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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$45.5M +$9.9M +90,822 +27%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$44.5M +$15M +137,444 +49%
PI
28
PFS Investments
Georgia
$42.8M +$44.3M +406,248 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$40.9M +$20.8M +190,574 +97%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$40.6M +$14.9M +137,053 +56%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$40.2M +$17.4M +159,713 +73%
RJA
32
Raymond James & Associates
Florida
$39.5M +$7.39M +67,827 +22%
QI
33
QS Investors
New York
$37.1M -$2.28M -20,960 -6%
ACM
34
Armbruster Capital Management
New York
$33.2M -$1.92M -17,585 -5%
PAS
35
Park Avenue Securities
New York
$32.3M +$16.5M +151,837 +93%
3AM
36
3D Asset Management
Connecticut
$30.9M -$3.5M -32,141 -10%
OFG
37
Oxford Financial Group
Indiana
$29.3M +$8.42M +77,236 +39%
WDL
38
Well Done LLC
Michigan
$28.9M +$718K +6,590 +2%
AI
39
Atria Investments
North Carolina
$28.6M +$12.3M +113,057 +72%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$27.2M +$1.76M +16,179 +7%
CFA
41
Carroll Financial Associates
North Carolina
$26.1M +$6.33M +58,053 +31%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$26M -$9.21M -84,509 -26%
AssetMark Inc
43
AssetMark Inc
California
$25.1M +$3.55M +32,613 +16%
QA
44
Quantitative Advantage
Minnesota
$25M -$345K -3,165 -1%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$24.8M +$24.6M +226,181 +2,899%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$24.6M +$8.13M +74,563 +47%
PC
47
Permanens Capital
New York
$24.5M -$1.77M -16,252 -7%
FDCC
48
Foster Dykema Cabot & Co
Massachusetts
$23.8M -$501K -4,602 -2%
NCM
49
Niemann Capital Management
Nevada
$22.7M -$302K -2,770 -1%
EWF
50
Epstein & White Financial
California
$21.9M +$20.6M +188,954 +1,043%