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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
676
Kerr Financial Planning
California
$429K +$39.4K +157 +10%
Coldstream Capital Management
677
Coldstream Capital Management
Washington
$429K +$135K +537 +46%
EWL
678
Emissary Wealth LLC
New Jersey
$428K +$429K +1,708 New
SPWG
679
Syntegra Private Wealth Group
Missouri
$425K -$4.77K -19 -1%
TFA
680
Teamwork Financial Advisors
Texas
$425K +$3.01K +12 +0.7%
HKIMG
681
Hutchens & Kramer Investment Management Group
Indiana
$424K +$145K +579 +52%
SF
682
Seros Financial
Arizona
$421K +$26.1K +104 +7%
CFG
683
Cooper Financial Group
California
$421K -$73.6K -293 -15%
Northern Trust
684
Northern Trust
Illinois
$420K -$62.5K -249 -13%
OC
685
Opinicus Capital
Florida
$415K -$2.01K -8 -0.5%
MWM
686
Maripau Wealth Management
Indiana
$415K +$135K +537 +48%
FLA
687
Financial Life Advisors
Texas
$414K – – –
BCG
688
Breakwater Capital Group
New Jersey
$414K -$320K -1,273 -44%
Smithfield Trust
689
Smithfield Trust
Pennsylvania
$413K +$44.4K +177 +12%
Federation des caisses Desjardins du Quebec
690
Federation des caisses Desjardins du Quebec
Quebec, Canada
$412K -$1.76K -7 -0.4%
Facet Wealth Inc
691
Facet Wealth Inc
Maryland
$411K +$397K +1,582 New
AIS
692
Accredited Investor Services
Minnesota
$411K – – –
LF
693
LifeSteps Financial
California
$411K -$69.8K -278 -14%
IAS
694
Integrity Advisory Solutions
Texas
$410K +$68.3K +272 +20%
WLIM
695
White Lighthouse Investment Management
Massachusetts
$409K -$97.9K -390 -19%
PCM
696
Parsons Capital Management
Rhode Island
$403K -$5.78K -23 -1%
NS
697
Northland Securities
Minnesota
$401K +$403K +1,604 New
WA
698
WBH Advisory
Maryland
$401K -$2.63M -10,477 -87%
SG
699
StoneX Group
New York
$401K -$27.4K -109 -6%
TCOTS
700
Trust Company of the South
North Carolina
$400K – – –