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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
701
4J Wealth Management
Virginia
$225K +$210 +1 +0.1%
LWM
702
Lakeridge Wealth Management
Ohio
$225K +$228K +1,088 New
AIA
703
Accelerate Investment Advisors
California
$225K +$228K +1,086 New
HGERS
704
Householder Group Estate & Retirement Specialist
Arizona
$224K +$12.4K +59 +6%
1SB
705
1ST Source Bank
Indiana
$223K – – –
BOC
706
Blue Oak Capital
California
$223K +$226K +1,080 New
CA
707
Continuum Advisory
Idaho
$223K +$73.3K +350 +48%
CB
708
Cadence Bank
Mississippi
$223K +$6.7K +32 +3%
CTWM
709
Cherry Tree Wealth Management
Minnesota
$221K -$3.56K -17 -2%
WJA
710
Willis Johnson & Associates
Texas
$221K -$38.5K -184 -15%
CFGW
711
Chancellor Financial Group WB
Pennsylvania
$221K +$224K +1,068 New
FFP
712
FourThought Financial Partners
Florida
$218K – – –
SFC
713
Strategic Financial Concepts
Texas
$217K +$220K +1,050 New
AWP
714
Axis Wealth Partners
Rhode Island
$217K +$220K +1,049 New
Kovitz Investment Group Partners
715
Kovitz Investment Group Partners
Illinois
$217K +$219K +1,045 New
BP
716
BBR Partners
New York
$216K – – –
NCM
717
NCM Capital Management
New Jersey
$216K +$9.22K +44 +4%
SFC
718
SYM Financial Corp
Indiana
$216K – – –
PW
719
Peninsula Wealth
California
$215K +$218K +1,040 New
BHBT
720
Burke & Herbert Bank & Trust
Virginia
$215K – – –
SAM
721
Strategy Asset Managers
California
$213K -$1.89K -9 -0.9%
GPW
722
Gentry Private Wealth
Kansas
$213K +$216K +1,031 New
LEA
723
Legacy Edge Advisors
New York
$213K +$215K +1,025 New
EA
724
Everpar Advisors
Oklahoma
$210K +$1.68K +8 +0.8%
MWM
725
Maridea Wealth Management
New York
$210K +$213K +1,016 New