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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$18.5M -$3.02M -28,203 -13%
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
$18.4M -$1.61M -15,073 -8%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$18M -$1.21M -11,299 -6%
US Bancorp
54
US Bancorp
Minnesota
$16.3M +$1.56M +14,565 +10%
SIM
55
Sigma Investment Management
Oregon
$16.3M +$1.25M +11,657 +8%
HighTower Advisors
56
HighTower Advisors
Illinois
$15.2M +$4.26M +39,761 +35%
CCA
57
Cobblestone Capital Advisors
New York
$13.5M -$1.56M -14,537 -10%
BAAM
58
Baker Avenue Asset Management
California
$13.4M -$82.1K -767 -0.6%
SWP
59
Stratos Wealth Partners
Ohio
$13.4M -$6.11M -57,032 -30%
BWA
60
Burt Wealth Advisors
Maryland
$13.4M -$6.41M -59,875 -31%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$13.1M +$1.99M +18,607 +17%
SP
62
Symmetry Partners
Connecticut
$13.1M +$765K +7,146 +6%
VRM
63
Vectors Research Management
New York
$12.8M +$2.45M +22,867 +22%
SPC
64
Sigma Planning Corp
Michigan
$12.6M +$1.13M +10,541 +9%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$12.6M -$40.8M -380,696 -75%
FA
66
Fortis Advisors
Pennsylvania
$12.5M -$284K -2,654 -2%
CC
67
Chanos & Company
New York
$12.3M +$2.49M +23,292 +23%
PAG
68
Private Advisor Group
New Jersey
$12.3M -$225K -2,105 -2%
AIC
69
Ameritas Investment Company
Nebraska
$12.2M +$13M +121,821 New
CG
70
CFO4Life Group
Texas
$12.1M +$3.4M +31,753 +36%
GWAG
71
Garrett Wealth Advisory Group
Texas
$12M +$12.8M +119,420 New
SMG
72
Smart Money Group
Texas
$11.5M +$699K +6,532 +6%
CIAS
73
Capital Investment Advisory Services
North Carolina
$11.4M +$1.46M +13,632 +14%
Stifel Financial
74
Stifel Financial
Missouri
$11.4M -$4.91M -45,877 -29%
FWM
75
Focused Wealth Management
New York
$11.3M +$778K +7,266 +7%