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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APC
626
Aspire Private Capital
North Carolina
$4K +$306 +2 +10%
MFT
627
Moisand Fitzgerald Tamayo
Florida
$4K +$1.99K +13 +100%
WEC
628
Winslow Evans & Crocker
Massachusetts
$4K +$4.14K +27 New
DI
629
Disciplined Investments
Oklahoma
$3K -$7.51K -49 -75%
First Manhattan
630
First Manhattan
New York
$3K – – –
JWA
631
JFS Wealth Advisors
Pennsylvania
$3K – – –
SIS
632
Sound Income Strategies
Florida
$3K – – –
MAM
633
Meeder Asset Management
Ohio
$3K +$2.6K +17 New
PMFA
634
Plante Moran Financial Advisors
Michigan
$3K +$3.06K +20 New
Bartlett & Co Wealth Management
635
Bartlett & Co Wealth Management
Ohio
$2.26K – – –
Bartlett & Co
636
Bartlett & Co
Ohio
$2K – – –
CWAF
637
Core Wealth Advisors (Florida)
Florida
$2K – – –
IRC
638
Investors Research Corp
Georgia
$2K – – –
TFGT
639
TS Financial Group (TSFG)
Illinois
$2K – – –
HWA
640
HCR Wealth Advisors
California
$2K +$2.15K +14 New
RIM
641
Rockbridge Investment Management
New York
$1K – – –
GA
642
GoalVest Advisory
New York
$1K +$1.38K +9 New
WIM
643
Westside Investment Management
California
$40 – – –
Horizon Investments
644
Horizon Investments
North Carolina
– -$114M -773,186 Closed
Elo Mutual Pension Insurance
645
Elo Mutual Pension Insurance
Finland
– -$97.6M -662,400 Closed
OCPWS
646
One Charles Private Wealth Services
Massachusetts
– -$19.8M -134,255 Closed
SA
647
Shilanski & Associates
Alaska
– -$2.6M -17,602 Closed
ACP
648
Aveo Capital Partners
Colorado
– -$1.48M -10,063 Closed
CRCM
649
Corbett Road Capital Management
Virginia
– -$819K -5,557 Closed
VCM
650
Virtue Capital Management
Tennessee
– -$737K -4,999 Closed