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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
151
Diversify Wealth Management
Utah
$8.72M +$2.83M +11,278 +56%
BCM
152
Brookstone Capital Management
Illinois
$8.7M -$569K -2,265 -6%
AIP
153
Alexis Investment Partners
Texas
$8.63M +$1.17M +4,664 +14%
SL
154
SWMG LLC
Texas
$8.55M +$382K +1,521 +4%
DADC
155
D.A. Davidson & Co
Montana
$8.5M +$2.16M +8,610 +32%
CF
156
Claris Financial
Virginia
$8.41M -$83.4K -332 -0.9%
VT
157
Vise Technologies
New York
$8.35M
EFG
158
Elevated Financial Group
Indiana
$8.27M +$2.07M +8,254 +32%
FAG
159
Financial Architects (Georgia)
Georgia
$8.12M +$254K +1,010 +3%
Legacy Financial Group (Iowa)
160
Legacy Financial Group (Iowa)
Iowa
$8.08M +$373K +1,485 +5%
HF
161
HRT Financial
New York
$8.06M +$8.44M +33,587 New
CIA
162
Concurrent Investment Advisors
Florida
$8.01M -$4.72M -18,785 -36%
SRC
163
Shufro Rose & Co
New York
$7.92M +$112K +445 +1%
WIA
164
World Investment Advisors
California
$7.91M +$280K +1,116 +4%
CAG
165
Csenge Advisory Group
Florida
$7.9M +$221K +880 +3%
MWM
166
Modern Wealth Management
Kansas
$7.8M +$2.48M +9,864 +45%
TC
167
Tacita Capital
Ontario, Canada
$7.73M -$128K -511 -2%
SL
168
Sentinus LLC
Illinois
$7.71M +$723K +2,879 +10%
VA
169
Vident Advisory
Georgia
$7.57M +$1.57M +6,248 +25%
KG
170
Kilter Group
New York
$7.56M +$540K +2,151 +7%
BWM
171
Brickley Wealth Management
California
$7.55M
CP
172
Capital Planning
Washington
$7.33M -$654K -2,601 -8%
SIA
173
Strategic Investment Advisors
Michigan
$7.28M -$112K -445 -1%
LWA
174
Lineweaver Wealth Advisors
Ohio
$7.24M +$174K +692 +2%
PNFS
175
PW Nova Financial Services
Pennsylvania
$7.17M -$18.6K -74 -0.2%