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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
51
Kathmere Capital Management
Pennsylvania
$43.8M -$1.23M -5,029 -3%
JC
52
JB Capital
Connecticut
$43M +$2.34M +9,553 +6%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$41.3M +$6M +24,496 +18%
MFG
54
Merit Financial Group
Georgia
$41.2M +$8.48M +34,632 +27%
Lido Advisors
55
Lido Advisors
California
$39.4M +$15.2M +61,915 +68%
NYLIM
56
New York Life Investment Management
New York
$38.8M +$8.8M +35,939 +31%
AC
57
Apella Capital
Connecticut
$38.6M -$5.59M -22,833 -13%
SA
58
Sanctuary Advisors
Indiana
$37.5M +$842K +3,439 +2%
MAM
59
Mullooly Asset Management
New Jersey
$35.4M +$390K +1,594 +1%
IWC
60
Integrated Wealth Concepts
Massachusetts
$35.1M +$186K +758 +0.6%
1WM
61
1900 Wealth Management
Texas
$34.5M -$217K -888 -0.7%
UCFA
62
United Capital Financial Advisors
Texas
$33.2M +$70.5K +288 +0.2%
SCM
63
Stonehearth Capital Management
Massachusetts
$32.5M -$736K -3,004 -2%
AIM
64
Acropolis Investment Management
Missouri
$32.4M +$1.42M +5,813 +5%
KIM
65
Kestra Investment Management
Texas
$32.3M -$5.05M -20,602 -14%
Truist Financial
66
Truist Financial
North Carolina
$31.9M +$1.39M +5,676 +5%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$31.8M +$5.57M +22,731 +22%
SWMG
68
Sanchez Wealth Management Group
Florida
$29.9M +$1.03M +4,198 +4%
OC
69
Oppenheimer & Co
New York
$28.7M +$2.29M +9,360 +9%
M&T Bank
70
M&T Bank
New York
$28.4M +$4.95M +20,225 +22%
SFA
71
Sequoia Financial Advisors
Ohio
$27.8M +$439K +1,792 +2%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$25.7M -$332K -1,356 -1%
KAS
73
Kestra Advisory Services
Texas
$25.6M +$2.89M +11,796 +13%
Mariner
74
Mariner
Kansas
$25.6M +$572K +2,337 +2%
AI
75
Atria Investments
North Carolina
$25.2M +$1.36M +5,573 +6%