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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
CFO4Life Group
Texas
$24.8M -$237K -1,225 -1%
SP
52
Symmetry Partners
Connecticut
$24.7M -$81.3M -419,685 -78%
I
53
INVST
Indiana
$22.1M -$1.12M -5,765 -5%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$21.9M -$1.19M -6,137 -5%
GM
55
GeoWealth Management
Illinois
$21.8M +$9.17M +47,361 +78%
OC
56
Oppenheimer & Co
New York
$21M +$2.25M +11,626 +13%
SFPM
57
Sensible Financial Planning & Management
Massachusetts
$20.5M -$359K -1,854 -2%
BIA
58
Bell Investment Advisors
California
$20.3M +$118K +609 +0.6%
GT
59
Glenview Trust
Kentucky
$18.5M -$402K -2,078 -2%
SWMG
60
Sanchez Wealth Management Group
Florida
$18.1M +$2.82M +14,553 +19%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$17.6M -$373K -1,928 -2%
MWP
62
Meredith Wealth Planning
Illinois
$17.3M -$136K -701 -0.8%
OFG
63
Oxford Financial Group
Indiana
$16.9M -$2M -10,337 -11%
YCG
64
Yeomans Consulting Group
Georgia
$16.6M -$2.38M -12,292 -13%
JAG
65
Journey Advisory Group
Kentucky
$16.4M -$237K -1,223 -1%
TWM
66
Trinity Wealth Management
Pennsylvania
$16.4M -$846K -4,369 -5%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$16M -$5.48M -28,271 -26%
PIN
68
Prudent Investors Network
California
$15.8M -$233K -1,204 -2%
Mariner
69
Mariner
Kansas
$14.9M -$653K -3,373 -4%
CPC
70
Consolidated Planning Corp
Georgia
$13.9M +$700K +3,613 +6%
M&T Bank
71
M&T Bank
New York
$13.6M +$4.29M +22,130 +49%
ASN
72
Advisory Services Network
Georgia
$13.4M
FIA
73
Foundations Investment Advisors
Arizona
$13.2M +$613K +3,163 +5%
SWG
74
Summit Wealth Group
Vermont
$12.9M -$4.65M -24,023 -27%
JE
75
JMAC Enterprises
Pennsylvania
$12.9M +$367K +1,895 +3%