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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$21.4M -$17.5M -123,993 -45%
FIA
52
Foundations Investment Advisors
Arizona
$21.3M +$4.97M +35,247 +30%
WDL
53
Well Done LLC
Michigan
$21M -$107K -758 -0.5%
BWA
54
Burt Wealth Advisors
Maryland
$20.9M +$1.04M +7,338 +5%
AWM
55
AE Wealth Management
Kansas
$20.2M -$11.9M -84,154 -37%
CWG
56
Cornerstone Wealth Group
North Carolina
$19.8M +$100K +710 +0.5%
MWP
57
Meredith Wealth Planning
Illinois
$18.8M +$1.51M +10,697 +9%
MML Investors Services
58
MML Investors Services
Massachusetts
$18.7M -$23.6M -167,202 -55%
CCA
59
Cobblestone Capital Advisors
New York
$18.7M +$283K +2,007 +2%
LF
60
Lee Financial
Texas
$18.5M -$499K -3,537 -3%
EH
61
Equitable Holdings
New York
$18.4M +$1.23M +8,727 +7%
BIA
62
Bell Investment Advisors
California
$17.7M -$569K -4,033 -3%
CG
63
CFO4Life Group
Texas
$17.3M +$2.45M +17,368 +16%
CAN
64
Cetera Advisor Networks
California
$16.1M -$8.4M -59,502 -34%
OC
65
Oppenheimer & Co
New York
$15.9M +$730K +5,176 +5%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$15.7M -$4.29M -30,422 -21%
GT
67
Glenview Trust
Kentucky
$15.6M +$1.21M +8,577 +8%
AFC
68
Adaptive Financial Consulting
Ohio
$15.2M +$428K +3,030 +3%
M&T Bank
69
M&T Bank
New York
$15M -$865K -6,129 -5%
SFPM
70
Sensible Financial Planning & Management
Massachusetts
$14.7M +$601K +4,259 +4%
FA
71
Forefront Analytics
Pennsylvania
$14.3M -$453K -3,213 -3%
Jane Street
72
Jane Street
New York
$14.3M +$14.2M +100,850 +4,900%
JAG
73
Journey Advisory Group
Kentucky
$14.3M +$14.1M +100,145 +3,852%
Stifel Financial
74
Stifel Financial
Missouri
$14.1M -$6.42M -45,467 -31%
SCM
75
Stonehearth Capital Management
Massachusetts
$13.7M +$407K +2,884 +3%