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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
126
Hefty Wealth Partners
Indiana
$75K -$261K -3,262 -78%
SBL
127
Sargent Bickham Lagudis
Colorado
$75K +$72.8K +910 New
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67K -$727K -9,086 -92%
HFM
129
Hartford Financial Management
Connecticut
$58K +$56.8K +710 New
AIM
130
Advantage Investment Management
Iowa
$54K +$8K +100 +18%
YWP
131
YorkBridge Wealth Partners
New York
$51K – – –
PB
132
Pinnacle Bancorp
Nebraska
$49K +$47.5K +594 New
Citigroup
133
Citigroup
New York
$39K – – –
CAL
134
Capital Advisors Ltd
Ohio
$28K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$21K -$4.26M -53,195 -100%
NR
136
Newfound Research
Massachusetts
$14K -$30.5K -381 -70%
Creative Planning
137
Creative Planning
Kansas
$11K – – –
RWA
138
Ropes Wealth Advisors
Massachusetts
$9K +$9.12K +114 New
GRP
139
Global Retirement Partners
California
$4K +$3.68K +46 New
HS
140
Horan Securities
United States
$4K +$4.08K +51 New
CCP
141
Cardan Capital Partners
Colorado
– -$15.1M -199,138 Closed
PAS
142
Park Avenue Securities
New York
– -$5.65M -74,317 Closed
BOH
143
Bank of Hawaii
Hawaii
– -$5.53M -72,853 Closed
MFS
144
Madrona Financial Services
Washington
– -$4.42M -58,239 Closed
BCM
145
Brookstone Capital Management
Illinois
– -$2.66M -35,047 Closed
SCA
146
Snowden Capital Advisors
New York
– -$1.13M -14,864 Closed
RBC
147
Ronald Blue & Co
Georgia
– -$995K -13,112 Closed
LFG
148
LifePlan Financial Group
Ohio
– -$924K -12,181 Closed
FTUS
149
Flow Traders U.S.
New York
– -$914K -12,054 Closed
LPT
150
Legacy Private Trust
Wisconsin
– -$910K -12,000 Closed