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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
601
Washington Trust Advisors
Massachusetts
$331K – – –
SWM
602
Sugarloaf Wealth Management
Georgia
$330K +$16.8K +80 +5%
ACP
603
Aveo Capital Partners
Colorado
$329K +$333K +1,590 New
DWA
604
Delta Wealth Advisors
Indiana
$325K – – –
Aviso Financial
605
Aviso Financial
Ontario, Canada
$323K -$20.7K -99 -6%
National Bank of Canada
606
National Bank of Canada
Quebec, Canada
$322K -$5.87K -28 -2%
WAP
607
Wealthcare Advisory Partners
Pennsylvania
$318K -$96.6K -461 -23%
MAG
608
Members Advisory Group
New York
$317K -$57.8K -276 -15%
KFSC
609
Keystone Financial Services (Colorado)
Colorado
$314K +$318K +1,517 New
CWA
610
CogentBlue Wealth Advisors
Tennessee
$313K +$317K +1,513 New
CNTOF
611
Canandaigua National Trust of Florida
New York
$313K +$317K +1,512 New
JEST
612
JTC Employer Solutions Trustee
Jersey
$312K – – –
DFG
613
Delta Financial Group
New Jersey
$312K +$1.05K +5 +0.3%
MIC
614
Meridian Investment Counsel
California
$311K – – –
HKIMG
615
Hutchens & Kramer Investment Management Group
Indiana
$311K +$314K +1,501 New
TFP
616
Traction Financial Partners
Wyoming
$310K – – –
UAG
617
United Advisor Group
Ohio
$310K -$404K -1,926 -56%
NDSI
618
Newman Dignan & Sheerar Inc
Rhode Island
$310K – – –
FA
619
Fedenia Advisers
Wisconsin
$305K +$309K +1,473 New
IA
620
Integrity Alliance
Iowa
$304K +$308K +1,469 New
LCC
621
Lincoln Capital Corp
Rhode Island
$302K – – –
LCM
622
Lunt Capital Management
Utah
$301K – – –
TWM
623
Tradition Wealth Management
Minnesota
$301K +$1.05K +5 +0.3%
JCFM
624
JBR Co Financial Management
Oklahoma
$301K – – –
Fisher Asset Management
625
Fisher Asset Management
Washington
$300K +$58K +277 +24%