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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
76
Cardan Capital Partners
Colorado
$21.8M +$13M +78,930 +139%
OC
77
Oppenheimer & Co
New York
$21.3M -$1.83M -11,043 -8%
KAS
78
Kestra Advisory Services
Texas
$20.8M +$5.22M +31,558 +32%
IDA
79
Intelligence Driven Advisers
California
$20.8M +$276K +1,667 +1%
5L
80
55I LLC
Massachusetts
$20.1M +$19.7M +119,054 +2,097%
GWAG
81
Garrett Wealth Advisory Group
Texas
$19.7M +$349K +2,113 +2%
LF
82
Lee Financial
Texas
$19.5M +$775K +4,686 +4%
PIN
83
Prudent Investors Network
California
$18.3M +$1.34M +8,116 +8%
F
84
F3Logic
Minnesota
$18M -$13.7M -83,125 -43%
CG
85
CFO4Life Group
Texas
$17.3M +$535K +3,238 +3%
KCM
86
Kathmere Capital Management
Pennsylvania
$17.3M +$1.28M +7,715 +8%
AI
87
Atria Investments
North Carolina
$17.2M -$1.27M -7,670 -7%
CCA
88
Cobblestone Capital Advisors
New York
$16.8M +$526K +3,184 +3%
SPIA
89
Steward Partners Investment Advisory
New York
$16.7M +$2.32M +14,027 +16%
FDCC
90
Foster Dykema Cabot & Co
Massachusetts
$16.3M -$1.34M -8,098 -7%
CF
91
Centaurus Financial
California
$15.6M +$1.7M +10,292 +12%
DCM
92
Donaldson Capital Management
Indiana
$15.3M +$335K +2,027 +2%
ACA
93
Atlas Capital Advisors
Wyoming
$15.3M +$2.48K +15 +0%
FA
94
Forefront Analytics
Pennsylvania
$15.2M +$282K +1,705 +2%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$15M -$3.62M -21,888 -19%
MFS
96
Madrona Financial Services
Washington
$14.8M +$996K +6,023 +7%
Bank Julius Baer & Co
97
Bank Julius Baer & Co
Switzerland
$14.5M -$461K -2,791 -3%
PS
98
Planned Solutions
California
$14.4M -$654K -3,956 -4%
SCM
99
Stonehearth Capital Management
Massachusetts
$14.4M +$131K +791 +0.9%
SWA
100
Sax Wealth Advisors
New Jersey
$14.2M +$3.41M +20,614 +30%