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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCC
151
Lincoln Capital Corp
Rhode Island
$4.95M +$707K +4,816 +15%
EWA
152
Exencial Wealth Advisors
Oklahoma
$4.9M +$816K +5,554 +18%
FBFS
153
First Business Financial Services
Wisconsin
$4.72M -$56.1M -381,860 -92%
WWM
154
Western Wealth Management
Colorado
$4.71M -$724K -4,929 -12%
AWMS
155
Advocacy Wealth Management Services
Georgia
$4.71M +$5.08M +34,566 New
ARC
156
Advisor Resource Council
Texas
$4.7M +$5.07M +34,501 New
AHC
157
Anderson Hoagland & Co
Missouri
$4.63M +$349K +2,376 +8%
HTC
158
Haverford Trust Company
Pennsylvania
$4.63M +$990K +6,739 +25%
JMPWA
159
JP Morgan Private Wealth Advisors
California
$4.55M -$680K -4,632 -12%
JE
160
JMAC Enterprises
Pennsylvania
$4.54M +$40.1K +273 +0.8%
AIP
161
Almanack Investment Partners
Pennsylvania
$4.48M +$124K +845 +3%
IWP
162
IAG Wealth Partners
Wisconsin
$4.44M -$1.11M -7,554 -19%
CP
163
Capital Planning
Washington
$4.41M -$1.72M -11,720 -27%
F
164
F3Logic
Minnesota
$4.26M -$8.29M -56,434 -64%
BWM
165
Brickley Wealth Management
California
$4.23M -$121K -821 -3%
AC
166
Avant Capital
Louisiana
$4.16M -$195K -1,328 -4%
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
$4.15M +$4.47M +30,457 New
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$4.1M -$17.9M -121,985 -80%
SCP
169
Syntal Capital Partners
Texas
$4.07M -$301K -2,048 -6%
NL
170
Navalign LLC
California
$4.03M -$43K -293 -1%
SKK
171
Shepherd Kaplan Krochuk
Massachusetts
$3.96M +$188K +1,277 +5%
SPWM
172
Straight Path Wealth Management
Michigan
$3.94M -$229K -1,562 -5%
Allspring Global Investments
173
Allspring Global Investments
North Carolina
$3.93M
JGC
174
J. Goldman & Co
New York
$3.88M +$1.16M +7,909 +39%
FWM
175
Fortress Wealth Management
California
$3.86M -$2.81M -19,125 -40%