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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
726
Axis Wealth Partners
Rhode Island
$212K – – –
BP
727
BBR Partners
New York
$211K – – –
NCM
728
NCM Capital Management
New Jersey
$211K – – –
SFC
729
SYM Financial Corp
Indiana
$211K – – –
MIC
730
Meridian Investment Counsel
California
$210K -$98.9K -463 -31%
BHBT
731
Burke & Herbert Bank & Trust
Virginia
$210K – – –
SAM
732
Strategy Asset Managers
California
$209K – – –
SIAS
733
Summit Investment Advisory Services
Minnesota
$209K -$17.1K -80 -7%
LA
734
Lifeworks Advisors
Michigan
$209K +$221K +1,032 New
GPW
735
Gentry Private Wealth
Kansas
$208K – – –
GWM
736
Gibbs Wealth Management
Georgia
$204K +$216K +1,011 New
PWM
737
Prosperity Wealth Management
California
$204K -$29.1K -136 -12%
ZF
738
Zhang Financial
Michigan
$202K – – –
KFI
739
Key Financial Inc
Pennsylvania
$192K – – –
GWSG
740
GPS Wealth Strategies Group
Colorado
$189K -$7.27K -34 -4%
SC
741
Stephens Consulting
Michigan
$181K – – –
Quadrant Capital Group
742
Quadrant Capital Group
Ohio
$178K – – –
CA
743
Continuum Advisory
Idaho
$176K -$44K -206 -19%
CNBTD
744
Citizens National Bank Trust Department
Mississippi
$176K – – –
SOAMC
745
Spirit of America Management Corp
New York
$175K +$427 +2 +0.2%
WTFG
746
Wood Tarver Financial Group
Idaho
$172K – – –
Russell Investments Group
747
Russell Investments Group
United Kingdom
$171K -$59.8K -280 -25%
FPB
748
First PREMIER Bank
South Dakota
$169K – – –
Bartlett & Co Wealth Management
749
Bartlett & Co Wealth Management
Ohio
$164K – – –
Brown Brothers Harriman & Co
750
Brown Brothers Harriman & Co
New York
$162K -$8.12K -38 -5%