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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMM
126
Berkshire Money Management
Massachusetts
$11.5M -$427K -2,403 -4%
TWP
127
Tower Wealth Partners
Pennsylvania
$11.4M +$165K +928 +1%
SMG
128
Smart Money Group
Texas
$11.4M -$1.29M -7,233 -10%
SWMG
129
Sanchez Wealth Management Group
Florida
$11.4M +$168K +944 +1%
M&T Bank
130
M&T Bank
New York
$11.3M +$731K +4,113 +7%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$11.2M +$4.68M +26,312 +71%
KPWS
132
Kestra Private Wealth Services
Texas
$11M +$3.58M +20,141 +48%
PWM
133
Palumbo Wealth Management
New York
$10.9M -$154K -869 -1%
CGFA
134
Colton Groome Financial Advisors
North Carolina
$10.8M +$7.83M +44,057 +254%
FA
135
Fortis Advisors
Pennsylvania
$10.6M -$3.89M -21,868 -14%
Creative Planning
136
Creative Planning
Kansas
$10.3M -$590K -3,319 -5%
CWM
137
Cabot Wealth Management
Massachusetts
$10.2M +$138K +778 +1%
SWP
138
Stratos Wealth Partners
Ohio
$10.2M -$203K -1,141 -2%
Franklin Resources
139
Franklin Resources
California
$9.68M +$1.86M +10,483 +23%
IA
140
IFG Advisory
Georgia
$9.62M +$280K +1,574 +3%
SWG
141
Summit Wealth Group
Vermont
$9.46M +$1.03M +5,813 +12%
MWM
142
McNaughton Wealth Management
California
$9.46M -$22.7K -128 -0.2%
Citigroup
143
Citigroup
New York
$9.32M -$135M -762,209 -93%
BFG
144
Baron Financial Group
New Jersey
$8.93M +$151K +850 +2%
IB
145
Intrust Bank
Kansas
$8.87M +$90.8K +511 +1%
GSWM
146
Golden State Wealth Management
California
$8.86M +$130K +729 +1%
CA
147
Cetera Advisors
Colorado
$8.8M +$1.29M +7,283 +17%
FFG
148
Frisch Financial Group
New York
$8.78M +$52.4K +295 +0.6%
EIA
149
Eldridge Investment Advisors
New Hampshire
$8.68M +$41.4K +233 +0.5%
PG
150
Prostatis Group
Maryland
$8.65M +$613K +3,450 +8%