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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSIA
751
LaSalle St. Investment Advisors
Illinois
$251K -$15.1K -69 -6%
NCM
752
NCM Capital Management
New Jersey
$251K – – –
MIC
753
Meridian Investment Counsel
California
$250K – – –
LA
754
Lifeworks Advisors
Michigan
$250K +$1.96K +9 +0.9%
CB
755
Cadence Bank
Mississippi
$250K -$7.85K -36 -3%
SWM
756
Stonebridge Wealth Management
Illinois
$250K +$227K +1,039 New
MLA
757
My Legacy Advisors
Oregon
$249K -$22.3K -102 -9%
BHBT
758
Burke & Herbert Bank & Trust
Virginia
$249K – – –
SIAS
759
Summit Investment Advisory Services
Minnesota
$249K +$436 +2 +0.2%
FWP
760
Forefront Wealth Partners
Texas
$248K +$253K +1,160 New
SAM
761
Strategy Asset Managers
California
$248K +$218 +1 +0.1%
SWP
762
Summit Wealth Partners
Florida
$248K +$225K +1,033 New
GPW
763
Gentry Private Wealth
Kansas
$248K – – –
IA
764
Intellus Advisors
Florida
$248K +$225K +1,030 New
CPRC
765
Consolidated Portfolio Review Corp
New York
$244K +$222K +1,017 New
TPWA
766
TRUE Private Wealth Advisors
Oregon
$243K -$103K -470 -32%
DWM
767
Darwin Wealth Management
Florida
$241K -$23.6K -108 -10%
AI
768
Accredited Investors
Minnesota
$237K +$215K +987 New
AWP
769
Axis Wealth Partners
Rhode Island
$237K -$13.5K -62 -6%
OMC
770
Old Mission Capital
Illinois
$236K +$214K +981 New
PCM
771
Poehling Capital Management
Wisconsin
$235K +$214K +979 New
APW
772
Axim Planning & Wealth
Ohio
$235K +$213K +978 New
Russell Investments Group
773
Russell Investments Group
United Kingdom
$234K +$27.9K +128 +15%
LCGC
774
Legacy Capital Group California
California
$233K +$212K +970 New
VR
775
Valued Retirements
Texas
$232K +$210K +964 New