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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$40.3M -$5.77M -31,326 -12%
AWM
52
AE Wealth Management
Kansas
$35.8M -$63M -342,130 -63%
AA
53
ACT Advisors
North Carolina
$35.5M +$1.22M +6,615 +4%
TWM
54
TMD Wealth Management
Arizona
$34.7M +$1.91M +10,360 +6%
LPT
55
Legacy Private Trust
Wisconsin
$34.5M +$2.32M +12,571 +7%
SFO
56
Stokes Family Office
Louisiana
$33.6M +$1.3M +7,038 +4%
SP
57
Symmetry Partners
Connecticut
$33.4M +$3.86M +20,947 +13%
PPFA
58
Provida Pension Fund Administrator
Chile
$33M +$16.4M +88,811 +94%
ACM
59
Armbruster Capital Management
New York
$33M +$975K +5,293 +3%
IWS
60
Insight Wealth Strategies
California
$30.9M -$549K -2,978 -2%
BWA
61
Burt Wealth Advisors
Maryland
$30.7M -$26.2K -142 -0.1%
EWM
62
Empirical Wealth Management
Washington
$30.3M +$30.7M +166,508 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$29.9M -$1.3M -7,079 -4%
RCM
64
Requisite Capital Management
Texas
$29.8M -$3.9M -21,179 -11%
SGI
65
Summit Global Investments
Utah
$28.6M +$9.92M +53,813 +52%
FWM
66
Focused Wealth Management
New York
$28.4M +$400K +2,169 +1%
FA
67
Forefront Analytics
Pennsylvania
$28M +$10.6M +57,458 +60%
TC
68
Trilogy Capital
California
$27.3M -$36.2M -196,580 -57%
WDL
69
Well Done LLC
Michigan
$26.9M +$356K +1,930 +1%
HighTower Advisors
70
HighTower Advisors
Illinois
$26.1M -$4.23M -22,936 -14%
JP Morgan Chase
71
JP Morgan Chase
New York
$25.3M +$5.21M +28,268 +26%
IDA
72
Intelligence Driven Advisers
California
$24.8M -$375K -2,034 -1%
OC
73
Oppenheimer & Co
New York
$24.7M +$222K +1,204 +0.9%
LF
74
Lee Financial
Texas
$24.4M +$497K +2,697 +2%
CAN
75
Cetera Advisor Networks
California
$24.2M -$4.46M -24,178 -15%