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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
851
Prosperity Wealth Management
California
$215K -$3.77K -15 -2%
SA
852
Sonoma Allocations
California
$213K +$753 +3 +0.4%
WTFG
853
Wood Tarver Financial Group
Idaho
$213K – – –
AWM
854
Atticus Wealth Management
Florida
$212K +$502 +2 +0.2%
IA
855
Intellus Advisors
Florida
$212K -$46.4K -185 -18%
IF
856
Integrity Financial
Wyoming
$211K +$10.8K +43 +5%
RWM
857
Ritholtz Wealth Management
New York
$210K +$8.54K +34 +4%
AWM
858
Aprio Wealth Management
Georgia
$210K -$80.3K -320 -28%
FPB
859
First PREMIER Bank
South Dakota
$209K – – –
BFA
860
Beaumont Financial Advisors
Massachusetts
$208K -$12.1K -48 -5%
BFWM
861
Bright Futures Wealth Management
New York
$208K +$209K +831 New
OAM
862
Occidental Asset Management
California
$208K +$1.51K +6 +0.7%
CCMG
863
Connecticut Capital Management Group
Connecticut
$208K +$208K +830 New
AFA
864
AA Financial Advisors
Ohio
$208K +$208K +829 New
Kovitz Investment Group Partners
865
Kovitz Investment Group Partners
Illinois
$206K -$400K -1,593 -66%
BCWM
866
Bartlett & Co Wealth Management
Ohio
$206K +$3.01K +12 +1%
TF
867
TME Financial
California
$206K -$251 -1 -0.1%
SWM
868
Selective Wealth Management
Virginia
$204K – – –
PEWA
869
Pacific Excel Wealth Advisors
California
$203K +$203K +809 New
AF
870
Advisornet Financial
Minnesota
$202K +$25.1K +100 +14%
IIA
871
IPG Investment Advisors
California
$202K – – –
VBFP
872
Valtinson Bruner Financial Planning
Minnesota
$201K -$21.3K -85 -10%
BBHC
873
Brown Brothers Harriman & Co
New York
$200K – – –
SS
874
Sunbelt Securities
Texas
$199K +$195K +777 +4,317%
GM
875
GeoWealth Management
Illinois
$197K -$1.87M -7,442 -90%