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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
751
Intellus Advisors
Florida
$264K
VAG
752
VisionPoint Advisory Group
Texas
$264K +$252K +1,030 New
KBFS
753
Kohmann Bosshard Financial Services
Ohio
$264K +$252K +1,029 New
SWM
754
Stonebridge Wealth Management
Illinois
$264K -$2.45K -10 -1%
DWM
755
Darwin Wealth Management
Florida
$262K +$4.41K +18 +2%
PWAM
756
Private Wealth Asset Management
Iowa
$261K -$24.5K -100 -9%
TA
757
TKG Advisors
Indiana
$260K +$249K +1,015 New
TPWA
758
TRUE Private Wealth Advisors
Oregon
$260K +$245 +1 +0.1%
RFA
759
Resurgent Financial Advisors
Georgia
$259K +$248K +1,011 New
TC
760
TownSquare Capital
Utah
$258K -$112K -457 -31%
ZF
761
Zhang Financial
Michigan
$256K +$245K +1,000 New
SAM
762
Strategy Asset Managers
California
$255K -$9.31K -38 -4%
GWM
763
Gibbs Wealth Management
Georgia
$252K -$21.1K -86 -8%
PCM
764
Poehling Capital Management
Wisconsin
$251K
CAGAS
765
Capital Advisory Group Advisory Services
Minnesota
$251K +$240K +978 New
Fisher Asset Management
766
Fisher Asset Management
Washington
$248K +$13.7K +56 +6%
FCA
767
Fortis Capital Advisors
Kansas
$247K +$236K +963 New
IAS
768
Investment Advisory Services
Texas
$246K
CCMG
769
Clark Capital Management Group
Pennsylvania
$244K -$70.2M -286,557 -100%
BIG
770
Brookwood Investment Group
Arizona
$244K +$233K +952 New
CRC
771
Curi RMB Capital
Illinois
$243K +$12.2K +50 +6%
AWP
772
Axis Wealth Partners
Rhode Island
$241K -$11.5K -47 -5%
WWM
773
Whalen Wealth Management
Nevada
$240K -$1.43M -5,829 -86%
IDA
774
Intelligence Driven Advisers
California
$238K
GWSG
775
GPS Wealth Strategies Group
Colorado
$237K +$3.67K +15 +2%