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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
351
Moloney Securities Asset Management
Missouri
$361K -$32.4K -269 -8%
PCG
352
Private Capital Group
Connecticut
$360K -$241 -2 -0.1%
PCM
353
Penserra Capital Management
California
$359K +$364K +3,016 New
CWM
354
Centric Wealth Management
Illinois
$353K +$8.2K +68 +2%
PAS
355
Partnervest Advisory Services
California
$352K -$235K -1,947 -40%
LRIA
356
Leonard Rickey Investment Advisors
Washington
$340K -$31K -257 -8%
PK
357
Pflug Koory
Nebraska
$336K – – –
CL
358
Cabana LLC
Arkansas
$336K +$340K +2,821 New
BHB
359
Bank Hapoalim BM
Israel
$325K -$58.5K -485 -15%
KP
360
Keel Point
Alabama
$314K -$7.09M -58,789 -96%
WPIC
361
White Pine Investment Company
Michigan
$310K +$65.1K +540 +26%
HFA
362
High Falls Advisors
New York
$307K +$32.9K +273 +12%
TFS
363
TrustCore Financial Services
Tennessee
$303K +$30.6K +254 +11%
AWA
364
Arete Wealth Advisors
Illinois
$300K -$81.4K -675 -21%
BFPW
365
BOK Financial Private Wealth
Colorado
$299K – – –
AIP
366
Ahrens Investment Partners
Louisiana
$292K -$98.2K -815 -25%
JGIA
367
Jackson Grant Investment Advisers
Connecticut
$291K +$10.5K +87 +4%
WT
368
Washington Trust
Rhode Island
$277K – – –
SFG
369
Summit Financial Group
West Virginia
$277K +$280K +2,325 New
BSW
370
Buckingham Strategic Wealth
Missouri
$274K +$7.23K +60 +3%
FIG
371
FundX Investment Group
California
$270K -$639K -5,300 -70%
SAM
372
Sequent Asset Management
Texas
$264K – – –
5L
373
55I LLC
Massachusetts
$258K -$633K -5,249 -71%
Wealthfront Advisers
374
Wealthfront Advisers
California
$257K -$8.44K -70 -3%
OIA
375
OneDigital Investment Advisors
Kansas
$257K +$260K +2,153 New