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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
826
Spirit of America Management Corp
New York
$201K +$1.47K +6 +0.8%
FPGK
827
Financial Partners Group (Kansas)
Kansas
$201K +$192K +784 New
PHWM
828
Pine Harbor Wealth Management
Maryland
$200K +$191K +781 New
ADL
829
Asset Dedication LLC
California
$199K +$15.9K +65 +9%
Bank of Montreal
830
Bank of Montreal
Ontario, Canada
$196K +$735 +3 +0.4%
CIA
831
Cape Investment Advisory
Georgia
$195K +$26.4K +108 +17%
MNA
832
Manning & Napier Advisors
New York
$191K +$182K +745 New
SL
833
Salomon & Ludwin
Virginia
$187K – – –
AF
834
Advisornet Financial
Minnesota
$182K +$3.92K +16 +2%
S
835
SignatureFD
Georgia
$181K -$119K -487 -41%
PB
836
Pinnacle Bancorp
Nebraska
$180K – – –
JFG
837
JDM Financial Group
Texas
$165K – – –
IWM
838
IMG Wealth Management
Florida
$163K -$137K -558 -47%
AW
839
Avion Wealth
Texas
$159K +$20.6K +84 +16%
BHWM
840
Beaird Harris Wealth Management
Texas
$149K +$1.47K +6 +1%
BWL
841
Bogart Wealth LLC
Virginia
$143K – – –
HAP
842
Harbor Asset Planning
Massachusetts
$143K +$245 +1 +0.2%
IWM
843
Inlight Wealth Management
Georgia
$134K – – –
CTC
844
Central Trust Company
Missouri
$133K – – –
CI
845
CX Institutional
Indiana
$132K +$74K +302 +141%
CA
846
Crewe Advisors
Utah
$132K +$1.96K +8 +2%
TCM
847
TD Capital Management
Tennessee
$122K +$20.3K +83 +21%
SIS
848
Strategic Investment Solutions
Illinois
$119K -$191K -778 -63%
LBC
849
Lowe Brockenbrough & Co
Virginia
$117K – – –
CFP
850
Comprehensive Financial Planning
Pennsylvania
$111K +$245 +1 +0.2%