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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Montag & Associates
601
Montag & Associates
Georgia
$103K +$106K +640 New
TCOV
602
Trust Company of Vermont
Vermont
$99K – – –
GSAM
603
Grant Street Asset Management
Pennsylvania
$89K +$91.4K +553 New
SSB
604
Sandy Spring Bank
Maryland
$88K +$5.29K +32 +6%
COCM
605
Charter Oak Capital Management
New Hampshire
$88K +$26.1K +158 +41%
FFA
606
Founders Financial Alliance
North Carolina
$83K +$27.1K +164 +46%
Bogart Wealth LLC
607
Bogart Wealth LLC
Virginia
$81K +$2.15K +13 +3%
DWMG
608
DB Wealth Management Group
California
$79K – – –
CAC
609
Certified Advisory Corp
Florida
$79K +$81.2K +491 New
LWP
610
Lumature Wealth Partners
Georgia
$78K -$7.61K -46 -9%
EWM
611
Endurance Wealth Management
Rhode Island
$72K – – –
KTC
612
Kistler-Tiffany Companies
Pennsylvania
$71K – – –
WCM
613
Wealthcare Capital Management
Virginia
$70K +$72.3K +437 New
Aptus Capital Advisors
614
Aptus Capital Advisors
Alabama
$61K -$106K -640 -63%
TAM
615
Townsend Asset Management
North Carolina
$58K -$24.5K -148 -29%
BC
616
Barnett & Company
Tennessee
$55K -$16.5K -100 -23%
SNT
617
Security National Trust
West Virginia
$48K +$49.6K +300 New
GFPC
618
Global Financial Private Client
Florida
$46.1K +$46.6K +282 New
TFS
619
TrustCore Financial Services
Tennessee
$46K +$6.45K +39 +16%
TWP
620
TFO Wealth Partners
Ohio
$43K – – –
WB
621
Webster Bank
Connecticut
$42K – – –
ADIM
622
Alpha DNA Investment Management
Maryland
$41K +$42.7K +258 New
CCM
623
Cribstone Capital Management
Maine
$39K +$39.7K +240 New
MWM
624
Mascoma Wealth Management
New Hampshire
$39K +$40.3K +244 New
PVH
625
Psagot Value Holdings
Israel
$35K -$108K -653 -75%