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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Armbruster Capital Management
New York
$41.7M +$263K +1,253 +0.6%
SP
52
Symmetry Partners
Connecticut
$41.2M +$16.3M +77,659 +64%
Stifel Financial
53
Stifel Financial
Missouri
$39.4M +$29.7M +141,593 +289%
NA
54
NewEdge Advisors
Louisiana
$37.6M +$34.2M +163,437 +883%
KCM
55
Kathmere Capital Management
Pennsylvania
$37.6M -$378K -1,806 -1%
SCM
56
Stonehearth Capital Management
Massachusetts
$36.6M -$382K -1,822 -1%
LLWM
57
Life Line Wealth Management
California
$36.2M +$36.7M +175,177 New
SFA
58
Sequoia Financial Advisors
Ohio
$34.4M +$34.8M +166,267 New
SA
59
Sanctuary Advisors
Indiana
$34.1M -$640K -3,055 -2%
JC
60
JB Capital
Connecticut
$33M +$33.4M +159,464 New
CCA
61
Cobblestone Capital Advisors
New York
$28.6M +$322K +1,536 +1%
UCFA
62
United Capital Financial Advisors
Texas
$28.2M +$27.6M +131,515 +2,642%
1WM
63
1900 Wealth Management
Texas
$27.9M -$722K -3,444 -2%
I
64
INVST
Indiana
$27.6M +$5.11M +24,414 +22%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$27.2M +$9.34M +44,571 +51%
AIM
66
Acropolis Investment Management
Missouri
$25.9M +$333K +1,588 +1%
CG
67
CFO4Life Group
Texas
$25.6M +$299K +1,426 +1%
NYLIM
68
New York Life Investment Management
New York
$24.2M -$1.41M -6,711 -5%
IWC
69
Integrated Wealth Concepts
Massachusetts
$23.9M -$14.3M -68,139 -37%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$21.5M -$920K -4,393 -4%
SWMG
71
Sanchez Wealth Management Group
Florida
$20.6M +$2.09M +9,994 +11%
Franklin Resources
72
Franklin Resources
California
$20.5M +$9.22M +43,991 +80%
Truist Financial
73
Truist Financial
North Carolina
$20.5M +$15.2M +72,739 +276%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$20.3M +$4.06M +19,402 +25%
OC
75
Oppenheimer & Co
New York
$20.3M -$1.13M -5,417 -5%