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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$51.3M -$17.1M -159,167 -26%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$50.8M +$17.6M +163,618 +57%
PI
28
PFS Investments
Georgia
$45.7M +$4.25M +39,581 +11%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$44.4M -$817K -7,598 -2%
TC
30
Trilogy Capital
California
$40.4M +$11.4M +106,402 +42%
AssetMark Inc
31
AssetMark Inc
California
$39.6M +$4.47M +41,573 +13%
CAN
32
Cetera Advisor Networks
California
$39.1M +$14.9M +138,229 +66%
PC
33
Permanens Capital
New York
$35.6M +$13.1M +122,082 +63%
PAS
34
Park Avenue Securities
New York
$35.5M -$31.3M -291,362 -48%
ACM
35
Armbruster Capital Management
New York
$34.1M +$284K +2,638 +0.9%
BCI
36
Brinker Capital Investments
Pennsylvania
$33M -$6.56M -61,051 -17%
WSTAM
37
Wilbanks Smith & Thomas Asset Management
Virginia
$32.4M +$31M +288,546 New
HFA
38
Huber Financial Advisors
Illinois
$32M +$2.27M +21,162 +8%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$31.2M +$29M +270,057 +3,384%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$29.8M -$6.28M -58,428 -18%
DLIC
41
Daido Life Insurance Company
Japan
$28M
BTS
42
BB&T Securities
Virginia
$27.9M +$675K +6,275 +3%
WDL
43
Well Done LLC
Michigan
$26.2M -$8.98M -83,545 -26%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$25.6M -$2.07M -19,295 -8%
CFA
45
Carroll Financial Associates
North Carolina
$25.5M +$883K +8,215 +4%
FDCC
46
Foster Dykema Cabot & Co
Massachusetts
$25.2M +$254K +2,366 +1%
Mariner
47
Mariner
Kansas
$24.1M +$7.02M +65,316 +29%
AIC
48
Ameritas Investment Company
Nebraska
$22.8M +$8.72M +81,135 +67%
CC
49
Chanos & Company
New York
$22M +$7.94M +73,884 +60%
AWM
50
Affinity Wealth Management
Delaware
$19.4M +$17M +158,408 +1,083%