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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
651
Allen Capital Group
Nebraska
$455K
AWMNH
652
Arcadia Wealth Management (New Hampshire)
New Hampshire
$454K +$112K +445 +31%
LFG
653
Larson Financial Group
Missouri
$449K +$36.2K +144 +8%
VFO
654
Virtus Family Office
Texas
$445K
Lazard Asset Management
655
Lazard Asset Management
New York
$445K -$315K -1,253 -40%
LRPA
656
L. Roy Papp & Associates
Arizona
$443K
BMWM
657
Brown Miller Wealth Management
Virginia
$442K
QC
658
Quent Capital
New York
$441K -$314K -1,249 -40%
VR
659
Vision Retirement
New Jersey
$440K +$14.8K +59 +3%
IWS
660
Integrity Wealth Solutions
Colorado
$439K -$20.1K -80 -4%
CA
661
Continuum Advisory
Idaho
$439K -$25.6K -102 -5%
TFA
662
TandemGrowth Financial Advisors
Georgia
$438K
Empower Advisory Group
663
Empower Advisory Group
Colorado
$433K -$410K -1,630 -47%
BCG
664
Breakwater Capital Group
New Jersey
$433K +$37.9K +151 +9%
CSF
665
Capital Squared Financial
Maryland
$433K +$117K +464 +35%
JCM
666
Jacobi Capital Management
Pennsylvania
$431K -$5.03K -20 -1%
SAM
667
Strategy Asset Managers
California
$430K +$54.8K +218 +14%
CFG
668
Cornerstone Financial Group
Nebraska
$429K -$100K -399 -21%
AWM
669
Aprio Wealth Management
Georgia
$429K +$238K +949 +113%
LA
670
Lifeworks Advisors
Michigan
$427K -$7.29K -29 -2%
AFO
671
Arrowroot Family Office
California
$426K +$503 +2 +0.1%
GEA
672
Glen Eagle Advisors
New Jersey
$424K -$113K -449 -20%
FWI
673
Facet Wealth Inc
Maryland
$424K +$46.5K +185 +12%
DWM
674
Destination Wealth Management
California
$421K +$441K +1,754 New
FMC
675
First Merchants Corp
Indiana
$419K -$26.9K -107 -6%