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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
926
Capital Advisors Wealth Management
Washington
$272K +$236K +792 New
Vontobel Holding
927
Vontobel Holding
Switzerland
$272K +$236K +792 New
BWM
928
Briggs Wealth Management
Connecticut
$271K +$236K +791 New
AFA
929
AA Financial Advisors
Ohio
$269K -$56.1K -188 -19%
PHWM
930
Pine Harbor Wealth Management
Maryland
$268K +$233K +781 New
ADL
931
Asset Dedication LLC
California
$266K
KFG
932
Kingdom Financial Group
Arizona
$266K +$132K +442 +132%
OCM
933
Orion Capital Management
California
$266K -$65.1K -218 -22%
SC
934
Sepio Capital
Utah
$265K +$231K +774 New
FPGK
935
Financial Partners Group (Kansas)
Kansas
$265K +$231K +773 New
PP
936
Pearl Planning
Michigan
$265K +$230K +772 New
BBPWM
937
Blue Bell Private Wealth Management
Pennsylvania
$265K +$298 +1 +0.1%
MHC
938
May Hill Capital
Massachusetts
$264K +$230K +770 New
ECM
939
Evergreen Capital Management
Washington
$264K +$230K +770 New
E
940
EntreWealth
Texas
$264K +$255K +856 New
FM
941
Family Management
New York
$264K +$212K +712 +1,249%
GWM
942
Gilpin Wealth Management
Colorado
$263K -$4.18K -14 -2%
QCG
943
Quadrant Capital Group
Ohio
$260K
KFG
944
Kelly Financial Group
Connecticut
$260K +$226K +759 New
OPCM
945
Osborne Partners Capital Management
California
$259K +$225K +755 New
VPP
946
Vertex Planning Partners
Illinois
$258K +$224K +752 New
NGA
947
Naples Global Advisors
Florida
$258K +$224K +752 New
MWA
948
Madson Wealth Advisors
California
$258K -$173K -581 -44%
SW
949
SMART Wealth
Nebraska
$257K +$224K +749 New
HW
950
HORAN Wealth
Ohio
$255K +$222K +744 New