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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
726
First Trust Advisors
Illinois
$350K +$13.6K +54 +4%
NW
727
NewEdge Wealth
Pennsylvania
$349K +$141K +563 +68%
SFC
728
SYM Financial Corp
Indiana
$346K +$16.3K +65 +5%
MMA
729
Miracle Mile Advisors
California
$344K +$27.1K +108 +9%
JCFM
730
JBR Co Financial Management
Oklahoma
$344K
JJBC
731
James J. Burns & Company
New York
$342K -$502 -2 -0.1%
ZF
732
Zhang Financial
Michigan
$340K +$89.6K +357 +36%
CSF
733
Capital Squared Financial
Maryland
$335K +$33.9K +135 +11%
AWP
734
Axis Wealth Partners
Rhode Island
$333K +$98.2K +391 +42%
LCGC
735
Legacy Capital Group California
California
$332K +$26.1K +104 +9%
UWM
736
USAdvisors Wealth Management
Minnesota
$331K +$502 +2 +0.2%
VIM
737
Vista Investment Management
Pennsylvania
$329K
KLI
738
Kelman-Lazarov Inc
Tennessee
$326K
JSAM
739
J. Safra Asset Management
New York
$325K +$326K +1,300 New
EWA
740
EverSource Wealth Advisors
Alabama
$323K +$92.6K +369 +40%
MWM
741
Meridian Wealth Management
Kentucky
$321K +$2.76K +11 +0.9%
IAA
742
Independent Advisor Alliance
North Carolina
$321K +$322K +1,281 New
RW
743
Rede Wealth
Virginia
$320K +$321K +1,278 New
SLP
744
Storen Legacy Partners
Indiana
$318K +$319K +1,270 New
HWA
745
HMV Wealth Advisors
Louisiana
$317K
RFA
746
Reyes Financial Architecture
California
$314K
CIA
747
Cape Investment Advisory
Georgia
$310K +$120K +479 +63%
MAS
748
Meeder Advisory Services
Ohio
$306K +$3.52K +14 +1%
MWM
749
MinichMacGregor Wealth Management
New York
$304K +$305K +1,214 New
CWA
750
CogentBlue Wealth Advisors
Tennessee
$303K -$22.6K -90 -7%