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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
101
Stone House Investment Management
Pennsylvania
$15.1M +$941K +3,745 +6%
SFP
102
Shepherd Financial Partners
Massachusetts
$15M +$558K +2,221 +4%
NP
103
NorthRock Partners
Minnesota
$15M +$1.19M +4,717 +8%
JAG
104
Journey Advisory Group
Kentucky
$14.8M -$656K -2,612 -4%
CG
105
CFO4Life Group
Texas
$14.6M -$90.5K -360 -0.6%
DOA
106
D'Orazio & Associates
Virginia
$14.3M +$566K +2,251 +4%
CPC
107
Consolidated Planning Corp
Georgia
$14M -$3.5M -13,916 -19%
PFA
108
Pettinga Financial Advisors
Indiana
$14M +$2.15M +8,556 +17%
WA
109
Waverly Advisors
Alabama
$13.5M -$4.52K -18 -0%
Citadel Advisors
110
Citadel Advisors
Florida
$13.1M +$7.19M +28,601 +110%
SWG
111
Summit Wealth Group
Vermont
$12.8M +$37.9K +151 +0.3%
EH
112
Equitable Holdings
New York
$12.8M +$1.58M +6,293 +14%
Franklin Resources
113
Franklin Resources
California
$12.6M +$3.52M +14,021 +36%
MYIA
114
Mount Yale Investment Advisors
Colorado
$12.5M +$2.61M +10,375 +25%
Tudor Investment Corp
115
Tudor Investment Corp
Connecticut
$12.4M +$13M +51,658 New
P
116
&Partners
Tennessee
$12.3M -$25.6K -102 -0.2%
WDL
117
Well Done LLC
Michigan
$12.3M -$428K -1,705 -3%
BCI
118
Brinker Capital Investments
Pennsylvania
$12.2M -$2.23M -8,864 -15%
SFO
119
Stokes Family Office
Louisiana
$11.9M -$933K -3,712 -7%
CF
120
Centaurus Financial
California
$11.7M +$2.11M +8,400 +21%
CPIG
121
Chicago Partners Investment Group
Illinois
$11.3M -$36.2K -144 -0.4%
Jane Street
122
Jane Street
New York
$11.2M -$11.3M -45,095 -49%
PFG
123
PAX Financial Group
Texas
$11M +$1.43M +5,683 +14%
AHC
124
Anderson Hoagland & Co
Missouri
$10.8M +$1.88M +7,487 +20%
TF
125
Trek Financial
Arizona
$10.7M +$1.01M +4,036 +10%