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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
76
Bell Investment Advisors
California
$24.2M -$691K -2,822 -3%
SAI
77
Savvy Advisors Inc
New York
$24.1M +$15.7M +64,004 +213%
CCA
78
Cobblestone Capital Advisors
New York
$24M -$144K -588 -0.6%
AWMS
79
Advocacy Wealth Management Services
Georgia
$23.9M +$1.2M +4,909 +6%
AWM
80
AE Wealth Management
Kansas
$23.5M -$1.05M -4,281 -4%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$22.7M +$20.8M +85,011 +2,310%
PPFA
82
Provida Pension Fund Administrator
Chile
$22.7M -$15.3M -62,535 -41%
SFPM
83
Sensible Financial Planning & Management
Massachusetts
$22.6M -$903K -3,689 -4%
I
84
INVST
Indiana
$22.3M +$1.28M +5,219 +6%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$21.9M -$10.3M -41,957 -33%
MWP
86
Meredith Wealth Planning
Illinois
$21.9M -$420K -1,717 -2%
BDWCC
87
B&D White Capital Company
Texas
$21.5M +$20.5M +83,781 New
CF
88
Convergence Financial
Missouri
$20.9M +$2.07M +8,469 +12%
GT
89
Glenview Trust
Kentucky
$20.5M -$553K -2,259 -3%
OAM
90
Oppenheimer Asset Management
New York
$19.8M -$48.7K -199 -0.3%
US Bancorp
91
US Bancorp
Minnesota
$19.1M -$339K -1,383 -2%
PAG
92
Private Advisor Group
New Jersey
$19.1M -$8.05M -32,865 -31%
JF
93
Jump Financial
Illinois
$19M +$18.2M +74,132 New
PIN
94
Prudent Investors Network
California
$18.9M +$237K +968 +1%
SWP
95
Sagespring Wealth Partners
Tennessee
$18.3M -$76.2K -311 -0.4%
OFG
96
Oxford Financial Group
Indiana
$18.1M -$213K -869 -1%
TWM
97
Trinity Wealth Management
Pennsylvania
$18.1M -$6.65M -27,166 -28%
SPWM
98
Straight Path Wealth Management
Michigan
$17.9M +$839K +3,425 +5%
CPC
99
Consolidated Planning Corp
Georgia
$17.7M +$362K +1,479 +2%
ASN
100
Advisory Services Network
Georgia
$17.6M +$242K +989 +1%