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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
126
Solidarity Wealth
Utah
$16.7M +$14.5M +48,687 New
SHJ
127
Sharkey, Howes & Javer
Colorado
$16.7M -$5.18M -17,347 -26%
GRP
128
Global Retirement Partners
California
$16.6M +$14.5M +48,480 New
SFP
129
Shepherd Financial Partners
Massachusetts
$16.2M -$4.56M -15,297 -24%
QCM
130
Quantinno Capital Management
New York
$16.2M +$2.37M +7,952 +20%
EWA
131
EP Wealth Advisors
California
$16.1M +$12.9M +43,117 +1,094%
AQR Capital Management
132
AQR Capital Management
Connecticut
$16.1M +$2.79M +9,344 +25%
PS
133
Principal Securities
Iowa
$16.1M +$6.06M +20,310 +76%
Franklin Resources
134
Franklin Resources
California
$15.9M -$1.89M -6,350 -12%
AHC
135
Anderson Hoagland & Co
Missouri
$15.8M +$271K +909 +2%
SHIM
136
Stone House Investment Management
Pennsylvania
$15.7M -$5.1M -17,078 -27%
VAS
137
Vestmark Advisory Solutions
Massachusetts
$15.6M +$2.04M +6,843 +18%
AIM
138
Advyzon Investment Management
Illinois
$15M +$4.33M +14,523 +50%
SA
139
Scarborough Advisors
Maryland
$14.6M -$6.6M -22,123 -33%
KPWS
140
Kestra Private Wealth Services
Texas
$14.4M +$561K +1,879 +5%
EH
141
Equitable Holdings
New York
$14.4M -$2.71M -9,089 -18%
RFM
142
Royal Fund Management
Florida
$14.3M -$31.9K -107 -0.3%
JF
143
Jump Financial
Illinois
$14.3M +$12.5M +41,734 New
BCM
144
Brookstone Capital Management
Illinois
$14.2M +$1.56M +5,234 +14%
CIA
145
Concurrent Investment Advisors
Florida
$14.2M +$2.4M +8,051 +24%
PFA
146
Pettinga Financial Advisors
Indiana
$14.2M -$5.01M -16,805 -29%
GWAG
147
Garrett Wealth Advisory Group
Texas
$13.9M -$114K -381 -0.9%
SWM
148
Scissortail Wealth Management
Oklahoma
$13.8M -$1.26M -4,228 -10%
RTM
149
RH Tailwind Management
Pennsylvania
$13.7M +$11.9M +40,000 New
TC
150
Trilogy Capital
California
$13.5M -$557K -1,866 -5%