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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
101
Crestwood Advisors Group
Massachusetts
$14.2M -$375K -2,271 -3%
GT
102
Glenview Trust
Kentucky
$14M +$62.5K +378 +0.4%
AFC
103
Adaptive Financial Consulting
Ohio
$13.9M +$1.35M +8,141 +10%
CCP
104
Cassia Capital Partners
North Carolina
$13.7M -$6.35M -38,400 -31%
NA
105
NewEdge Advisors
Louisiana
$13.3M +$7.71M +46,660 +130%
EC
106
Estate Counselors
Wisconsin
$13.2M -$364K -2,200 -3%
SPI
107
Santori & Peters Inc
Pennsylvania
$13.2M -$4.62M -27,971 -25%
PAG
108
Private Advisor Group
New Jersey
$13.2M -$3.69M -22,293 -21%
US Bancorp
109
US Bancorp
Minnesota
$12.6M -$1.36M -8,238 -10%
NL
110
Navalign LLC
California
$12.5M +$12.9K +78 New
FSA
111
Financial Sense Advisors
California
$12.5M +$9.87M +59,681 +334%
DILIC
112
Dai-ichi Life Insurance Company
Japan
$12.4M +$7.99M +48,300 +166%
CPIG
113
Chicago Partners Investment Group
Illinois
$11.8M +$450K +2,724 +4%
EWF
114
Epstein & White Financial
California
$11.7M +$3.66M +22,160 +44%
SFPM
115
Sensible Financial Planning & Management
Massachusetts
$11.7M -$45.1K -273 -0.4%
PA
116
Prism Advisors
California
$11.6M -$531K -3,213 -4%
SWP
117
Stratos Wealth Partners
Ohio
$11.3M +$493K +2,981 +4%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$11.1M +$2.94M +17,755 +35%
Citigroup
119
Citigroup
New York
$10.9M +$564K +3,409 +5%
SFS
120
Strategic Financial Services
New York
$10.8M +$793K +4,796 +8%
LIA
121
LS Investment Advisors
Michigan
$10.8M -$464K -2,807 -4%
WP
122
WealthShield Partners
North Carolina
$10.7M +$4.71M +28,493 +75%
JGC
123
J. Goldman & Co
New York
$10.6M +$6.64M +40,174 +157%
BMM
124
Berkshire Money Management
Massachusetts
$10.6M +$415K +2,510 +4%
FA
125
Fortis Advisors
Pennsylvania
$10.6M +$12.9M +78,184 +107%