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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
101
Cardan Capital Partners
Colorado
$15.4M -$7.9M -46,617 -34%
GT
102
Glenview Trust
Kentucky
$15.3M +$152K +896 +1%
AFC
103
Adaptive Financial Consulting
Ohio
$15.2M +$220K +1,298 +2%
DILIC
104
Dai-ichi Life Insurance Company
Japan
$15.1M +$1.64M +9,691 +13%
Bank Julius Baer & Co
105
Bank Julius Baer & Co
Switzerland
$15M -$565K -3,333 -4%
F
106
F3Logic
Minnesota
$14.9M -$4.38M -25,862 -23%
SWA
107
Sax Wealth Advisors
New Jersey
$14.9M -$426K -2,514 -3%
FIA
108
Foundations Investment Advisors
Arizona
$14.3M +$3.64M +21,516 +35%
FSA
109
Financial Sense Advisors
California
$14.2M +$747K +4,412 +6%
SPI
110
Santori & Peters Inc
Pennsylvania
$14.2M -$83K -490 -0.6%
JP Morgan Chase
111
JP Morgan Chase
New York
$14.1M -$17.3M -102,371 -56%
EC
112
Estate Counselors
Wisconsin
$14.1M -$147K -870 -1%
PAG
113
Private Advisor Group
New Jersey
$13.7M -$540K -3,189 -4%
NL
114
Navalign LLC
California
$13.5M +$13.2M +78,004 +100,005%
EWF
115
Epstein & White Financial
California
$13.4M +$684K +4,036 +6%
MCA
116
Magnolia Capital Advisors
Mississippi
$13.4M +$13.1M +77,217 New
CCFM
117
Clear Creek Financial Management
Washington
$13.3M +$11.2M +66,122 +610%
SFPM
118
Sensible Financial Planning & Management
Massachusetts
$12.9M +$262K +1,545 +2%
US Bancorp
119
US Bancorp
Minnesota
$12.5M -$997K -5,886 -8%
SFS
120
Strategic Financial Services
New York
$12.5M +$793K +4,684 +7%
CPIG
121
Chicago Partners Investment Group
Illinois
$12.3M +$498K +2,942 +4%
Lido Advisors
122
Lido Advisors
California
$11.8M +$740K +4,367 +7%
BMM
123
Berkshire Money Management
Massachusetts
$11.8M +$379K +2,239 +3%
FA
124
Fortis Advisors
Pennsylvania
$11.7M +$140K +825 +0.5%
TWM
125
Trinity Wealth Management
Pennsylvania
$11.7M +$577K +3,409 +5%