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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$14.2M +$720K +5,952 +6%
CG
77
CFO4Life Group
Texas
$14.2M -$956K -7,900 -7%
OCPWS
78
One Charles Private Wealth Services
Massachusetts
$14.2M +$948K +7,834 +8%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$14.1M
US Bancorp
80
US Bancorp
Minnesota
$13.9M -$1.62M -13,416 -11%
SPI
81
Santori & Peters Inc
Pennsylvania
$13.6M +$1.05M +8,708 +9%
CAG
82
Crestwood Advisors Group
Massachusetts
$13.5M +$552K +4,565 +5%
FA
83
Fortis Advisors
Pennsylvania
$13.4M -$9.95M -82,179 -44%
LF
84
Lee Financial
Texas
$13.2M +$9.46M +78,149 +351%
MTB
85
Mizuho Trust & Banking
Japan
$13.1M +$7.26M +60,000 +150%
Bank Julius Baer & Co
86
Bank Julius Baer & Co
Switzerland
$12.5M +$554K +4,581 +5%
SPIA
87
Steward Partners Investment Advisory
New York
$12.1M +$164K +1,357 +1%
PA
88
Prism Advisors
California
$11.9M +$11M +90,697 New
ACA
89
Atlas Capital Advisors
Wyoming
$11.8M +$1.47M +12,134 +16%
TWA
90
Tillar-Wenstrup Advisors
Ohio
$11.8M -$2.13M -17,560 -16%
KCM
91
Kathmere Capital Management
Pennsylvania
$11.8M -$5.83M -48,158 -35%
PWS
92
Private Wealth Strategies
Ohio
$11.7M -$1.03M -8,528 -9%
JP Morgan Chase
93
JP Morgan Chase
New York
$11.7M +$438K +3,618 +4%
EC
94
Estate Counselors
Wisconsin
$11.3M +$714K +5,900 +7%
DCM
95
Donaldson Capital Management
Indiana
$11.2M +$559K +4,617 +6%
CCA
96
Cobblestone Capital Advisors
New York
$11.2M +$197K +1,630 +2%
GT
97
Glenview Trust
Kentucky
$11M +$2.8M +23,110 +38%
I
98
INVST
Indiana
$11M +$2.56M +21,161 +34%
CF
99
Copperwynd Financial
Arizona
$10.6M +$9.83M +81,254 New
SWP
100
Stratos Wealth Partners
Ohio
$10.5M -$109K -901 -1%