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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCMG
201
Gyroscope Capital Management Group
Florida
$1.22M -$225K -1,956 -16%
KFGK
202
Keystone Financial Group (Kentucky)
Kentucky
$1.21M +$518K +4,500 +80%
BWL
203
Bogart Wealth LLC
Virginia
$1.2M +$1.15M +10,037 +20,484%
Bank of Nova Scotia
204
Bank of Nova Scotia
Ontario, Canada
$1.19M -$506K -4,395 -30%
NFG
205
NewFocus Financial Group
Washington
$1.17M
MC
206
Moors & Cabot
Massachusetts
$1.14M -$155K -1,350 -12%
HCA
207
Heck Capital Advisors
Wisconsin
$1.09M
JCM
208
Janney Capital Management
Pennsylvania
$1.09M -$125K -1,086 -11%
WAM
209
Watermark Asset Management
California
$1.08M -$42.6K -370 -4%
ICM
210
Ionic Capital Management
New York
$1.07M
ACP
211
Arcus Capital Partners
Georgia
$1.06M +$1.02M +8,886 New
AIM
212
Advantage Investment Management
Iowa
$995K +$158K +1,372 +20%
FWP
213
FAS Wealth Partners
Kansas
$987K -$805 -7 -0.1%
AWM
214
AE Wealth Management
Kansas
$956K +$924K +8,036 New
PA
215
PFG Advisors
Arizona
$952K +$251K +2,182 +33%
RCG
216
Ruggie Capital Group
Florida
$946K +$278K +2,421 +44%
CI
217
CX Institutional
Indiana
$938K +$219K +1,905 +32%
FC
218
Ferris Capital
Massachusetts
$937K +$906K +7,877 New
VIM
219
Vista Investment Management
Pennsylvania
$926K +$123K +1,072 +16%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$915K -$34.2K -297 -4%
BCA
221
Bay Colony Advisors
Massachusetts
$893K +$75.5K +656 +10%
PFS
222
Prospera Financial Services
Texas
$892K +$276K +2,396 +46%
AWS
223
AJ Wealth Strategies
New York
$863K -$8.8M -76,499 -91%
EWF
224
Epstein & White Financial
California
$829K -$1.22M -10,571 -60%
PWS
225
Paragon Wealth Strategies
Florida
$808K +$236K +2,049 +43%