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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Scissortail Wealth Management
Oklahoma
$10.7M +$9.15M +36,416 +452%
OWM
127
Opes Wealth Management
California
$10.5M -$38.9K -155 -0.4%
SB
128
Strategic Blueprint
Georgia
$10.5M +$620K +2,468 +6%
KFSC
129
Keystone Financial Services (Colorado)
Colorado
$10.4M +$3.75M +14,911 +52%
GWP
130
Gateway Wealth Partners
Wisconsin
$10.4M +$7.55M +30,041 +229%
KFS
131
Kelly Financial Services
Massachusetts
$10.2M +$587K +2,336 +6%
KFGK
132
Keystone Financial Group (Kentucky)
Kentucky
$10.1M +$941K +3,744 +10%
RFM
133
Royal Fund Management
Florida
$10.1M -$290K -1,154 -3%
TC
134
Trilogy Capital
California
$9.9M -$955K -3,799 -8%
FFA
135
Farther Finance Advisors
California
$9.81M -$14.3K -57 -0.1%
GWAG
136
Garrett Wealth Advisory Group
Texas
$9.79M -$128K -509 -1%
KPWS
137
Kestra Private Wealth Services
Texas
$9.66M +$1.03M +4,106 +11%
BFG
138
Beacon Financial Group
Texas
$9.63M +$480K +1,912 +5%
MCA
139
Midwest Capital Advisors
Michigan
$9.53M +$420K +1,670 +4%
QCM
140
Quantinno Capital Management
New York
$9.43M -$8.54K -34 -0.1%
Point72 Asset Management
141
Point72 Asset Management
Connecticut
$9.4M +$9.84M +39,152 New
MWP
142
Meredith Wealth Planning
Illinois
$9.28M -$11.7M -46,373 -55%
VAS
143
Vestmark Advisory Solutions
Massachusetts
$9.27M -$3.86M -15,381 -28%
JE
144
JMAC Enterprises
Pennsylvania
$9.25M +$207K +822 +2%
LWM
145
Liberty Wealth Management
California
$9.23M +$2.09M +8,331 +28%
RIA
146
Regal Investment Advisors
Michigan
$9.23M +$679K +2,704 +8%
AQR Capital Management
147
AQR Capital Management
Connecticut
$9.02M +$2.37M +9,434 +33%
TFGT
148
TS Financial Group (TSFG)
Illinois
$9.01M +$536K +2,133 +6%
ACA
149
Aptus Capital Advisors
Alabama
$8.76M -$399K -1,588 -4%
OAP
150
One Advisory Partners
Kansas
$8.72M +$255K +1,013 +3%