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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
726
ADG Wealth Management Group
Louisiana
$343K +$93.7K +373 +35%
AWP
727
Axis Wealth Partners
Rhode Island
$342K +$23.6K +94 +7%
SI
728
Seeds Investor
New York
$342K +$318K +1,264 New
IWMO
729
Integrated Wealth Management (Ohio)
Ohio
$340K -$591K -2,352 -62%
WWM
730
Whalen Wealth Management
Nevada
$334K +$57K +227 +19%
SP
731
Successful Portfolios
Florida
$332K +$2.26K +9 +0.6%
SFC
732
SYM Financial Corp
Indiana
$331K
First Trust Advisors
733
First Trust Advisors
Illinois
$330K -$5.78K -23 -2%
EI
734
EFG International
$329K +$344K +1,370 New
DWP
735
Destiny Wealth Partners
Florida
$328K
AF
736
ASL Financial
California
$328K +$78.4K +312 +30%
Pathstone Holdings
737
Pathstone Holdings
New Jersey
$326K -$50.5K -201 -13%
MT
738
Midwest Trust
Kansas
$324K +$56.8K +226 +20%
MAG
739
Members Advisory Group
New York
$321K -$3.83M -15,224 -92%
MWA
740
Madson Wealth Advisors
California
$320K +$335K +1,332 New
QCM
741
QRG Capital Management
Illinois
$319K -$532K -2,119 -61%
XPN
742
XY Planning Network
Montana
$316K +$85.7K +341 +36%
VIM
743
Vista Investment Management
Pennsylvania
$314K -$1K -4 -0.3%
SIP
744
Snowwater Investment Partners
Connecticut
$314K +$101K +401 +44%
KLI
745
Kelman-Lazarov Inc
Tennessee
$312K
LCGC
746
Legacy Capital Group California
California
$309K -$9.8K -39 -3%
LFG
747
Lockerman Financial Group
California
$307K +$95K +378 +42%
SLP
748
Storen Legacy Partners
Indiana
$305K
KCM
749
Key Capital Management
Tennessee
$305K +$171K +680 +115%
HWA
750
HMV Wealth Advisors
Louisiana
$304K