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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMM
76
Berkshire Money Management
Massachusetts
$18.1M +$6.84M +41,564 +63%
PIN
77
Prudent Investors Network
California
$17.9M -$3.35M -20,376 -16%
SPA
78
Shore Point Advisors
New Jersey
$17.4M +$1.19M +7,253 +8%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$17.1M -$786K -4,775 -4%
CCMG
80
Clark Capital Management Group
Pennsylvania
$17.1M -$1.96M -11,935 -11%
DCM
81
Donaldson Capital Management
Indiana
$16.9M +$333K +2,023 +2%
SWA
82
Sax Wealth Advisors
New Jersey
$16.3M -$467K -2,840 -3%
GT
83
Glenview Trust
Kentucky
$16.2M +$431K +2,620 +3%
Stifel Financial
84
Stifel Financial
Missouri
$16.1M -$2.39M -14,534 -13%
PAG
85
Private Advisor Group
New Jersey
$16.1M +$843K +5,120 +6%
AFC
86
Adaptive Financial Consulting
Ohio
$15.7M +$487K +2,958 +3%
KPWS
87
Kestra Private Wealth Services
Texas
$15.6M +$2.37M +14,385 +18%
SCM
88
Stonehearth Capital Management
Massachusetts
$15.5M +$696K +4,231 +5%
MML Investors Services
89
MML Investors Services
Massachusetts
$15.3M +$14.8K +90 +0.1%
WMS
90
Wealth Management Solutions
Pennsylvania
$15.2M +$14.9M +90,291 New
SFPM
91
Sensible Financial Planning & Management
Massachusetts
$15M +$560K +3,403 +4%
FDCC
92
Foster Dykema Cabot & Co
Massachusetts
$14.9M -$161K -978 -1%
F
93
F3Logic
Minnesota
$14.8M +$953K +5,789 +7%
SWP
94
Stratos Wealth Partners
Ohio
$14.2M +$4.22M +25,663 +44%
NMG
95
New Millennium Group
Utah
$14.2M +$690K +4,194 +5%
Bank Julius Baer & Co
96
Bank Julius Baer & Co
Switzerland
$13.9M -$545K -3,313 -4%
LSA
97
Lansing Street Advisors
Pennsylvania
$13.7M +$13.7M +83,174 New
CF
98
Centaurus Financial
California
$13.5M -$3.01M -18,297 -19%
SPI
99
Santori & Peters Inc
Pennsylvania
$13.5M -$75.7K -460 -0.6%
HPA
100
High Probability Advisors
New York
$13.4M +$1.21M +7,328 +10%