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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$1.57M -$222K -1,514 -13%
FWM
202
Fortress Wealth Management
California
$1.56M -$498K -3,392 -25%
KSWA
203
Kathleen S. Wright Associates
Pennsylvania
$1.55M -$1.01M -6,901 -41%
CBFP
204
Cedar Brook Financial Partners
Ohio
$1.55M -$34.8K -237 -2%
GCP
205
GSA Capital Partners
United Kingdom
$1.52M +$1.42M +9,700 New
PCA
206
Peddock Capital Advisors
Massachusetts
$1.52M +$178K +1,215 +14%
NEPWA
207
New England Private Wealth Advisors
Massachusetts
$1.51M +$3.67K +25 +0.3%
CWM
208
CCG Wealth Management
California
$1.5M -$22.3K -152 -2%
MFGP
209
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.39M -$26.7K -182 -2%
DE
210
Day & Ennis
Georgia
$1.37M -$145K -987 -10%
LF
211
Lee Financial
Texas
$1.34M -$1.14M -7,737 -47%
EH
212
Equitable Holdings
New York
$1.34M +$61.6K +420 +5%
Brown Advisory
213
Brown Advisory
Maryland
$1.33M -$80.3K -547 -6%
MWM
214
MorganRosel Wealth Management
Colorado
$1.32M -$18.3K -125 -1%
PWA
215
Physician Wealth Advisors
Utah
$1.3M -$24.8K -169 -2%
BFG
216
Beacon Financial Group
Texas
$1.28M +$1.2M +8,189 New
AWM
217
Apollon Wealth Management
South Carolina
$1.28M +$263K +1,794 +28%
NRW
218
Nova R Wealth
Kansas
$1.27M -$454K -3,092 -28%
TA
219
TFB Advisors
Kansas
$1.27M -$498K -3,390 -30%
AWE
220
Avidian Wealth Enterprises
Texas
$1.24M -$325K -2,216 -22%
MCA
221
Magnolia Capital Advisors
Mississippi
$1.23M +$43K +293 +4%
SF
222
Synovus Financial
Georgia
$1.21M -$265K -1,804 -19%
MCWS
223
McKinley Carter Wealth Services
West Virginia
$1.21M -$39.5K -269 -3%
RSWM
224
Robertson Stephens Wealth Management
California
$1.2M -$253K -1,722 -18%
MA
225
Mutual Advisors
Nebraska
$1.2M -$47K -320 -4%