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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
651
Ausdal Financial Partners
Iowa
$477K -$719K -2,863 -60%
CFG
652
Cornerstone Financial Group
Nebraska
$477K +$1.51K +6 +0.3%
ACG
653
Allen Capital Group
Nebraska
$475K -$10.5K -42 -2%
LAS
654
Lloyd Advisory Services
Georgia
$470K +$157K +626 +50%
BJF
655
Blue Jean Financial
New York
$467K +$468K +1,864 New
VFO
656
Virtus Family Office
Texas
$465K +$94.4K +376 +25%
WF
657
WealthPoint Financial
North Carolina
$464K +$465K +1,854 New
First Merchants Corp
658
First Merchants Corp
Indiana
$464K – – –
LRPA
659
L. Roy Papp & Associates
Arizona
$462K – – –
BMWM
660
Brown Miller Wealth Management
Virginia
$461K – – –
TFA
661
TandemGrowth Financial Advisors
Georgia
$457K +$458K +1,825 New
JCM
662
Jacobi Capital Management
Pennsylvania
$454K -$7.03K -28 -2%
LA
663
Lifeworks Advisors
Michigan
$453K +$178K +709 +65%
VR
664
Vision Retirement
New Jersey
$444K +$446K +1,776 New
AFO
665
Arrowroot Family Office
California
$443K -$7.03K -28 -2%
EFMC
666
Empire Financial Management Company
New York
$441K – – –
CIBC Private Wealth Group
667
CIBC Private Wealth Group
Georgia
$440K -$26.1K -104 -6%
KIM
668
Kane Investment Management
California
$439K -$42.2K -168 -9%
Alpha Cubed Investments
669
Alpha Cubed Investments
California
$436K -$14.6K -58 -3%
BLWM
670
Bucket List Wealth Management
Florida
$433K +$434K +1,729 New
Larson Financial Group
671
Larson Financial Group
Missouri
$432K -$18.8K -75 -4%
AWA
672
Alta Wealth Advisors
Massachusetts
$432K +$433K +1,726 New
WCM
673
WealthBridge Capital Management
Ohio
$432K -$12.6K -50 -3%
AFW
674
Avantra Family Wealth
Pennsylvania
$430K +$1.51K +6 +0.4%
SGWM
675
Sterling Group Wealth Management
California
$429K – – –