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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$21.6M +$1.02M +8,245 +4%
WDL
52
Well Done LLC
Michigan
$20.5M -$2.72M -22,009 -10%
FA
53
Fortis Advisors
Pennsylvania
$19.7M +$4.22M +34,154 +23%
BWA
54
Burt Wealth Advisors
Maryland
$18M -$223K -1,802 -1%
22CM
55
20/20 Capital Management
California
$17.9M +$555K +4,492 +3%
FDCC
56
Foster Dykema Cabot & Co
Massachusetts
$17.7M -$1.36M -11,032 -6%
PIN
57
Prudent Investors Network
California
$17.5M +$2M +16,165 +11%
FBFS
58
First Business Financial Services
Wisconsin
$17.1M +$19.9M +160,775 New
SFA
59
Stewardship Financial Advisors
Georgia
$16.7M -$4.51M -36,486 -19%
FWM
60
Focused Wealth Management
New York
$15.8M +$535K +4,326 +3%
HighTower Advisors
61
HighTower Advisors
Illinois
$15.6M -$885K -7,163 -5%
SP
62
Symmetry Partners
Connecticut
$15.6M +$1.18M +9,567 +7%
WP
63
WealthSource Partners
California
$15.2M +$2.06M +16,645 +13%
COF
64
Capital One Financial
Virginia
$15.2M +$17.7M +142,954 New
MML Investors Services
65
MML Investors Services
Massachusetts
$15M -$4.85M -39,213 -22%
PAG
66
Private Advisor Group
New Jersey
$15M +$4.27M +34,527 +33%
KCM
67
Kathmere Capital Management
Pennsylvania
$14.7M +$6.33M +51,200 +59%
LPT
68
Legacy Private Trust
Wisconsin
$14.6M +$1.28M +10,391 +8%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$14.5M +$4.25M +34,383 +34%
OC
70
Oppenheimer & Co
New York
$14.2M -$3.86M -31,254 -19%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$14.1M
AI
72
AdvisorShares Investments
Maryland
$13.8M +$16M +129,377 New
CC
73
Chanos & Company
New York
$13.6M +$9.05M +73,198 +134%
AWM
74
AE Wealth Management
Kansas
$13.2M -$10.2M -82,489 -40%
RA
75
RFG Advisory
Alabama
$12.8M -$631K -5,104 -4%