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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
51
McKinley Carter Wealth Services
West Virginia
$37M +$4.31M +26,086 +13%
SPC
52
Sigma Planning Corp
Michigan
$35.7M +$2.19M +13,218 +6%
RCM
53
Requisite Capital Management
Texas
$34.9M +$8.77M +53,072 +32%
SFO
54
Stokes Family Office
Louisiana
$33.3M +$33.8M +204,380 +15,196%
RA
55
RFG Advisory
Alabama
$32.6M +$14.6M +88,365 +78%
AA
56
ACT Advisors
North Carolina
$32.1M +$121K +729 +0.4%
ETS
57
ESL Trust Services
New York
$32M +$3.04M +18,415 +10%
AWM
58
AE Wealth Management
Kansas
$31.2M -$35.4M -214,212 -52%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$31.2M -$7.57M -45,804 -19%
IWS
60
Insight Wealth Strategies
California
$30.8M +$11.7M +70,818 +59%
JP Morgan Chase
61
JP Morgan Chase
New York
$29.6M +$14.3M +86,197 +88%
SFA
62
Stewardship Financial Advisors
Georgia
$28.8M -$372K -2,252 -1%
AIC
63
Ameritas Investment Company
Nebraska
$28.1M +$22.6M +136,747 +362%
LPT
64
Legacy Private Trust
Wisconsin
$27.8M +$741K +4,482 +3%
ACM
65
Armbruster Capital Management
New York
$27.5M -$3.1M -18,770 -10%
BWA
66
Burt Wealth Advisors
Maryland
$27.4M -$139K -841 -0.5%
PI
67
PFS Investments
Georgia
$27M -$23.9M -144,806 -46%
CAN
68
Cetera Advisor Networks
California
$26.9M -$30.8M -186,000 -53%
WDL
69
Well Done LLC
Michigan
$26M -$711K -4,300 -3%
FWM
70
Focused Wealth Management
New York
$24.3M -$304K -1,839 -1%
SP
71
Symmetry Partners
Connecticut
$24M +$471K +2,849 +2%
HighTower Advisors
72
HighTower Advisors
Illinois
$23.3M +$1.17M +7,086 +5%
Stifel Financial
73
Stifel Financial
Missouri
$22.3M -$2.25M -13,579 -9%
TWM
74
TMD Wealth Management
Arizona
$22.2M +$558K +3,373 +3%
CCP
75
Cardan Capital Partners
Colorado
$21.8M +$13M +78,930 +139%