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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
776
EverSource Wealth Advisors
Alabama
$237K -$194K -792 -46%
Vanguard Group
777
Vanguard Group
Pennsylvania
$235K +$12.2K +50 +6%
SWP
778
Summit Wealth Partners
Florida
$234K -$29.4K -120 -12%
WAM
779
WNY Asset Management
New York
$234K
ACA
780
American Capital Advisory
Idaho
$234K +$103K +419 +85%
MCFP
781
Mallini Complete Financial Planning
Florida
$234K
1SB
782
1ST Source Bank
Indiana
$233K -$6.37K -26 -3%
VR
783
Valued Retirements
Texas
$232K
KFI
784
Key Financial Inc
Pennsylvania
$231K -$11.8K -48 -5%
VBFP
785
Valtinson Bruner Financial Planning
Minnesota
$228K +$8.82K +36 +4%
QCG
786
Quadrant Capital Group
Ohio
$226K
LWM
787
Lakeridge Wealth Management
Ohio
$226K -$56.6K -231 -21%
IA
788
Insight Advisors
Pennsylvania
$226K -$490 -2 -0.2%
BFA
789
Beaumont Financial Advisors
Massachusetts
$226K +$216K +880 New
PWM
790
Prosperity Wealth Management
California
$225K -$1.22K -5 -0.6%
FCH
791
Freestone Capital Holdings
Washington
$223K -$44.6K -182 -17%
LFA
792
LGT Financial Advisors
Texas
$221K +$148K +603 +232%
HIP
793
HUB Investment Partners
Texas
$221K +$211K +860 New
SWA
794
Strategies Wealth Advisors
Michigan
$220K
WIM
795
WealthPlan Investment Management
Nebraska
$218K -$1.49M -6,095 -88%
WTFG
796
Wood Tarver Financial Group
Idaho
$218K
AWM
797
Atticus Wealth Management
Florida
$217K +$3.92K +16 +2%
LS
798
Leelyn Smith
Illinois
$216K
TVAMP
799
Tennessee Valley Asset Management Partners
Tennessee
$215K +$205K +839 New
FFA
800
Founders Financial Alliance
North Carolina
$214K +$115K +471 +129%