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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$53.1M +$20.7M +82,567 +64%
ACM
52
Armbruster Capital Management
New York
$53.1M +$255K +1,016 +0.5%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$51.8M -$1.24M -4,941 -2%
KeyBank National Association
54
KeyBank National Association
Ohio
$48.3M -$988K -3,937 -2%
AWMS
55
Advocacy Wealth Management Services
Georgia
$47.3M +$24M +95,544 +102%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$44.5M +$3.97M +15,816 +10%
KCM
57
Kathmere Capital Management
Pennsylvania
$44M +$1.27M +5,057 +3%
NYLIM
58
New York Life Investment Management
New York
$41.7M +$3.86M +15,382 +10%
Truist Financial
59
Truist Financial
North Carolina
$39.9M +$8.83M +35,158 +28%
Lido Advisors
60
Lido Advisors
California
$39.3M -$139K -554 -0.4%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$38.8M +$24.9M +99,148 +177%
SWMG
62
Sanchez Wealth Management Group
Florida
$37.9M +$8.74M +34,808 +30%
MAM
63
Mullooly Asset Management
New Jersey
$35.1M +$645K +2,568 +2%
KIM
64
Kestra Investment Management
Texas
$35M +$3.43M +13,653 +11%
AIM
65
Acropolis Investment Management
Missouri
$34.9M +$1.17M +4,678 +3%
AI
66
Atria Investments
North Carolina
$33.7M +$9.14M +36,422 +37%
1WM
67
1900 Wealth Management
Texas
$33.5M -$163K -651 -0.5%
AAS
68
Ameritas Advisory Services
Nebraska
$33.5M +$29.1M +115,746 +645%
AC
69
Apella Capital
Connecticut
$33.3M -$4.93M -19,653 -13%
AWM
70
AE Wealth Management
Kansas
$32.6M +$9.68M +38,545 +42%
SCM
71
Stonehearth Capital Management
Massachusetts
$31.7M +$5.02K +20 +0%
IWC
72
Integrated Wealth Concepts
Massachusetts
$30.7M -$3.56M -14,197 -10%
BPA
73
Beacon Pointe Advisors
California
$30.3M +$21.2M +84,483 +231%
M&T Bank
74
M&T Bank
New York
$29M +$1.22M +4,867 +4%
PPFA
75
Provida Pension Fund Administrator
Chile
$28.8M +$6.65M +26,470 +30%