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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCOTS
651
Trust Company of the South
North Carolina
$410K – – –
WTA
652
Washington Trust Advisors
Massachusetts
$410K – – –
NDSI
653
Newman Dignan & Sheerar Inc
Rhode Island
$408K +$24.7K +101 +7%
Wealthfront Advisers
654
Wealthfront Advisers
California
$407K -$100K -410 -21%
SF
655
Seros Financial
Arizona
$405K +$387K +1,579 New
IWP
656
IAG Wealth Partners
Wisconsin
$405K -$51.4K -210 -12%
BFG
657
Baron Financial Group
New Jersey
$404K -$24.5K -100 -6%
LF
658
Lighthouse Financial
Florida
$400K +$382K +1,558 New
BFA
659
Beacon Financial Advisory
Ohio
$398K -$230K -941 -38%
DWP
660
Destiny Wealth Partners
Florida
$396K +$41.6K +170 +12%
IG
661
IFS Group
Pennsylvania
$396K +$379K +1,547 New
TWM
662
TCFG Wealth Management
California
$393K – – –
KFP
663
Kerr Financial Planning
California
$393K +$391K +1,597 New
WFS
664
WealthGarden F.S.
California
$391K +$377K +1,540 New
IHT Wealth Management
665
IHT Wealth Management
Illinois
$390K +$8.33K +34 +2%
JEST
666
JTC Employer Solutions Trustee
Jersey
$385K – – –
HBK Sorce Advisory
667
HBK Sorce Advisory
Pennsylvania
$385K -$735 -3 -0.2%
GWMR
668
GC Wealth Management RIA
Massachusetts
$382K +$365K +1,490 New
EL
669
EWA LLC
Pennsylvania
$382K -$14.2K -58 -4%
BRG
670
Bay Rivers Group
Virginia
$381K +$4.9K +20 +1%
VFO
671
Virtus Family Office
Texas
$380K +$362K +1,480 New
SWP
672
Semus Wealth Partners
Florida
$377K +$40.7K +166 +13%
CA
673
Continuum Advisory
Idaho
$376K +$66.6K +272 +23%
Smithfield Trust
674
Smithfield Trust
Pennsylvania
$375K +$17.1K +70 +5%
LCM
675
Lunt Capital Management
Utah
$374K – – –