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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Miracle Mile Advisors
701
Miracle Mile Advisors
California
$325K -$46K -188 -13%
HWA
702
HMV Wealth Advisors
Louisiana
$325K – – –
WAS
703
WESPAC Advisors SoCal
California
$323K +$29.6K +121 +11%
RFA
704
Reyes Financial Architecture
California
$322K – – –
LAS
705
Lloyd Advisory Services
Georgia
$320K -$1.63M -6,642 -84%
LCGC
706
Legacy Capital Group California
California
$313K +$61.7K +252 +26%
OCM
707
Orion Capital Management
California
$311K -$14.7K -60 -5%
SGFG
708
Silver Grove Financial Group
New York
$310K +$296K +1,209 New
MAS
709
Meeder Advisory Services
Ohio
$310K +$296K +1,208 New
CSF
710
Capital Squared Financial
Maryland
$309K +$295K +1,204 New
GWS
711
Glassman Wealth Services
Virginia
$308K +$8.08K +33 +3%
OFG
712
Opulen Financial Group
Virginia
$308K +$735 +3 +0.3%
PMG
713
ProVise Management Group
Florida
$305K -$24.5K -100 -8%
TCTC Holdings
714
TCTC Holdings
Texas
$305K +$291K +1,188 New
FWP
715
FAS Wealth Partners
Kansas
$304K +$490 +2 +0.2%
TWP
716
Triad Wealth Partners
Kansas
$303K +$289K +1,182 New
FF
717
Financial Futures
New Jersey
$302K +$288K +1,177 New
Coldstream Capital Management
718
Coldstream Capital Management
Washington
$301K -$50.7K -207 -15%
TFP
719
Traction Financial Partners
Wyoming
$299K – – –
AWM
720
Aprio Wealth Management
Georgia
$298K -$7.1K -29 -2%
AFG
721
Allegheny Financial Group
Pennsylvania
$296K – – –
WFA
722
WMG Financial Advisors
Tennessee
$295K +$282K +1,150 New
CTWM
723
Cherry Tree Wealth Management
Minnesota
$294K -$3.67K -15 -1%
RHP
724
Royal Harbor Partners
Texas
$294K – – –
SO
725
Sierra Ocean
California
$293K – – –