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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
751
MinichMacGregor Wealth Management
New York
$304K +$305K +1,214 New
CWA
752
CogentBlue Wealth Advisors
Tennessee
$303K -$22.6K -90 -7%
PWAM
753
Private Wealth Asset Management
Iowa
$303K +$48.7K +194 +19%
CA
754
CGN Advisors
Kansas
$302K -$139K -555 -32%
TFP
755
Traction Financial Partners
Wyoming
$302K +$10K +40 +3%
OFG
756
Opulen Financial Group
Virginia
$301K +$1K +4 +0.3%
KCA
757
Kastel Capital Advisors
Massachusetts
$301K +$302K +1,202 New
GWS
758
Glassman Wealth Services
Virginia
$301K – – –
PMG
759
ProVise Management Group
Florida
$298K – – –
Fisher Asset Management
760
Fisher Asset Management
Washington
$295K +$53K +211 +22%
WWM
761
Whalen Wealth Management
Nevada
$292K +$57.2K +228 +24%
CTWM
762
Cherry Tree Wealth Management
Minnesota
$290K +$3.01K +12 +1%
AFG
763
Allegheny Financial Group
Pennsylvania
$289K – – –
AWMI
764
Aegis Wealth Management (Iowa)
Iowa
$287K +$288K +1,147 New
RHP
765
Royal Harbor Partners
Texas
$287K – – –
LCC
766
Lincoln Capital Corp
Rhode Island
$287K -$36.4K -145 -11%
Bank of Montreal
767
Bank of Montreal
Ontario, Canada
$283K +$92.6K +369 +48%
BMCM
768
Bryn Mawr Capital Management
Pennsylvania
$282K +$9.04K +36 +3%
Midwest Trust
769
Midwest Trust
Kansas
$281K -$56.2K -224 -17%
WJA
770
Willis Johnson & Associates
Texas
$280K -$3.01K -12 -1%
SG
771
Strid Group
Pennsylvania
$280K – – –
GFPC
772
Global Financial Private Client
Florida
$280K +$281K +1,118 New
VAG
773
VisionPoint Advisory Group
Texas
$279K +$21.6K +86 +8%
JIP
774
Jaffetilchin Investment Partners
Florida
$278K – – –
NHT
775
New Hampshire Trust
New Hampshire
$278K – – –