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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Sagespring Wealth Partners
Tennessee
$17.2M -$619K -2,464 -3%
SPIA
102
Steward Partners Investment Advisory
New York
$16.9M +$3.58M +14,265 +27%
MOS
103
MGO One Seven
Ohio
$16.8M +$8.8M +35,038 +110%
Creative Planning
104
Creative Planning
Kansas
$16.3M +$5.57M +22,202 +52%
JAG
105
Journey Advisory Group
Kentucky
$16.1M -$229K -912 -1%
SHJ
106
Sharkey, Howes & Javer
Colorado
$15.6M +$5.86M +23,341 +60%
CG
107
CFO4Life Group
Texas
$15.3M -$429K -1,710 -3%
SFP
108
Shepherd Financial Partners
Massachusetts
$15.1M +$6.43M +25,629 +74%
BCI
109
Brinker Capital Investments
Pennsylvania
$15M +$6.2M +24,689 +70%
IB
110
Intrust Bank
Kansas
$14.9M +$214K +851 +1%
SHIM
111
Stone House Investment Management
Pennsylvania
$14.8M +$5.13M +20,451 +53%
PIS
112
POM Investment Strategies
North Carolina
$14.5M +$912K +3,631 +7%
NP
113
NorthRock Partners
Minnesota
$14.4M +$5.44M +21,672 +60%
DOA
114
D'Orazio & Associates
Virginia
$14.4M +$2.22M +8,844 +18%
WA
115
Waverly Advisors
Alabama
$14.1M -$520K -2,071 -4%
AGAM
116
Audent Global Asset Management
California
$13.9M +$4.51M +17,969 +48%
VAS
117
Vestmark Advisory Solutions
Massachusetts
$13.5M +$8.45M +33,669 +165%
SFO
118
Stokes Family Office
Louisiana
$13.3M +$5.07M +20,207 +61%
SWG
119
Summit Wealth Group
Vermont
$13.3M -$58K -231 -0.4%
WDL
120
Well Done LLC
Michigan
$13.2M -$136K -543 -1%
CIA
121
Concurrent Investment Advisors
Florida
$13.1M +$1.97M +7,861 +18%
P
122
&Partners
Tennessee
$12.9M +$3.28M +13,061 +34%
FA
123
Forefront Analytics
Pennsylvania
$12.7M +$3.3M +13,152 +35%
PFA
124
Pettinga Financial Advisors
Indiana
$12.4M +$4.26M +16,977 +52%
HFA
125
High Falls Advisors
New York
$12.4M +$4.69M +18,668 +61%