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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
401
Good Life Advisors
Pennsylvania
$327K -$49.8K -354 -14%
KWA
402
Kellett Wealth Advisors
Ohio
$326K -$28.1K -200 -8%
RG
403
Retirement Group
California
$324K -$182K -1,296 -37%
VIM
404
Vista Investment Management
Pennsylvania
$324K -$29.7K -211 -9%
FWM
405
Fingerlakes Wealth Management
New York
$319K -$9.56K -68 -3%
LBA
406
Lowell Blake & Associates
Massachusetts
$318K – – –
FPW
407
Flagship Private Wealth
Massachusetts
$318K +$984 +7 +0.3%
MSWMA
408
Market Street Wealth Management Advisors
Indiana
$317K -$441K -3,140 -59%
LFAS
409
Level Four Advisory Services
Texas
$315K -$2.39K -17 -0.8%
T
410
TNF
Montana
$313K -$10.8K -77 -3%
LF
411
LifeSteps Financial
California
$309K – – –
GP
412
Girard Partners
Pennsylvania
$308K -$4.92K -35 -2%
TF
413
TIAA FSB
Florida
$306K -$33.3K -237 -10%
WT
414
Washington Trust
Rhode Island
$305K -$129K -921 -30%
VIA
415
Vident Investment Advisory
Georgia
$302K +$295K +2,096 New
BFA
416
Beaumont Financial Advisors
Massachusetts
$301K -$58.2K -414 -17%
LT
417
Legacy Trust
Michigan
$297K – – –
VAS
418
Vestmark Advisory Solutions
Massachusetts
$297K +$11.1K +79 +4%
LCM
419
Lunt Capital Management
Utah
$297K +$289K +2,057 New
SXL
420
Summit X LLC
Missouri
$294K -$46K -327 -14%
HSA
421
HBK Sorce Advisory
Pennsylvania
$294K -$7.73K -55 -3%
JJBC
422
James J. Burns & Company
New York
$292K +$703 +5 +0.2%
National Bank of Canada
423
National Bank of Canada
Quebec, Canada
$289K – – –
CAL
424
Capital Advisors Ltd
Ohio
$289K -$8.72K -62 -3%
AB
425
Atlas Brown
Kentucky
$288K +$703 +5 +0.3%