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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
201
Physician Wealth Advisors
Utah
$3.8M +$2.62M +18,026 +217%
SCM
202
SevenOneSeven Capital Management
Pennsylvania
$3.75M +$235K +1,621 +7%
SAS
203
Sanford Advisory Services
Michigan
$3.75M +$1.8M +12,389 +93%
CAM
204
CPA Asset Management
Florida
$3.71M +$3.69M +25,439 New
SW
205
SteelPeak Wealth
California
$3.7M +$3.68M +25,384 New
LCC
206
Lincoln Capital Corp
Rhode Island
$3.69M -$52.1K -359 -1%
CAG
207
Csenge Advisory Group
Florida
$3.68M -$291K -2,003 -7%
Goldman Sachs
208
Goldman Sachs
New York
$3.68M +$2.6M +17,946 +247%
RJT
209
Raymond James Trust
Florida
$3.63M +$513K +3,533 +17%
IWP
210
IAG Wealth Partners
Wisconsin
$3.61M -$844K -5,817 -19%
GPA
211
Guerra Pan Advisors
New Jersey
$3.6M -$2.47K -17 -0.1%
OWA
212
One Wealth Advisors
California
$3.58M +$3.56M +24,542 New
AAS
213
Avantax Advisory Services
Texas
$3.52M +$2.09M +14,388 +148%
F
214
F3Logic
Minnesota
$3.51M -$654K -4,505 -16%
GBS
215
Gallagher Benefit Services
Illinois
$3.51M +$3.49M +24,048 New
KFS
216
Kelly Financial Services
Massachusetts
$3.5M +$3.48M +23,989 +199,908%
IB
217
Intrust Bank
Kansas
$3.5M +$179K +1,232 +5%
SIA
218
Strategic Investment Advisors
Michigan
$3.48M +$606K +4,174 +21%
DADC
219
D.A. Davidson & Co
Montana
$3.38M -$23.8K -164 -0.7%
KFSC
220
Keystone Financial Services (Colorado)
Colorado
$3.38M +$98.7K +680 +3%
KSWA
221
Kathleen S. Wright Associates
Pennsylvania
$3.36M +$418K +2,884 +14%
SEP
222
Southland Equity Partners
Missouri
$3.32M -$49.2K -339 -1%
TSA
223
Tri-Star Advisors
Texas
$3.29M +$3.28M +22,632 New
BFG
224
Buttonwood Financial Group
Missouri
$3.24M +$3.22M +22,224 New
RWG
225
Regal Wealth Group
California
$3.24M -$14.5K -100 -0.4%