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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
651
LPF Advisors
Florida
$274K – – –
CSWM
652
Cassady Schiller Wealth Management
Ohio
$273K – – –
Smithfield Trust
653
Smithfield Trust
Pennsylvania
$272K +$132K +632 +92%
FWP
654
Firethorn Wealth Partners
Georgia
$271K +$274K +1,309 New
BMM
655
Berkshire Money Management
Massachusetts
$270K +$273K +1,303 New
PMG
656
ProVise Management Group
Florida
$267K – – –
OCM
657
Orion Capital Management
California
$263K – – –
TCM
658
TD Capital Management
Tennessee
$262K -$5.03K -24 -2%
Millennium Management
659
Millennium Management
New York
$261K +$265K +1,263 New
BW
660
BostonPremier Wealth
Massachusetts
$261K +$265K +1,263 New
RFA
661
Reyes Financial Architecture
California
$260K +$263K +1,255 New
Wealthfront Advisers
662
Wealthfront Advisers
California
$259K +$53.4K +255 +26%
NA
663
Novus Advisors
South Carolina
$259K +$262K +1,251 New
E3F
664
Eight 31 Financial
Texas
$258K -$15.7K -75 -6%
LMKC
665
L.M. Kohn & Company
Ohio
$257K – – –
AWMNH
666
Arcadia Wealth Management (New Hampshire)
New Hampshire
$256K +$22.4K +107 +9%
IWM
667
IMG Wealth Management
Florida
$256K +$259K +1,236 New
SG
668
Strid Group
Pennsylvania
$255K – – –
BMCM
669
Bryn Mawr Capital Management
Pennsylvania
$254K +$257K +1,228 New
BFAG
670
Blackston Financial Advisory Group
Florida
$252K -$5.45K -26 -2%
TWM
671
TCFG Wealth Management
California
$250K – – –
Avidian Wealth Enterprises
672
Avidian Wealth Enterprises
Texas
$250K +$253K +1,206 New
EP
673
Edgestream Partners
New Jersey
$249K -$128K -610 -34%
SWP
674
Semus Wealth Partners
Florida
$247K +$251K +1,196 New
VC
675
Veracity Capital
Georgia
$247K +$251K +1,196 New