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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$11.6M +$870K +6,205 +8%
DCM
77
Donaldson Capital Management
Indiana
$11.6M -$669K -4,767 -5%
HighTower Advisors
78
HighTower Advisors
Illinois
$11.5M -$957K -6,825 -7%
TWA
79
Tillar-Wenstrup Advisors
Ohio
$11.4M +$4.9M +34,947 +67%
TWM
80
Trinity Wealth Management
Pennsylvania
$11.1M +$450K +3,212 +4%
FIA
81
Foundations Investment Advisors
Arizona
$10.8M -$572K -4,080 -5%
Bank Julius Baer & Co
82
Bank Julius Baer & Co
Switzerland
$10.6M -$252K -1,795 -2%
MML Investors Services
83
MML Investors Services
Massachusetts
$10.6M -$276K -1,970 -2%
AWA
84
ARQ Wealth Advisors
Arizona
$10.4M +$111K +795 +1%
Franklin Resources
85
Franklin Resources
California
$10.2M -$10.1M -71,782 -48%
NYLIM
86
New York Life Investment Management
New York
$9.6M +$589K +4,202 +6%
SPI
87
Santori & Peters Inc
Pennsylvania
$9.41M -$160K -1,141 -2%
LPT
88
Legacy Private Trust
Wisconsin
$9.34M -$3.6M -25,677 -26%
CCP
89
Cassia Capital Partners
North Carolina
$9.34M +$1.44M +10,256 +17%
SWMG
90
Sanchez Wealth Management Group
Florida
$9.13M -$150K -1,068 -2%
HF
91
HRT Financial
New York
$9.07M -$8.42M -60,037 -46%
SPC
92
Sigma Planning Corp
Michigan
$9.03M +$685K +4,883 +8%
SWG
93
Summit Wealth Group
Vermont
$8.96M +$606K +4,320 +7%
CPIG
94
Chicago Partners Investment Group
Illinois
$8.92M -$536K -3,820 -6%
CCFM
95
Clear Creek Financial Management
Washington
$8.88M +$1.31M +9,353 +16%
SC
96
Scotia Capital
Ontario, Canada
$8.72M -$1.19M -8,491 -11%
CF
97
Centaurus Financial
California
$8.56M -$1.4M -9,964 -13%
AWS
98
Atria Wealth Solutions
New York
$8.42M -$996K -7,101 -10%
SPA
99
Shore Point Advisors
New Jersey
$8.28M +$2.52K +18 +0%
Lido Advisors
100
Lido Advisors
California
$8.25M -$462K -3,293 -5%