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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1001
Caldwell Trust
Florida
$16.3K – – –
MWA
1002
Medallion Wealth Advisors
Connecticut
$16.1K – – –
JWM
1003
JPL Wealth Management
Colorado
$14.9K +$15.6K +62 New
EWA
1004
Elevate Wealth Advisory
Georgia
$14.4K – – –
BOJHT
1005
Bank of Jackson Hole Trust
Wyoming
$13.9K – – –
FM
1006
Family Management
New York
$13.7K – – –
AW
1007
Avion Wealth
Texas
$13K – – –
FGAM
1008
Financial Gravity Asset Management
Texas
$11.8K – – –
TWM
1009
TopTier Wealth Management
Wisconsin
$11.5K +$12.1K +48 New
NEWAS
1010
N.E.W. Advisory Services
Wisconsin
$11K +$7.54K +30 +188%
PWMA
1011
Pension & Wealth Management Advisors
Massachusetts
$10.9K – – –
PFM
1012
Phillips Financial Management
Indiana
$10.8K – – –
PWA
1013
Provenance Wealth Advisors
Florida
$10.1K – – –
GWANC
1014
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.12K +$9.55K +38 New
WC
1015
Westwind Capital
New Mexico
$9K -$2.97M -11,821 -100%
HC
1016
Hurley Capital
New York
$8.65K -$7.29K -29 -45%
AIC
1017
Archer Investment Corporation
Indiana
$7.92K – – –
OHWP
1018
Oak Harbor Wealth Partners
North Carolina
$7.44K – – –
AI
1019
Arvest Investments
Arkansas
$7.44K +$7.79K +31 New
PCFFS
1020
Pacific Center for Financial Services
California
$7.2K +$7.54K +30 New
FFL
1021
Financial Freedom LLC
Ohio
$7.03K +$7.29K +29 New
AIS
1022
Advocate Investing Services
Maryland
$6.96K +$7.29K +29 New
AlphaCore Capital
1023
AlphaCore Capital
California
$6.96K +$7.29K +29 New
TAM
1024
Townsend Asset Management
North Carolina
$6.86K +$7.29K +29 New
DJSG
1025
D.J. St. Germain
Massachusetts
$6.72K +$2.51K +10 +56%