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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
676
Coldstream Capital Management
Washington
$418K +$7.54K +30 +2%
BLWM
677
Bucket List Wealth Management
Florida
$416K +$1.26K +5 +0.3%
EFMC
678
Empire Financial Management Company
New York
$415K -$8.79K -35 -2%
MW
679
Merited Wealth
Florida
$413K +$60.8K +242 +16%
AFW
680
Avantra Family Wealth
Pennsylvania
$413K +$251 +1 +0.1%
SGWM
681
Sterling Group Wealth Management
California
$411K
SPWG
682
Syntegra Private Wealth Group
Missouri
$410K +$2.26K +9 +0.5%
TFA
683
Teamwork Financial Advisors
Texas
$408K +$251 +1 +0.1%
EWL
684
Emissary Wealth LLC
New Jersey
$408K -$2.01K -8 -0.5%
AWA
685
Acorn Wealth Advisors
Michigan
$406K +$425K +1,693 New
IMC Chicago
686
IMC Chicago
Illinois
$406K +$425K +1,692 New
FDCDDQ
687
Federation des caisses Desjardins du Quebec
Quebec, Canada
$403K +$8.29K +33 +2%
HKIMG
688
Hutchens & Kramer Investment Management Group
Indiana
$401K -$6.53K -26 -2%
OC
689
Opinicus Capital
Florida
$400K +$1.51K +6 +0.4%
WCM
690
WealthBridge Capital Management
Ohio
$396K -$18.8K -75 -4%
AIS
691
Accredited Investor Services
Minnesota
$394K
MC
692
Moors & Cabot
Massachusetts
$394K +$413K +1,642 New
ST
693
Smithfield Trust
Pennsylvania
$394K
LF
694
LifeSteps Financial
California
$394K -$251 -1 -0.1%
WLIM
695
White Lighthouse Investment Management
Massachusetts
$392K
WA
696
WBH Advisory
Maryland
$387K -$6.03K -24 -1%
AA
697
Advisory Alpha
Michigan
$387K -$83.7K -333 -17%
PCM
698
Parsons Capital Management
Rhode Island
$384K -$2.26K -9 -0.6%
TCOTS
699
Trust Company of the South
North Carolina
$384K
WTA
700
Washington Trust Advisors
Massachusetts
$384K