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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
651
Fortune Financial Advisors
Kansas
$281K +$427 +2 +0.1%
Kovitz Investment Group Partners
652
Kovitz Investment Group Partners
Illinois
$280K +$72.4K +339 +32%
DWP
653
Destiny Wealth Partners
Florida
$278K – – –
SP
654
Successful Portfolios
Florida
$277K – – –
EA
655
Everpar Advisors
Oklahoma
$274K +$72.7K +340 +33%
HKIMG
656
Hutchens & Kramer Investment Management Group
Indiana
$273K -$31.8K -149 -10%
CPA
657
Cardiff Park Advisors
California
$273K – – –
Meridian Wealth Management
658
Meridian Wealth Management
Kentucky
$272K -$641 -3 -0.2%
LWM
659
Lakeridge Wealth Management
Ohio
$270K +$53.2K +249 +23%
LA
660
LPF Advisors
Florida
$268K +$427 +2 +0.2%
Exchange Traded Concepts
661
Exchange Traded Concepts
Oklahoma
$267K -$19.2K -90 -6%
Brighton Jones LLC
662
Brighton Jones LLC
Washington
$266K +$282K +1,318 New
Smithfield Trust
663
Smithfield Trust
Pennsylvania
$266K – – –
SWP
664
Semus Wealth Partners
Florida
$266K +$25.4K +119 +10%
VIM
665
Vista Investment Management
Pennsylvania
$266K -$10K -47 -3%
Avidian Wealth Enterprises
666
Avidian Wealth Enterprises
Texas
$264K +$21.6K +101 +8%
PCM
667
Parsons Capital Management
Rhode Island
$263K -$8.12K -38 -3%
RW
668
Rede Wealth
Virginia
$263K -$8.97K -42 -3%
KLI
669
Kelman-Lazarov Inc
Tennessee
$263K +$278K +1,302 New
PMG
670
ProVise Management Group
Florida
$261K -$214 -1 -0.1%
OCM
671
Orion Capital Management
California
$257K – – –
HWA
672
HMV Wealth Advisors
Louisiana
$256K -$38K -178 -12%
Bank of Montreal
673
Bank of Montreal
Ontario, Canada
$256K -$213K -995 -44%
BMM
674
Berkshire Money Management
Massachusetts
$255K -$8.55K -40 -3%
BWA
675
Bordeaux Wealth Advisors
California
$255K +$33.5K +157 +14%