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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
701
West Financial Advisors
Iowa
$418 – – –
IFAM
702
Institutional & Family Asset Management
Colorado
$417 – – –
SIM
703
Studio Investment Management
Illinois
$278 – – –
IAIM
704
International Assets Investment Management
Florida
– -$20M -580,785 Closed
JB Capital
705
JB Capital
Connecticut
– -$15.8M -108,487 Closed
TWA
706
Tillar-Wenstrup Advisors
Ohio
– -$14.4M -98,611 Closed
PFA
707
Pettinga Financial Advisors
Indiana
– -$5.61M -38,414 Closed
APW
708
Austin Private Wealth
Texas
– -$4.88M -33,444 Closed
WWG
709
West Wealth Group
California
– -$4.23M -28,985 Closed
SHJ
710
Sharkey, Howes & Javer
Colorado
– -$4.08M -27,936 Closed
REMPR
711
Roof Eidam Maycock Peralta (REMP)
California
– -$3.97M -27,195 Closed
SteelPeak Wealth
712
SteelPeak Wealth
California
– -$3.7M -25,384 Closed
KFSC
713
Keystone Financial Services (Colorado)
Colorado
– -$3.38M -23,291 Closed
TSA
714
Tri-Star Advisors
Texas
– -$3.29M -22,632 Closed
JGC
715
J. Goldman & Co
New York
– -$3.22M -22,076 Closed
CGFA
716
Colton Groome Financial Advisors
North Carolina
– -$3.12M -21,410 Closed
SHIM
717
Stone House Investment Management
Pennsylvania
– -$3.06M -20,974 Closed
PFG
718
PAX Financial Group
Texas
– -$3.03M -20,745 Closed
FFS
719
Founders Financial Securities
Maryland
– -$2.91M -19,929 Closed
I
720
INVST
Indiana
– -$2.8M -19,307 Closed
Walleye Capital
721
Walleye Capital
New York
– -$2.68M -18,369 Closed
Marshall Wace
722
Marshall Wace
United Kingdom
– -$2.64M -18,100 Closed
CS
723
Comerica Securities
Michigan
– -$2.64M -18,068 Closed
PFA
724
Petra Financial Advisors
Colorado
– -$2.38M -16,436 Closed
IAN
725
Integrated Advisors Network
Texas
– -$2.36M -16,205 Closed