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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Armbruster Capital Management
New York
$70.7M -$1.87M -6,258 -3%
SA
52
Sanctuary Advisors
Indiana
$70.4M -$11.2M -37,593 -15%
IWC
53
Integrated Wealth Concepts
Massachusetts
$68.7M +$11.7M +39,104 +24%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
54
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$68.6M +$59.7M +200,000 New
AI
55
AdvisorShares Investments
Maryland
$66.7M +$58M +194,494 New
AAS
56
Ameritas Advisory Services
Nebraska
$65.9M +$19.4M +65,103 +51%
KeyBank National Association
57
KeyBank National Association
Ohio
$62.8M -$764K -2,561 -1%
NYLIM
58
New York Life Investment Management
New York
$62.4M +$8M +26,801 +17%
KCM
59
Kathmere Capital Management
Pennsylvania
$62.2M +$225K +755 +0.4%
UCFA
60
United Capital Financial Advisors
Texas
$57.2M -$14.2M -47,679 -22%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$55.7M +$1.52M +5,086 +3%
SWMG
62
Sanchez Wealth Management Group
Florida
$54.6M +$1.11M +3,722 +2%
AWMS
63
Advocacy Wealth Management Services
Georgia
$51.7M -$15.1M -50,755 -25%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$48.7M +$12.6M +42,131 +42%
AI
65
Atria Investments
North Carolina
$48.3M -$1.59M -5,336 -4%
Truist Financial
66
Truist Financial
North Carolina
$47.6M -$7.58M -25,409 -15%
AIM
67
Acropolis Investment Management
Missouri
$47.2M -$1.24M -4,149 -3%
MAM
68
Mullooly Asset Management
New Jersey
$46M -$1.05M -3,506 -3%
1WM
69
1900 Wealth Management
Texas
$45.3M -$187K -627 -0.5%
BPA
70
Beacon Pointe Advisors
California
$45.2M -$241K -806 -0.6%
SCM
71
Stonehearth Capital Management
Massachusetts
$40.1M -$2.11M -7,076 -6%
M&T Bank
72
M&T Bank
New York
$39M -$60.6K -203 -0.2%
OC
73
Oppenheimer & Co
New York
$38.8M +$894K +2,995 +3%
SAI
74
Savvy Advisors Inc
New York
$38.8M -$861K -2,886 -2%
KAS
75
Kestra Advisory Services
Texas
$38.7M +$2.42M +8,093 +8%