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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$26.5M +$1.52M +6,042 +6%
OC
77
Oppenheimer & Co
New York
$26.3M -$1.75M -6,976 -6%
Mariner
78
Mariner
Kansas
$25.6M +$663K +2,640 +3%
US Bancorp
79
US Bancorp
Minnesota
$25.2M +$6.5M +25,906 +35%
SAI
80
Savvy Advisors Inc
New York
$24.8M +$1.3M +5,192 +6%
SFA
81
Sequoia Financial Advisors
Ohio
$24.7M -$2.44M -9,704 -9%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$24.7M -$371K -1,476 -1%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$24.5M +$2.09M +8,322 +9%
PCA
84
Prosperity Capital Advisors
Ohio
$24.5M +$10.8M +43,180 +79%
BIA
85
Bell Investment Advisors
California
$23.1M -$536K -2,134 -2%
Jane Street
86
Jane Street
New York
$22.9M +$12.9M +51,216 +127%
MWP
87
Meredith Wealth Planning
Illinois
$21.3M -$96.9K -386 -0.5%
CF
88
Convergence Financial
Missouri
$21M +$547K +2,178 +3%
JSW
89
Journey Strategic Wealth
New Jersey
$20.2M +$4.78M +19,053 +31%
SW
90
SteelPeak Wealth
California
$20.2M +$8.35M +33,239 +70%
PAG
91
Private Advisor Group
New Jersey
$19.6M +$992K +3,950 +5%
IWA
92
Icon Wealth Advisors
Texas
$19.2M +$6.78M +26,998 +54%
OAM
93
Oppenheimer Asset Management
New York
$18.9M -$338K -1,345 -2%
GT
94
Glenview Trust
Kentucky
$18.7M -$1.27M -5,061 -6%
SA
95
Scarborough Advisors
Maryland
$18.6M +$6.48M +25,818 +53%
SPWM
96
Straight Path Wealth Management
Michigan
$18.1M +$608K +2,422 +3%
CPC
97
Consolidated Planning Corp
Georgia
$18.1M +$835K +3,325 +5%
TWM
98
Trinity Wealth Management
Pennsylvania
$17.6M -$11.3K -45 -0.1%
OFG
99
Oxford Financial Group
Indiana
$17.4M -$295K -1,176 -2%
PIN
100
Prudent Investors Network
California
$17.3M -$1.13M -4,486 -6%