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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
PFS Investments
Georgia
$107M +$59.8M +336,749 +156%
BDF
27
Balasa Dinverno & Foltz
$103M +$1.19M +6,717 +1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$101M +$6.19M +34,836 +6%
AWM
29
AE Wealth Management
Kansas
$94.6M +$53M +298,008 +124%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$89.4M +$735K +4,138 +0.8%
1WM
31
1900 Wealth Management
Texas
$85.1M -$2.11M -11,898 -2%
Truist Financial
32
Truist Financial
North Carolina
$76.3M +$2.19M +12,298 +3%
OPS
33
Orion Portfolio Solutions
Nebraska
$74.2M +$74.2M +417,439 +8,099%
FBFS
34
First Business Financial Services
Wisconsin
$69.6M +$2.26M +12,703 +3%
Allianz Asset Management
35
Allianz Asset Management
Germany
$65.4M +$2.39M +13,465 +4%
PSUF
36
People's United Financial
Connecticut
$63.9M -$245K -1,376 -0.4%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$63.7M -$23M -129,227 -27%
WCG
38
Wall Capital Group
Arizona
$62.9M +$622K +3,499 +1%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$62.6M -$15M -84,134 -19%
AIC
40
Ameritas Investment Company
Nebraska
$61.8M +$55.4M +311,644 +768%
TC
41
Trilogy Capital
California
$60.9M -$2.74M -15,397 -4%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$59.7M -$32.1M -180,756 -35%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$59M +$4.11M +23,102 +7%
IWC
44
Integrated Wealth Concepts
Massachusetts
$55.1M -$9.36M -52,694 -14%
Mariner
45
Mariner
Kansas
$54.2M +$1.87M +10,499 +4%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$53.9M -$1.3M -7,291 -2%
CFA
47
Carroll Financial Associates
North Carolina
$51.6M -$1.95M -10,980 -4%
RA
48
RFG Advisory
Alabama
$47.9M +$2.11M +11,876 +5%
COF
49
Capital One Financial
Virginia
$47M -$7.65M -43,054 -14%
MCWS
50
McKinley Carter Wealth Services
West Virginia
$45.1M +$1.59M +8,961 +4%