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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
$51M +$115K +456 +0.2%
AWMS
52
Advocacy Wealth Management Services
Georgia
$48.3M +$3.16M +12,572 +7%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$47.9M +$6.38M +25,382 +14%
KeyBank National Association
54
KeyBank National Association
Ohio
$44.6M -$1.8M -7,157 -4%
KCM
55
Kathmere Capital Management
Pennsylvania
$43.4M +$1.23M +4,911 +3%
Truist Financial
56
Truist Financial
North Carolina
$39.4M +$1.16M +4,623 +3%
IWC
57
Integrated Wealth Concepts
Massachusetts
$38.7M +$9.74M +38,759 +32%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$37.7M +$555K +2,208 +1%
SWMG
59
Sanchez Wealth Management Group
Florida
$37.3M +$989K +3,936 +3%
Lido Advisors
60
Lido Advisors
California
$37.3M +$542K +2,157 +1%
NYLIM
61
New York Life Investment Management
New York
$37.2M -$2.9M -11,529 -7%
AI
62
Atria Investments
North Carolina
$35.1M +$2.9M +11,527 +9%
AC
63
Apella Capital
Connecticut
$34.5M -$1.85M -7,354 -6%
AIM
64
Acropolis Investment Management
Missouri
$34.1M +$656K +2,609 +2%
MAM
65
Mullooly Asset Management
New Jersey
$33M -$711K -2,831 -2%
1WM
66
1900 Wealth Management
Texas
$31.9M -$279K -1,109 -0.8%
BPA
67
Beacon Pointe Advisors
California
$31.8M +$2.94M +11,692 +10%
AAS
68
Ameritas Advisory Services
Nebraska
$30.5M -$1.66M -6,606 -5%
AWM
69
AE Wealth Management
Kansas
$30.2M -$1.07M -4,263 -3%
Two Sigma Investments
70
Two Sigma Investments
New York
$30M +$31.5M +125,199 New
SCM
71
Stonehearth Capital Management
Massachusetts
$29.8M -$671K -2,672 -2%
SAI
72
Savvy Advisors Inc
New York
$27.8M +$4.21M +16,746 +17%
M&T Bank
73
M&T Bank
New York
$27.3M -$451K -1,793 -2%
OC
74
Oppenheimer & Co
New York
$26.5M +$1.3M +5,163 +5%
KAS
75
Kestra Advisory Services
Texas
$25.1M -$267K -1,062 -1%