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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
926
Brown Brothers Harriman & Co
New York
$274K – – –
EW
927
Expressive Wealth
Illinois
$273K – – –
MIC
928
Meridian Investment Counsel
California
$272K +$237K +794 New
CAWM
929
Capital Advisors Wealth Management
Washington
$272K +$236K +792 New
Vontobel Holding
930
Vontobel Holding
Switzerland
$272K +$236K +792 New
BWM
931
Briggs Wealth Management
Connecticut
$271K +$236K +791 New
AFA
932
AA Financial Advisors
Ohio
$269K -$56.1K -188 -19%
PHWM
933
Pine Harbor Wealth Management
Maryland
$268K +$233K +781 New
ADL
934
Asset Dedication LLC
California
$266K – – –
KFG
935
Kingdom Financial Group
Arizona
$266K +$132K +442 +132%
OCM
936
Orion Capital Management
California
$266K -$65.1K -218 -22%
SC
937
Sepio Capital
Utah
$265K +$231K +774 New
FPGK
938
Financial Partners Group (Kansas)
Kansas
$265K +$231K +773 New
PP
939
Pearl Planning
Michigan
$265K +$230K +772 New
BBPWM
940
Blue Bell Private Wealth Management
Pennsylvania
$265K +$298 +1 +0.1%
MHC
941
May Hill Capital
Massachusetts
$264K +$230K +770 New
ECM
942
Evergreen Capital Management
Washington
$264K +$230K +770 New
E
943
EntreWealth
Texas
$264K +$255K +856 New
FM
944
Family Management
New York
$264K +$212K +712 +1,249%
GWM
945
Gilpin Wealth Management
Colorado
$263K -$4.18K -14 -2%
QCG
946
Quadrant Capital Group
Ohio
$260K – – –
KFG
947
Kelly Financial Group
Connecticut
$260K +$226K +759 New
OPCM
948
Osborne Partners Capital Management
California
$259K +$225K +755 New
VPP
949
Vertex Planning Partners
Illinois
$258K +$224K +752 New
NGA
950
Naples Global Advisors
Florida
$258K +$224K +752 New