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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
801
Root Financial Partners
California
$257K -$8.03K -32 -3%
WETS
802
Wealth Enhancement Trust Services
South Dakota
$256K +$257K +1,024 New
DWM
803
Darwin Wealth Management
Florida
$256K +$251 +1 +0.1%
SWP
804
Strategic Wealth Partners
Ohio
$255K -$475K -1,892 -65%
GWM
805
Gibbs Wealth Management
Georgia
$255K +$2.01K +8 +0.8%
IAIM
806
International Assets Investment Management
Florida
$251K +$36.7K +146 +17%
FF
807
Financial Futures
New Jersey
$250K -$44.7K -178 -15%
Clark Capital Management Group
808
Clark Capital Management Group
Pennsylvania
$249K +$10.3K +41 +4%
TA
809
TKG Advisors
Indiana
$249K -$5.52K -22 -2%
LWM
810
Lakeridge Wealth Management
Ohio
$248K +$28.1K +112 +13%
FWP
811
FAS Wealth Partners
Kansas
$247K -$50K -199 -17%
Accredited Investors
812
Accredited Investors
Minnesota
$247K -$16.6K -66 -6%
TVAMP
813
Tennessee Valley Asset Management Partners
Tennessee
$246K +$36.4K +145 +17%
PCM
814
Poehling Capital Management
Wisconsin
$245K – – –
VR
815
Valued Retirements
Texas
$243K +$1.25K +5 +0.5%
Curi RMB Capital
816
Curi RMB Capital
Illinois
$242K +$5.02K +20 +2%
CB
817
Cadence Bank
Mississippi
$242K -$18.6K -74 -7%
Vanguard Group
818
Vanguard Group
Pennsylvania
$241K +$11K +44 +5%
IAS
819
Investment Advisory Services
Texas
$240K – – –
Fifth Third Bancorp
820
Fifth Third Bancorp
Ohio
$240K -$627K -2,497 -72%
XPN
821
XY Planning Network
Montana
$238K +$238K +949 New
LS
822
Leelyn Smith
Illinois
$237K +$26.4K +105 +12%
RFA
823
Resurgent Financial Advisors
Georgia
$236K -$17.1K -68 -7%
LW
824
Linscomb Wealth
Texas
$236K +$237K +942 New
SHFA
825
SC&H Financial Advisors
Maryland
$235K +$236K +939 New