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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
751
Lifeworks Advisors
Michigan
$531K -$68.9K -231 -13%
FLA
752
Financial Life Advisors
Texas
$524K -$14.3K -48 -3%
MA
753
MW Advisory
Georgia
$520K +$452K +1,516 New
AWMI
754
Aegis Wealth Management (Iowa)
Iowa
$519K +$94.6K +317 +26%
ABTD
755
Arvest Bank Trust Division
Oklahoma
$519K +$452K +1,514 New
CFG
756
Cornerstone Financial Group
Nebraska
$517K +$597 +2 +0.1%
JEST
757
JTC Employer Solutions Trustee
Jersey
$515K
Bank of Montreal
758
Bank of Montreal
Ontario, Canada
$514K +$165K +554 +59%
APA
759
Astoria Portfolio Advisors
New York
$512K +$446K +1,494 New
NDSI
760
Newman Dignan & Sheerar Inc
Rhode Island
$511K -$29.8K -100 -6%
JSL
761
JT Stratford LLC
Georgia
$510K -$266K -893 -38%
BFA
762
Beacon Financial Advisory
Ohio
$505K -$8.95K -30 -2%
BFG
763
Baron Financial Group
New Jersey
$504K -$10.4K -35 -2%
Russell Investments Group
764
Russell Investments Group
United Kingdom
$503K -$38.5K -129 -8%
FIM
765
Freedom Investment Management
Connecticut
$502K +$188K +630 +75%
SGFG
766
Silver Grove Financial Group
New York
$502K +$74.6K +250 +21%
AIP
767
Almanack Investment Partners
Pennsylvania
$500K +$4.48K +15 +1%
LCM
768
Lunt Capital Management
Utah
$500K -$12.8K -43 -3%
HKIMG
769
Hutchens & Kramer Investment Management Group
Indiana
$497K -$65.4K -219 -13%
KCA
770
Kastel Capital Advisors
Massachusetts
$494K +$255K +855 +71%
CFA
771
Cahill Financial Advisors
Minnesota
$493K
AF
772
ASL Financial
California
$486K +$15.8K +53 +4%
HSA
773
HBK Sorce Advisory
Pennsylvania
$479K -$6.86K -23 -1%
FAG
774
Fortitude Advisory Group
Washington
$476K +$116K +389 +39%
SFC
775
SYM Financial Corp
Indiana
$473K