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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
601
Baron Financial Group
New Jersey
$351K -$257K -1,201 -41%
AIA
602
Accelerate Investment Advisors
California
$351K +$139K +649 +60%
OC
603
Opinicus Capital
Florida
$349K +$4.27K +20 +1%
SGWM
604
Sterling Group Wealth Management
California
$346K – – –
MWM
605
Maridea Wealth Management
New York
$341K +$143K +669 +66%
Northern Trust
606
Northern Trust
Illinois
$340K -$597K -2,794 -62%
JCM
607
Jacobi Capital Management
Pennsylvania
$340K +$1.5K +7 +0.4%
Summit Financial
608
Summit Financial
New Jersey
$340K +$359K +1,681 New
FW
609
FullCircle Wealth
Texas
$339K -$126K -591 -27%
MMM
610
Mendel Money Management
Illinois
$338K -$13.9K -65 -4%
Empower Advisory Group
611
Empower Advisory Group
Colorado
$337K -$15.4K -72 -4%
TFA
612
Teamwork Financial Advisors
Texas
$337K -$10.7K -50 -3%
HWM
613
Hemington Wealth Management
Virginia
$336K -$205K -961 -37%
CPBTD
614
Central Pacific Bank - Trust Division
Hawaii
$335K -$15.2K -71 -4%
AIS
615
Accredited Investor Services
Minnesota
$332K – – –
T
616
Transce3nd
Texas
$328K +$53.2K +249 +18%
WTA
617
Washington Trust Advisors
Massachusetts
$323K – – –
EP
618
Edgestream Partners
New Jersey
$322K +$83.6K +391 +33%
BFA
619
Beacon Financial Advisory
Ohio
$321K +$340K +1,590 New
DFG
620
Delta Financial Group
New Jersey
$318K +$641 +3 +0.2%
Wealthspire Advisors (New York)
621
Wealthspire Advisors (New York)
New York
$317K -$48.5K -227 -13%
QP
622
Quartz Partners
New York
$317K +$335K +1,566 New
LCC
623
Lincoln Capital Corp
Rhode Island
$316K +$22.2K +104 +7%
HBK Sorce Advisory
624
HBK Sorce Advisory
Pennsylvania
$311K -$30.6K -143 -8%
MWM
625
MGB Wealth Management
Texas
$311K +$160K +749 +95%