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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGWM
601
Sterling Group Wealth Management
California
$346K
MWM
602
Maridea Wealth Management
New York
$341K +$143K +669 +66%
Northern Trust
603
Northern Trust
Illinois
$340K -$597K -2,794 -62%
JCM
604
Jacobi Capital Management
Pennsylvania
$340K +$1.5K +7 +0.4%
SF
605
Summit Financial
New Jersey
$340K +$359K +1,681 New
FW
606
FullCircle Wealth
Texas
$339K -$126K -591 -27%
MMM
607
Mendel Money Management
Illinois
$338K -$13.9K -65 -4%
Empower Advisory Group
608
Empower Advisory Group
Colorado
$337K -$15.4K -72 -4%
TFA
609
Teamwork Financial Advisors
Texas
$337K -$10.7K -50 -3%
HWM
610
Hemington Wealth Management
Virginia
$336K -$205K -961 -37%
CPBTD
611
Central Pacific Bank - Trust Division
Hawaii
$335K -$15.2K -71 -4%
AIS
612
Accredited Investor Services
Minnesota
$332K
T
613
Transce3nd
Texas
$328K +$53.2K +249 +18%
WTA
614
Washington Trust Advisors
Massachusetts
$323K
EP
615
Edgestream Partners
New Jersey
$322K +$83.6K +391 +33%
BFA
616
Beacon Financial Advisory
Ohio
$321K +$340K +1,590 New
DFG
617
Delta Financial Group
New Jersey
$318K +$641 +3 +0.2%
WANY
618
Wealthspire Advisors (New York)
New York
$317K -$48.5K -227 -13%
QP
619
Quartz Partners
New York
$317K +$335K +1,566 New
LCC
620
Lincoln Capital Corp
Rhode Island
$316K +$22.2K +104 +7%
HSA
621
HBK Sorce Advisory
Pennsylvania
$311K -$30.6K -143 -8%
MWM
622
MGB Wealth Management
Texas
$311K +$160K +749 +95%
SG
623
StoneX Group
New York
$310K +$34.2K +160 +12%
MAG
624
Members Advisory Group
New York
$310K +$2.14K +10 +0.7%
WA
625
WBH Advisory
Maryland
$310K -$1.09M -5,113 -77%