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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
701
Accelerate Investment Advisors
California
$225K +$228K +1,086 New
HGERS
702
Householder Group Estate & Retirement Specialist
Arizona
$224K +$12.4K +59 +6%
1SB
703
1ST Source Bank
Indiana
$223K
BOC
704
Blue Oak Capital
California
$223K +$226K +1,080 New
CA
705
Continuum Advisory
Idaho
$223K +$73.3K +350 +48%
CB
706
Cadence Bank
Mississippi
$223K +$6.7K +32 +3%
CTWM
707
Cherry Tree Wealth Management
Minnesota
$221K -$3.56K -17 -2%
WJA
708
Willis Johnson & Associates
Texas
$221K -$38.5K -184 -15%
CFGW
709
Chancellor Financial Group WB
Pennsylvania
$221K +$224K +1,068 New
FFP
710
FourThought Financial Partners
Florida
$218K
SFC
711
Strategic Financial Concepts
Texas
$217K +$220K +1,050 New
AWP
712
Axis Wealth Partners
Rhode Island
$217K +$220K +1,049 New
Kovitz Investment Group Partners
713
Kovitz Investment Group Partners
Illinois
$217K +$219K +1,045 New
BP
714
BBR Partners
New York
$216K
NCM
715
NCM Capital Management
New Jersey
$216K +$9.22K +44 +4%
SFC
716
SYM Financial Corp
Indiana
$216K
PW
717
Peninsula Wealth
California
$215K +$218K +1,040 New
BHBT
718
Burke & Herbert Bank & Trust
Virginia
$215K
SAM
719
Strategy Asset Managers
California
$213K -$1.89K -9 -0.9%
GPW
720
Gentry Private Wealth
Kansas
$213K +$216K +1,031 New
LEA
721
Legacy Edge Advisors
New York
$213K +$215K +1,025 New
EA
722
Everpar Advisors
Oklahoma
$210K +$1.68K +8 +0.8%
MWM
723
Maridea Wealth Management
New York
$210K +$213K +1,016 New
PW
724
PUREfi Wealth
Massachusetts
$208K +$210K +1,004 New
SB
725
Simmons Bank
Arkansas
$207K