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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
301
Successful Portfolios
Florida
$223K +$223K +2,036 New
KFA
302
Kabarec Financial Advisors
Illinois
$221K +$221K +2,016 New
Marshall Wace
303
Marshall Wace
United Kingdom
$219K +$219K +2,000 New
GLA
304
Good Life Advisors
Pennsylvania
$219K +$220K +2,012 New
WA
305
WBH Advisory
Maryland
$218K – – –
SFM
306
Signet Financial Management
New Jersey
$210K +$30K +274 +17%
MGIA
307
Moneta Group Investment Advisors
Missouri
$205K +$204K +1,868 New
MFW
308
Mosaic Family Wealth
Missouri
$204K – – –
DRS
309
Deane Retirement Strategies
Louisiana
$177K +$438 +4 +0.2%
GRP
310
Global Retirement Partners
California
$171K +$80.1K +732 +89%
WAP
311
Wealthcare Advisory Partners
Pennsylvania
$153K +$73K +667 +92%
CWM
312
Catamount Wealth Management
Connecticut
$153K +$147K +1,340 New
JCM
313
Jacobi Capital Management
Pennsylvania
$148K +$17K +155 +13%
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$144K – – –
MWM
315
MinichMacGregor Wealth Management
New York
$137K +$6.13K +56 +5%
GWS
316
Glassman Wealth Services
Virginia
$108K +$108K +983 New
APSP
317
Asset Planning Services (Pennsylvania)
Pennsylvania
$102K +$99.3K +907 +3,628%
WEC
318
Winslow Evans & Crocker
Massachusetts
$94K +$16.4K +150 +21%
FPB
319
First PREMIER Bank
South Dakota
$91K – – –
BCMIO
320
Beacon Capital Management Inc (Ohio)
Ohio
$90K +$89.8K +820 New
HFM
321
Hartford Financial Management
Connecticut
$79K +$78.6K +718 New
IFAM
322
Institutional & Family Asset Management
Colorado
$78K – – –
SSP
323
Sapphire Star Partners
Washington
$77K +$76.4K +698 New
Chevy Chase Trust
324
Chevy Chase Trust
Maryland
$73K +$72.6K +663 New
LF
325
Lee Financial
Texas
$73K +$72.6K +663 New