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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$15.9M +$903K +6,221 +6%
JC
77
JB Capital
Connecticut
$15.8M +$15.7M +108,487 New
CG
78
CFO4Life Group
Texas
$15.7M -$2.32M -15,992 -13%
C
79
CFO4Life
Texas
$15.7M +$15.6M +107,257 New
AFC
80
Adaptive Financial Consulting
Ohio
$15.6M +$225K +1,553 +1%
FA
81
Forefront Analytics
Pennsylvania
$15.5M -$3.8M -26,187 -20%
GT
82
Glenview Trust
Kentucky
$15.1M +$72K +496 +0.5%
SFPM
83
Sensible Financial Planning & Management
Massachusetts
$14.8M +$428K +2,952 +3%
KAS
84
Kestra Advisory Services
Texas
$14.7M +$7.56M +52,112 +108%
TWA
85
Tillar-Wenstrup Advisors
Ohio
$14.4M +$1.69M +11,625 +13%
SFS
86
Strategic Financial Services
New York
$14.2M +$1.22M +8,415 +9%
AWS
87
Atria Wealth Solutions
New York
$14.2M +$4.77M +32,848 +51%
SCM
88
Stonehearth Capital Management
Massachusetts
$14M -$79.9K -551 -0.6%
HighTower Advisors
89
HighTower Advisors
Illinois
$13M +$178K +1,228 +1%
DCM
90
Donaldson Capital Management
Indiana
$12.6M -$218K -1,506 -2%
SWP
91
Stratos Wealth Partners
Ohio
$12.1M -$778K -5,363 -6%
SWA
92
Sax Wealth Advisors
New Jersey
$12.1M -$1.04M -7,169 -8%
Franklin Resources
93
Franklin Resources
California
$12M +$737K +5,081 +7%
Bank Julius Baer & Co
94
Bank Julius Baer & Co
Switzerland
$12M +$188K +1,295 +2%
AWA
95
ARQ Wealth Advisors
Arizona
$11.9M +$330K +2,276 +3%
TWM
96
Trinity Wealth Management
Pennsylvania
$11.5M -$844K -5,820 -7%
MFG
97
Merit Financial Group
Georgia
$10.5M +$2.33M +16,086 +29%
CCFM
98
Clear Creek Financial Management
Washington
$10.4M +$522K +3,599 +5%
DILIC
99
Dai-ichi Life Insurance Company
Japan
$10.3M +$2.25M +15,529 +28%
CW
100
CreativeOne Wealth
Kansas
$10.3M +$8.62M +59,398 +529%