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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
51
Wilbanks Smith & Thomas Asset Management
Virginia
$22.8M -$11M -96,402 -33%
OC
52
Oppenheimer & Co
New York
$22.5M +$3.96M +34,554 +22%
CC
53
Chanos & Company
New York
$22M -$1.26M -10,990 -6%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$21.9M +$1.79M +15,609 +9%
PA
55
Parallel Advisors
California
$21.2M +$11M +95,974 +115%
AWM
56
Affinity Wealth Management
Delaware
$20.6M +$123K +1,073 +0.6%
BWA
57
Burt Wealth Advisors
Maryland
$20M -$184K -1,610 -0.9%
DF
58
Donoghue Forlines
Massachusetts
$19.3M +$18.6M +162,346 New
SFA
59
Stewardship Financial Advisors
Georgia
$19M +$208K +1,815 +1%
HighTower Advisors
60
HighTower Advisors
Illinois
$18.8M +$785K +6,859 +5%
CWG
61
Cornerstone Wealth Group
North Carolina
$18.5M -$532K -4,650 -3%
US Bancorp
62
US Bancorp
Minnesota
$18.3M -$1.16M -10,144 -6%
CFGS
63
Concourse Financial Group Securities
Alabama
$18M +$14.6M +127,430 +523%
UCFA
64
United Capital Financial Advisors
Texas
$17.9M +$1.23M +10,784 +8%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$17.6M +$639K +5,581 +4%
Fiera Capital (Canada)
66
Fiera Capital (Canada)
Quebec, Canada
$16.8M -$2.06M -17,987 -11%
SP
67
Symmetry Partners
Connecticut
$16.2M -$585K -5,106 -4%
FA
68
Fortis Advisors
Pennsylvania
$16.1M +$336K +2,937 +2%
CCA
69
Cobblestone Capital Advisors
New York
$16M +$110K +962 +0.7%
FWM
70
Focused Wealth Management
New York
$15.5M +$1.09M +9,563 +8%
SWP
71
Stratos Wealth Partners
Ohio
$15.5M +$1.48M +12,934 +11%
CIAS
72
Capital Investment Advisory Services
North Carolina
$15.4M +$733K +6,402 +5%
SPC
73
Sigma Planning Corp
Michigan
$14.8M -$2.06M -17,982 -13%
LPT
74
Legacy Private Trust
Wisconsin
$14M +$6.11M +53,381 +82%
GWAG
75
Garrett Wealth Advisory Group
Texas
$13.9M +$44K +384 +0.3%