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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
Fortis Advisors
Pennsylvania
$7.68M +$1.17M +13,529 +19%
LMIM
52
Lockheed Martin Investment Management
Maryland
$7.54M +$2.09M +24,182 +40%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$7.49M -$1.42M -16,439 -16%
KSA
54
Ken Stern & Associates
California
$6.74M +$11.1K +128 +0.2%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$6.55M +$590K +6,813 +10%
MCWS
56
McKinley Carter Wealth Services
West Virginia
$6.54M +$35.1K +405 +0.6%
BMM
57
Berkshire Money Management
Massachusetts
$6.53M +$6.35M +73,405 New
SP
58
Symmetry Partners
Connecticut
$6.39M +$336K +3,881 +6%
AssetMark Inc
59
AssetMark Inc
California
$5.55M +$945K +10,919 +21%
DWA
60
Dorsey Wright & Associates
California
$5.12M +$4.99M +57,642 New
Stifel Financial
61
Stifel Financial
Missouri
$4.84M -$641K -7,411 -12%
PAG
62
Private Advisor Group
New Jersey
$4.64M +$388K +4,485 +10%
AI
63
Atria Investments
North Carolina
$4.36M +$403K +4,654 +10%
NFG
64
NewFocus Financial Group
Washington
$4.16M +$341K +3,945 +9%
AWS
65
AJ Wealth Strategies
New York
$4.1M +$3.99M +46,133 New
PWAG
66
Polaris Wealth Advisory Group
California
$3.76M +$110K +1,273 +3%
LNC
67
Lincoln National Corp
Pennsylvania
$3.72M +$2.61M +30,124 +258%
VF
68
Virtu Financial
New York
$3.7M +$3.6M +41,633 New
FTIOP
69
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.55M +$1.13M +13,097 +49%
Jane Street
70
Jane Street
New York
$3.35M -$2.49M -28,763 -43%
WP
71
WealthSource Partners
California
$3.28M +$288K +3,325 +10%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$3.15M +$65.4K +756 +2%
Lido Advisors
73
Lido Advisors
California
$3.12M +$337K +3,892 +12%
LPT
74
Legacy Private Trust
Wisconsin
$3.08M +$3M +34,676 New
IA
75
IFP Advisors
Florida
$3.03M +$2.58M +29,817 +696%