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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$50.1M -$5.65M -40,278 -10%
Mariner
27
Mariner
Kansas
$49.9M +$195K +1,387 +0.4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$49.3M -$3.95M -28,146 -7%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$46.9M -$1.3M -9,241 -3%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$44.9M -$126K -900 -0.3%
IWC
31
Integrated Wealth Concepts
Massachusetts
$43.8M +$1.5M +10,715 +3%
RA
32
RFG Advisory
Alabama
$39.2M -$3.55M -25,314 -9%
Osaic Holdings
33
Osaic Holdings
Arizona
$37M -$4.85M -34,573 -11%
SP
34
Symmetry Partners
Connecticut
$34.6M +$1.21M +8,650 +3%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$34.3M +$1.22M +8,722 +3%
TC
36
Trilogy Capital
California
$33.7M +$1.31M +9,336 +4%
FFA
37
Fragasso Financial Advisors
Pennsylvania
$32.8M +$644K +4,595 +2%
DLIC
38
Daido Life Insurance Company
Japan
$31.7M – – –
Baird Financial Group
39
Baird Financial Group
Wisconsin
$31.6M +$542K +3,865 +2%
AC
40
Apella Capital
Connecticut
$29.4M +$4.78M +34,085 +18%
AAS
41
Ameritas Advisory Services
Nebraska
$29.3M -$1.55M -11,064 -5%
ACM
42
Armbruster Capital Management
New York
$27.1M +$1.76M +12,582 +6%
QC
43
Quent Capital
New York
$24M +$2.18M +15,573 +9%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$23.8M -$19.5M -138,744 -43%
IWS
45
Insight Wealth Strategies
California
$22.9M – – –
IDA
46
Intelligence Driven Advisers
California
$22.8M +$1.08M +7,732 +5%
PI
47
PFS Investments
Georgia
$22.3M -$392K -2,793 -2%
BWA
48
Burt Wealth Advisors
Maryland
$21.8M -$505K -3,598 -2%
AWM
49
AE Wealth Management
Kansas
$21.1M -$9.64M -68,707 -30%
SFO
50
Stokes Family Office
Louisiana
$21M +$660K +4,707 +3%