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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
626
Winslow Evans & Crocker
Massachusetts
$4K +$4.14K +27 New
DI
627
Disciplined Investments
Oklahoma
$3K -$7.51K -49 -75%
First Manhattan
628
First Manhattan
New York
$3K
JWA
629
JFS Wealth Advisors
Pennsylvania
$3K
SIS
630
Sound Income Strategies
Florida
$3K
MAM
631
Meeder Asset Management
Ohio
$3K +$2.6K +17 New
PMFA
632
Plante Moran Financial Advisors
Michigan
$3K +$3.06K +20 New
BCWM
633
Bartlett & Co Wealth Management
Ohio
$2.26K
BC
634
Bartlett & Co
Ohio
$2K
CWAF
635
Core Wealth Advisors (Florida)
Florida
$2K
IRC
636
Investors Research Corp
Georgia
$2K
TFGT
637
TS Financial Group (TSFG)
Illinois
$2K
HWA
638
HCR Wealth Advisors
California
$2K +$2.15K +14 New
RIM
639
Rockbridge Investment Management
New York
$1K
GA
640
GoalVest Advisory
New York
$1K +$1.38K +9 New
NDSI
641
Newman Dignan & Sheerar Inc
Rhode Island
$295
CRI
642
Colonial River Investments
Virginia
$292 +$255K +1,663 New
WIM
643
Westside Investment Management
California
$40
HI
644
Horizon Investments
North Carolina
-$114M -773,186 Closed
EMPI
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