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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Evergreen Capital Management
751
Evergreen Capital Management
Washington
$265K +$253K +1,032 New
GPW
752
Gentry Private Wealth
Kansas
$264K – – –
IA
753
Intellus Advisors
Florida
$264K – – –
VAG
754
VisionPoint Advisory Group
Texas
$264K +$252K +1,030 New
KBFS
755
Kohmann Bosshard Financial Services
Ohio
$264K +$252K +1,029 New
SWM
756
Stonebridge Wealth Management
Illinois
$264K -$2.45K -10 -1%
DWM
757
Darwin Wealth Management
Florida
$262K +$4.41K +18 +2%
PWAM
758
Private Wealth Asset Management
Iowa
$261K -$24.5K -100 -9%
TA
759
TKG Advisors
Indiana
$260K +$249K +1,015 New
TPWA
760
TRUE Private Wealth Advisors
Oregon
$260K +$245 +1 +0.1%
RFA
761
Resurgent Financial Advisors
Georgia
$259K +$248K +1,011 New
TC
762
TownSquare Capital
Utah
$258K -$112K -457 -31%
ZF
763
Zhang Financial
Michigan
$256K +$245K +1,000 New
SAM
764
Strategy Asset Managers
California
$255K -$9.31K -38 -4%
GWM
765
Gibbs Wealth Management
Georgia
$252K -$21.1K -86 -8%
PCM
766
Poehling Capital Management
Wisconsin
$251K – – –
CAGAS
767
Capital Advisory Group Advisory Services
Minnesota
$251K +$240K +978 New
Fisher Asset Management
768
Fisher Asset Management
Washington
$248K +$13.7K +56 +6%
FCA
769
Fortis Capital Advisors
Kansas
$247K +$236K +963 New
IAS
770
Investment Advisory Services
Texas
$246K – – –
Clark Capital Management Group
771
Clark Capital Management Group
Pennsylvania
$244K -$70.2M -286,557 -100%
BIG
772
Brookwood Investment Group
Arizona
$244K +$233K +952 New
Curi RMB Capital
773
Curi RMB Capital
Illinois
$243K +$12.2K +50 +6%
AWP
774
Axis Wealth Partners
Rhode Island
$241K -$11.5K -47 -5%
WWM
775
Whalen Wealth Management
Nevada
$240K -$1.43M -5,829 -86%