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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCA
101
Heck Capital Advisors
Wisconsin
$1.07M -$315K -3,642 -23%
TCM
102
Tuttle Capital Management
Connecticut
$928K +$490K +5,656 +118%
FWP
103
FAS Wealth Partners
Kansas
$841K +$12.5K +144 +2%
PAMG
104
Patton Albertson Miller Group
Tennessee
$789K -$86.7K -1,002 -10%
NFG
105
Next Financial Group
Texas
$778K +$758K +8,753 New
GWM
106
Geneos Wealth Management
Colorado
$768K +$388K +4,482 +108%
Brown Advisory
107
Brown Advisory
Maryland
$743K -$26.7K -308 -4%
JMPWA
108
JP Morgan Private Wealth Advisors
California
$731K +$86.3K +997 +14%
LFAS
109
Level Four Advisory Services
Texas
$716K
NPC
110
National Planning Corporation
California
$665K +$380K +4,392 +142%
PMG
111
ProVise Management Group
Florida
$634K +$50.2K +580 +9%
PAG
112
Private Advisory Group
Washington
$588K -$924K -10,670 -62%
WF
113
Welch & Forbes
Massachusetts
$480K +$467K +5,400 New
JIP
114
Jaffetilchin Investment Partners
Florida
$473K -$662K -7,646 -59%
PAM
115
Peak Asset Management
Colorado
$471K -$1.9K -22 -0.4%
VKH
116
Virtu KCG Holdings
New York
$466K +$11.5K +133 +3%
SEI Investments
117
SEI Investments
Pennsylvania
$460K +$448K +5,174 +517,400%
BFPW
118
BOK Financial Private Wealth
Colorado
$452K
ATC
119
Argent Trust Co
Tennessee
$449K -$2.16K -25 -0.5%
NA
120
NewEdge Advisors
Louisiana
$433K +$415K +4,790 New
BHB
121
Bank Hapoalim BM
Israel
$426K -$100K -1,160 -19%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$403K -$298M -3,438,653 -100%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$390K +$379K +4,383 New
PAI
124
Pittenger & Anderson Inc
Nebraska
$354K +$122K +1,410 +55%
SFS
125
Sowell Financial Services
Arkansas
$331K -$562K -6,496 -65%