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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWMH
151
Riverpoint Wealth Management Holdings
Illinois
$2.63M +$2.63M +24,000 New
MWM
152
Merriman Wealth Management
Washington
$2.63M +$9.74K +89 +0.4%
FLA
153
Financial Life Advisors
Texas
$2.6M +$476K +4,349 +23%
IWC
154
Integrated Wealth Concepts
Massachusetts
$2.41M +$409K +3,734 +21%
DADC
155
D.A. Davidson & Co
Montana
$2.4M +$125K +1,138 +5%
AFNAS
156
American Financial Network Advisory Services
California
$2.38M -$766 -7 -4%
RFM
157
Royal Fund Management
Florida
$2.29M +$571K +5,218 +33%
DE
158
Day & Ennis
Georgia
$2.29M +$814K +7,440 +56%
LFG
159
LifePlan Financial Group
Ohio
$2.26M +$2.14M +19,560 +1,849%
WF
160
WealthTrust Fairport
Ohio
$2.21M +$86.7K +792 +4%
FA
161
FDx Advisors
Illinois
$2.21M -$1.25M -11,424 -36%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$2.19M +$1.05M +9,584 +92%
GWM
163
Geneos Wealth Management
Colorado
$2.13M +$657K +6,005 +45%
Invesco
164
Invesco
Georgia
$2.09M +$123K +1,120 +6%
DC
165
Davenport & Co
Virginia
$2.01M -$2.08K -19 -0.1%
NEPWA
166
New England Private Wealth Advisors
Massachusetts
$1.95M +$449K +4,106 +30%
EWF
167
Epstein & White Financial
California
$1.93M -$20.7M -189,533 -92%
CAM
168
Concorde Asset Management
Michigan
$1.93M +$86.8K +793 +5%
NFG
169
Nations Financial Group
Iowa
$1.86M +$1.85M +16,933 New
WCG
170
Wall Capital Group
Arizona
$1.83M +$475K +4,339 +35%
Creative Planning
171
Creative Planning
Kansas
$1.73M +$435K +3,973 +34%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$1.72M +$892K +8,151 +109%
FEG
173
Financial Enhancement Group
Indiana
$1.67M -$151K -1,382 -8%
AIP
174
Ahrens Investment Partners
Louisiana
$1.66M +$190K +1,736 +13%
AEPG
175
American Economic Planning Group
New Jersey
$1.64M +$24.5K +224 +2%