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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
426
Valeo Financial Advisors
Indiana
$216K -$52.7K -369 -20%
SHA
427
Seneca House Advisors
Virginia
$215K +$209K +1,461 New
RIM
428
Regent Investment Management
Kentucky
$213K +$206K +1,444 New
KM
429
Kalos Management
Georgia
$212K +$205K +1,437 New
SP
430
Successful Portfolios
Florida
$212K +$206K +1,441 New
CA
431
Continuum Advisory
Idaho
$210K -$1.15M -8,075 -85%
CRWM
432
Castle Rock Wealth Management
California
$209K +$200K +1,401 New
SBSB
433
Sullivan, Bruyette, Speros & Blaney
Virginia
$204K -$68.4K -479 -26%
HA
434
HYA Advisors
Missouri
$202K +$195K +1,368 New
NL
435
NKCFO LLC
Illinois
$192K
AIC
436
Ayalon Insurance Company
Israel
$180K +$3K +21 +2%
GWS
437
Glassman Wealth Services
Virginia
$177K
SCA
438
Stuart Chaussee & Associates
California
$177K +$171K +1,200 New
CIR
439
Clear Investment Research
Georgia
$167K -$327K -2,291 -67%
PC
440
Permanens Capital
New York
$152K -$56.7K -397 -28%
FPB
441
First PREMIER Bank
South Dakota
$123K
AA
442
Advisory Alpha
Michigan
$120K +$114K +801 New
KPCM
443
Kings Point Capital Management
New York
$119K
AW
444
Avion Wealth
Texas
$116K -$5.86K -41 -5%
PAI
445
Pittenger & Anderson Inc
Nebraska
$111K -$964K -6,746 -90%
HFM
446
Hartford Financial Management
Connecticut
$106K
AA
447
Ancora Advisors
Ohio
$104K -$35K -245 -26%
FCH
448
Freestone Capital Holdings
Washington
$101K +$98.2K +687 New
William Blair & Company
449
William Blair & Company
Illinois
$99K -$22.1K -155 -19%
TCOV
450
Trust Company of Vermont
Vermont
$95K +$91.7K +642 New