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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP Wealth Advisors
426
EP Wealth Advisors
California
$220K +$214K +1,496 New
HCA
427
Horan Capital Advisors
Ohio
$218K +$211K +1,479 New
WA
428
WESPAC Advisors
California
$216K -$912K -6,386 -81%
AIP
429
Ahrens Investment Partners
Louisiana
$216K -$61.6K -431 -23%
Valeo Financial Advisors
430
Valeo Financial Advisors
Indiana
$216K -$52.7K -369 -20%
SHA
431
Seneca House Advisors
Virginia
$215K +$209K +1,461 New
RIM
432
Regent Investment Management
Kentucky
$213K +$206K +1,444 New
KM
433
Kalos Management
Georgia
$212K +$205K +1,437 New
SP
434
Successful Portfolios
Florida
$212K +$206K +1,441 New
CA
435
Continuum Advisory
Idaho
$210K -$1.15M -8,075 -85%
CRWM
436
Castle Rock Wealth Management
California
$209K +$200K +1,401 New
SBSB
437
Sullivan, Bruyette, Speros & Blaney
Virginia
$204K -$68.4K -479 -26%
HA
438
HYA Advisors
Missouri
$202K +$195K +1,368 New
NL
439
NKCFO LLC
Illinois
$192K – – –
AIC
440
Ayalon Insurance Company
Israel
$180K +$3K +21 +2%
GWS
441
Glassman Wealth Services
Virginia
$177K – – –
SCA
442
Stuart Chaussee & Associates
California
$177K +$171K +1,200 New
CIR
443
Clear Investment Research
Georgia
$167K -$327K -2,291 -67%
PC
444
Permanens Capital
New York
$152K -$56.7K -397 -28%
FPB
445
First PREMIER Bank
South Dakota
$123K – – –
Advisory Alpha
446
Advisory Alpha
Michigan
$120K +$114K +801 New
KPCM
447
Kings Point Capital Management
New York
$119K – – –
AW
448
Avion Wealth
Texas
$116K -$5.86K -41 -5%
PAI
449
Pittenger & Anderson Inc
Nebraska
$111K -$964K -6,746 -90%
HFM
450
Hartford Financial Management
Connecticut
$106K – – –