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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Merriman Wealth Management
Washington
$2.63M +$9.74K +89 +0.4%
FLA
152
Financial Life Advisors
Texas
$2.6M +$476K +4,349 +23%
IWC
153
Integrated Wealth Concepts
Massachusetts
$2.41M +$409K +3,734 +21%
DADC
154
D.A. Davidson & Co
Montana
$2.4M +$125K +1,138 +5%
RFM
155
Royal Fund Management
Florida
$2.29M +$571K +5,218 +33%
DE
156
Day & Ennis
Georgia
$2.29M +$814K +7,440 +56%
LFG
157
LifePlan Financial Group
Ohio
$2.26M +$2.14M +19,560 +1,849%
WF
158
WealthTrust Fairport
Ohio
$2.21M +$86.7K +792 +4%
FA
159
FDx Advisors
Illinois
$2.21M -$1.25M -11,424 -36%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$2.19M +$1.05M +9,584 +92%
GWM
161
Geneos Wealth Management
Colorado
$2.13M +$657K +6,005 +45%
Invesco
162
Invesco
Georgia
$2.09M +$123K +1,120 +6%
DC
163
Davenport & Co
Virginia
$2.01M -$2.08K -19 -0.1%
NEPWA
164
New England Private Wealth Advisors
Massachusetts
$1.95M +$449K +4,106 +30%
EWF
165
Epstein & White Financial
California
$1.93M -$20.7M -189,533 -92%
CAM
166
Concorde Asset Management
Michigan
$1.93M +$86.8K +793 +5%
NFG
167
Nations Financial Group
Iowa
$1.86M +$1.85M +16,933 New
WCG
168
Wall Capital Group
Arizona
$1.83M +$475K +4,339 +35%
Creative Planning
169
Creative Planning
Kansas
$1.73M +$435K +3,973 +34%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$1.72M +$892K +8,151 +109%
FEG
171
Financial Enhancement Group
Indiana
$1.67M -$151K -1,382 -8%
AIP
172
Ahrens Investment Partners
Louisiana
$1.66M +$190K +1,736 +13%
AEPG
173
American Economic Planning Group
New Jersey
$1.64M +$24.5K +224 +2%
I
174
INVST
Indiana
$1.63M +$1.35M +12,355 +498%
Bank of Nova Scotia
175
Bank of Nova Scotia
Ontario, Canada
$1.59M +$1.15M +10,534 +271%