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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ancora Advisors
451
Ancora Advisors
Ohio
$104K -$35K -245 -26%
Freestone Capital Holdings
452
Freestone Capital Holdings
Washington
$101K +$98.2K +687 New
William Blair & Company
453
William Blair & Company
Illinois
$99K -$22.1K -155 -19%
TCOV
454
Trust Company of Vermont
Vermont
$95K +$91.7K +642 New
Allworth Financial
455
Allworth Financial
California
$88K -$26.4K -185 -24%
SSB
456
Sandy Spring Bank
Maryland
$77K +$14.3K +100 +24%
PVH
457
Psagot Value Holdings
Israel
$75K – – –
TAM
458
Townsend Asset Management
North Carolina
$75K – – –
First Horizon Advisors
459
First Horizon Advisors
Tennessee
$71K -$59K -413 -46%
Bogart Wealth LLC
460
Bogart Wealth LLC
Virginia
$71K +$12.6K +88 +22%
EWM
461
Endurance Wealth Management
Rhode Island
$66K – – –
LWM
462
Liberty Wealth Management
California
$57K +$28.1K +197 +105%
FFA
463
Founders Financial Alliance
North Carolina
$53K +$50.6K +354 New
TCM
464
TD Capital Management
Tennessee
$53K +$51.7K +362 New
KTC
465
Kistler-Tiffany Companies
Pennsylvania
$49K – – –
TWP
466
TFO Wealth Partners
Ohio
$39K – – –
WB
467
Webster Bank
Connecticut
$38K – – –
TFS
468
TrustCore Financial Services
Tennessee
$36K – – –
Bessemer Group
469
Bessemer Group
New Jersey
$31K – – –
BWM
470
Baystate Wealth Management
Massachusetts
$29K +$28K +196 New
CAPTRUST Financial Advisors
471
CAPTRUST Financial Advisors
North Carolina
$28K -$35.9K -251 -57%
EWM
472
Elmwood Wealth Management
California
$28K – – –
SFG
473
Sowa Financial Group
Rhode Island
$28K – – –
HCP
474
Hexagon Capital Partners
Arkansas
$25K +$25.4K +178 New
F
475
F3Logic
Minnesota
$24K +$21.6M +150,919 +1,272%