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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Meitav Investment House
401
Meitav Investment House
Israel
$213K – – –
BOPW
402
Brandywine Oak Private Wealth
Pennsylvania
$211K +$245K +1,984 New
JCM
403
Jacobi Capital Management
Pennsylvania
$210K -$24.7K -200 -9%
SWM
404
Sculati Wealth Management
Michigan
$208K +$24.7K +200 +11%
55I LLC
405
55I LLC
Massachusetts
$208K +$230K +1,864 New
AIP
406
Ahrens Investment Partners
Louisiana
$202K -$37.1K -300 -14%
CAAS
407
Capital Asset Advisory Services
Michigan
$201K +$65.6K +531 +46%
Whittier Trust
408
Whittier Trust
California
$201K +$234K +1,890 New
PP
409
PagnatoKarp Partners
Virginia
$200K -$1M -8,097 -81%
WAM
410
Weatherly Asset Management
California
$200K -$4.33K -35 -2%
SBSB
411
Sullivan, Bruyette, Speros & Blaney
Virginia
$198K -$502K -4,064 -69%
TCI Wealth Advisors
412
TCI Wealth Advisors
Arizona
$196K +$228K +1,845 New
IFAM
413
Institutional & Family Asset Management
Colorado
$180K +$7.04K +57 +3%
Advisory Alpha
414
Advisory Alpha
Michigan
$167K +$16.6K +134 +10%
ELI
415
Empire Life Investments
Ontario, Canada
$152K -$24.2K -196 -12%
KPW
416
Kore Private Wealth
New York
$151K +$175K +1,419 New
NL
417
NKCFO LLC
Illinois
$146K – – –
KPCM
418
Kings Point Capital Management
New York
$139K -$124K -1,000 -43%
TAM
419
Townsend Asset Management
North Carolina
$135K – – –
GWS
420
Glassman Wealth Services
Virginia
$128K – – –
TCOV
421
Trust Company of Vermont
Vermont
$117K – – –
AIC
422
Ayalon Insurance Company
Israel
$113K +$14.6K +118 +12%
KFI
423
Key Financial Inc
Pennsylvania
$101K +$114K +922 New
Federation des caisses Desjardins du Quebec
424
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.8K – – –
FPB
425
First PREMIER Bank
South Dakota
$89K – – –