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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
76
Donaldson Capital Management
Indiana
$12.6M +$574K +4,068 +5%
CCFM
77
Clear Creek Financial Management
Washington
$11.8M +$1.94M +13,754 +19%
PAG
78
Private Advisor Group
New Jersey
$11.8M -$789K -5,590 -6%
Truist Financial
79
Truist Financial
North Carolina
$11.4M -$5.15M -36,506 -31%
TWM
80
Trinity Wealth Management
Pennsylvania
$11.3M +$401K +2,841 +4%
CL
81
Choreo LLC
Illinois
$10.8M +$11M +77,898 New
SWA
82
Sax Wealth Advisors
New Jersey
$10.8M -$767K -5,435 -7%
AIM
83
Acropolis Investment Management
Missouri
$10.7M +$10.8M +76,855 New
HighTower Advisors
84
HighTower Advisors
Illinois
$10.4M -$2.06M -14,594 -16%
SWMG
85
Sanchez Wealth Management Group
Florida
$9.52M -$988 -7 -0%
BPA
86
Beacon Pointe Advisors
California
$9.39M -$196K -1,390 -2%
SWP
87
Stratos Wealth Partners
Ohio
$9.36M -$2.2M -15,605 -19%
Goldman Sachs
88
Goldman Sachs
New York
$9.3M +$5.88M +41,704 +165%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$9.15M -$453K -3,212 -5%
CCP
90
Cassia Capital Partners
North Carolina
$9.05M -$112K -797 -1%
SFO
91
Stokes Family Office
Louisiana
$8.95M -$15.2M -108,025 -63%
DILIC
92
Dai-ichi Life Insurance Company
Japan
$8.92M -$916K -6,491 -9%
SPA
93
Shore Point Advisors
New Jersey
$8.8M +$491K +3,483 +6%
SPC
94
Sigma Planning Corp
Michigan
$8.68M -$303K -2,145 -3%
Lido Advisors
95
Lido Advisors
California
$8.52M -$134K -947 -2%
PIN
96
Prudent Investors Network
California
$8.43M -$1.15M -8,149 -12%
CPIG
97
Chicago Partners Investment Group
Illinois
$8.36M -$352K -2,495 -4%
NMG
98
New Millennium Group
Utah
$8.25M +$102K +726 +1%
AWA
99
ARQ Wealth Advisors
Arizona
$8.04M -$3.34M -23,696 -29%
PAS
100
Park Avenue Securities
New York
$7.92M -$48.4M -342,955 -86%