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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
101
Beacon Pointe Advisors
California
$13.4M +$9.73M +59,094 +288%
SFS
102
Strategic Financial Services
New York
$13.3M +$660K +4,013 +5%
EH
103
Equitable Holdings
New York
$13.3M +$706K +4,291 +6%
GWAG
104
Garrett Wealth Advisory Group
Texas
$13.3M -$2.59M -15,717 -17%
5L
105
55I LLC
Massachusetts
$13.2M -$1.21M -7,373 -9%
MWA
106
Meridian Wealth Advisors
Texas
$13.1M +$1.1M +6,665 +9%
FIA
107
Foundations Investment Advisors
Arizona
$13M +$333K +2,023 +3%
ACA
108
Atlas Capital Advisors
Wyoming
$12.8M -$129K -785 -1%
TWM
109
Trinity Wealth Management
Pennsylvania
$12.6M +$634K +3,853 +5%
AWS
110
Atria Wealth Solutions
New York
$12.5M +$12.2M +74,370 New
AWA
111
ARQ Wealth Advisors
Arizona
$12.2M +$2.23M +13,540 +23%
Lido Advisors
112
Lido Advisors
California
$12M -$125K -761 -1%
SPC
113
Sigma Planning Corp
Michigan
$11.9M -$24.8M -150,925 -68%
SWMG
114
Sanchez Wealth Management Group
Florida
$11.7M +$202K +1,227 +2%
DA
115
Detalus Advisors
Missouri
$11.5M -$200K -1,213 -2%
SPIA
116
Steward Partners Investment Advisory
New York
$11.4M -$6.66M -40,471 -37%
HF
117
HRT Financial
New York
$11.4M +$11.1M +67,736 New
PWM
118
Palumbo Wealth Management
New York
$11.3M -$282K -1,715 -2%
TWP
119
Tower Wealth Partners
Pennsylvania
$11.1M +$297K +1,807 +3%
CCFM
120
Clear Creek Financial Management
Washington
$10.9M -$1.6M -9,716 -13%
AI
121
Atria Investments
North Carolina
$10.7M +$190K +1,154 +2%
CCP
122
Cassia Capital Partners
North Carolina
$10.4M -$5.55M -33,714 -35%
SWG
123
Summit Wealth Group
Vermont
$10.4M +$1.09M +6,594 +12%
IA
124
IFG Advisory
Georgia
$10.2M +$896K +5,445 +10%
PPFA
125
Provida Pension Fund Administrator
Chile
$10M -$20.5M -124,766 -68%