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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
51
Foundations Investment Advisors
Arizona
$21.3M +$4.97M +35,247 +30%
WDL
52
Well Done LLC
Michigan
$21M -$107K -758 -0.5%
BWA
53
Burt Wealth Advisors
Maryland
$20.9M +$1.04M +7,338 +5%
AWM
54
AE Wealth Management
Kansas
$20.2M -$11.9M -84,154 -37%
CWG
55
Cornerstone Wealth Group
North Carolina
$19.8M +$100K +710 +0.5%
MWP
56
Meredith Wealth Planning
Illinois
$18.8M +$1.51M +10,697 +9%
MML Investors Services
57
MML Investors Services
Massachusetts
$18.7M -$23.6M -167,202 -55%
CCA
58
Cobblestone Capital Advisors
New York
$18.7M +$283K +2,007 +2%
LF
59
Lee Financial
Texas
$18.5M -$499K -3,537 -3%
EH
60
Equitable Holdings
New York
$18.4M +$1.23M +8,727 +7%
BIA
61
Bell Investment Advisors
California
$17.7M -$569K -4,033 -3%
CG
62
CFO4Life Group
Texas
$17.3M +$2.45M +17,368 +16%
CAN
63
Cetera Advisor Networks
California
$16.1M -$8.4M -59,502 -34%
OC
64
Oppenheimer & Co
New York
$15.9M +$730K +5,176 +5%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$15.7M -$4.29M -30,422 -21%
GT
66
Glenview Trust
Kentucky
$15.6M +$1.21M +8,577 +8%
AFC
67
Adaptive Financial Consulting
Ohio
$15.2M +$428K +3,030 +3%
M&T Bank
68
M&T Bank
New York
$15M -$865K -6,129 -5%
SFPM
69
Sensible Financial Planning & Management
Massachusetts
$14.7M +$601K +4,259 +4%
FA
70
Forefront Analytics
Pennsylvania
$14.3M -$453K -3,213 -3%
Jane Street
71
Jane Street
New York
$14.3M +$14.2M +100,850 +4,900%
JAG
72
Journey Advisory Group
Kentucky
$14.3M +$14.1M +100,145 +3,852%
Stifel Financial
73
Stifel Financial
Missouri
$14.1M -$6.42M -45,467 -31%
SCM
74
Stonehearth Capital Management
Massachusetts
$13.7M +$407K +2,884 +3%
SFS
75
Strategic Financial Services
New York
$13.3M -$176K -1,246 -1%