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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$5.04M +$816K +10,505 +19%
MFS
52
Madrona Financial Services
Washington
$4.64M -$184K -2,365 -4%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$4.37M -$53.8K -693 -1%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$3.75M +$841K +10,833 +29%
AI
55
Atria Investments
North Carolina
$3.38M +$673K +8,662 +25%
PWAG
56
Polaris Wealth Advisory Group
California
$3.33M +$257K +3,316 +8%
CCMG
57
Clark Capital Management Group
Pennsylvania
$3.15M +$3.16M +40,722 New
MIFH
58
Migdal Insurance & Financial Holdings
Israel
$3.06M -$5.16M -66,500 -63%
AssetMark Inc
59
AssetMark Inc
California
$2.93M +$2.94M +37,872 New
BTS
60
BB&T Securities
Virginia
$2.85M +$792K +10,200 +38%
C
61
CFO4Life
Texas
$2.82M +$1.09M +13,977 +62%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$2.8M +$50.6K +652 +2%
MFS
63
MSI Financial Services
Massachusetts
$2.61M +$777K +10,003 +42%
MCM
64
Moore Capital Management
New York
$2.47M +$2.47M +31,878 New
NFG
65
NewFocus Financial Group
Washington
$2.36M +$136K +1,758 +6%
TWA
66
Tillar-Wenstrup Advisors
Ohio
$2.33M +$238K +3,063 +11%
LPT
67
Legacy Private Trust
Wisconsin
$2.24M -$330K -4,245 -13%
HH
68
Hilltop Holdings
Texas
$2.18M
WP
69
WealthSource Partners
California
$2.17M -$109K -1,408 -5%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$2.04M +$158K +2,031 +8%
BCM
71
Brookstone Capital Management
Illinois
$2.03M +$815K +10,503 +67%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.81M -$1.36M -17,557 -43%
SPC
73
Sigma Planning Corp
Michigan
$1.78M -$12K -154 -0.7%
VWA
74
V Wealth Advisors
Kansas
$1.48M +$533K +6,861 +56%
RBC
75
Ronald Blue & Co
Georgia
$1.47M +$478K +6,153 +48%