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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
151
Kestra Private Wealth Services
Texas
$9.05M +$2.26M +9,020 +33%
HighTower Advisors
152
HighTower Advisors
Illinois
$8.95M +$51.5K +205 +0.6%
RIA
153
Regal Investment Advisors
Michigan
$8.95M +$3.74M +14,901 +71%
TFGT
154
TS Financial Group (TSFG)
Illinois
$8.87M +$3.98M +15,833 +81%
CF
155
Claris Financial
Virginia
$8.85M -$184K -732 -2%
OAP
156
One Advisory Partners
Kansas
$8.84M +$3.67M +14,626 +71%
GRP
157
Global Retirement Partners
California
$8.82M +$6.26M +24,940 +242%
HI
158
Harbour Investments
Wisconsin
$8.71M -$2.37M -9,440 -21%
SL
159
SWMG LLC
Texas
$8.65M +$3.51M +13,993 +70%
CP
160
Capital Planning
Washington
$8.37M -$135K -538 -2%
VT
161
Vise Technologies
New York
$8.35M +$3.18M +12,679 +61%
AIP
162
Alexis Investment Partners
Texas
$8.27M +$769K +3,063 +10%
FAG
163
Financial Architects (Georgia)
Georgia
$8.22M +$215K +855 +3%
TC
164
Tacita Capital
Ontario, Canada
$8.19M -$49.5K -197 -0.6%
SRC
165
Shufro Rose & Co
New York
$8.15M +$510K +2,032 +7%
CAG
166
Csenge Advisory Group
Florida
$8.02M +$886K +3,530 +12%
WIA
167
World Investment Advisors
California
$7.97M +$5.13M +20,416 +178%
Legacy Financial Group (Iowa)
168
Legacy Financial Group (Iowa)
Iowa
$7.95M +$3.05M +12,160 +61%
WA
169
Wealth Alliance
New York
$7.89M +$2.69M +10,718 +52%
BWM
170
Brickley Wealth Management
California
$7.87M – – –
PIA
171
Perennial Investment Advisors
California
$7.85M +$1.16M +4,627 +17%
SP
172
SIH Partners
Delaware
$7.72M +$7.74M +30,826 New
SIA
173
Strategic Investment Advisors
Michigan
$7.71M -$27.6M -110,076 -78%
PNFS
174
PW Nova Financial Services
Pennsylvania
$7.57M +$7.52M +29,957 New
LWM
175
Liberty Wealth Management
California
$7.54M -$33.4K -133 -0.4%