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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
176
Savvy Advisors Inc
New York
$4.99M +$4.3M +20,144 +442%
TF
177
Trek Financial
Arizona
$4.95M +$135K +634 +3%
HTC
178
Haverford Trust Company
Pennsylvania
$4.94M +$299K +1,398 +6%
3F
179
360 Financial
Minnesota
$4.85M +$215K +1,004 +4%
CAM
180
Cozad Asset Management
Illinois
$4.84M -$1.07K -5 -0%
MWM
181
Mascoma Wealth Management
New Hampshire
$4.81M +$5.08M +23,779 New
UA
182
Unison Advisors
District of Columbia
$4.79M +$122K +569 +2%
BRWA
183
B. Riley Wealth Advisors
Florida
$4.76M +$1.84M +8,629 +58%
KFS
184
Kelly Financial Services
Massachusetts
$4.76M +$296K +1,385 +6%
KFGK
185
Keystone Financial Group (Kentucky)
Kentucky
$4.75M +$35.5K +166 +0.7%
BFG
186
Buttonwood Financial Group
Missouri
$4.73M +$251K +1,173 +5%
IA
187
IFG Advisory
Georgia
$4.66M -$117K -548 -2%
PIA
188
Perennial Investment Advisors
California
$4.62M +$1.76M +8,246 +56%
PFG
189
PAX Financial Group
Texas
$4.61M +$353K +1,654 +8%
SWM
190
Scissortail Wealth Management
Oklahoma
$4.53M +$4.79M +22,405 New
SXL
191
Summit X LLC
Missouri
$4.49M +$18.8K +88 +0.4%
D.E. Shaw & Co
192
D.E. Shaw & Co
New York
$4.43M +$4.68M +21,921 New
SWA
193
Sax Wealth Advisors
New Jersey
$4.39M -$101K -473 -2%
MCA
194
Midwest Capital Advisors
Michigan
$4.37M +$748K +3,500 +19%
AWM
195
Apollon Wealth Management
South Carolina
$4.29M +$1.85M +8,657 +69%
SKK
196
Shepherd Kaplan Krochuk
Massachusetts
$4.28M -$149K -697 -3%
EFG
197
Elm3 Financial Group
Georgia
$4.26M +$4.5M +21,066 New
PFA
198
Professional Financial Advisors
Nebraska
$4.21M -$122K -571 -3%
SC
199
Scotia Capital
Ontario, Canada
$4.13M +$1.54M +7,195 +54%
FBFS
200
First Business Financial Services
Wisconsin
$4.11M – – –