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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.95B +$2.84M +11,584 +0.2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.59B -$1.58B -6,445,729 -51%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.04B +$203M +829,803 +26%
Morgan Stanley
4
Morgan Stanley
New York
$836M +$181M +739,203 +29%
Raymond James Financial
5
Raymond James Financial
Florida
$786M +$29.6M +120,851 +4%
LPL Financial
6
LPL Financial
California
$677M +$82.6M +337,340 +15%
AssetMark Inc
7
AssetMark Inc
California
$376M -$95.6M -390,553 -21%
Ameriprise
8
Ameriprise
Minnesota
$339M +$22.2M +90,841 +7%
BlackRock
9
BlackRock
New York
$323M +$6.11M +24,930 +2%
Bank of America
10
Bank of America
North Carolina
$318M +$23.2M +94,881 +8%
SOMRS
11
State of Michigan Retirement System
Michigan
$314M +$4.26M +17,400 +1%
Cerity Partners
12
Cerity Partners
New York
$295M +$7.16M +29,230 +3%
BTI
13
Blue Trust Inc
Georgia
$291M -$18.8M -76,913 -6%
EWM
14
Empirical Wealth Management
Washington
$264M -$136K -555 -0.1%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$255M -$4.31M -17,593 -2%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$238M +$220M +896,644 +2,940%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$234M +$2.83M +11,546 +1%
JP Morgan Chase
18
JP Morgan Chase
New York
$223M +$13.2M +54,040 +7%
Wells Fargo
19
Wells Fargo
California
$222M -$744K -3,039 -0.3%
UBS Group
20
UBS Group
Switzerland
$194M -$7.47M -30,508 -4%
Goldman Sachs
21
Goldman Sachs
New York
$190M +$82.4M +336,433 +84%
Corient Private Wealth
22
Corient Private Wealth
Florida
$184M -$24.3M -99,189 -12%
OWM
23
Orgel Wealth Management
Wisconsin
$170M +$1.05M +4,280 +0.6%
MML Investors Services
24
MML Investors Services
Massachusetts
$162M +$49.4M +201,691 +47%
PAS
25
Park Avenue Securities
New York
$134M +$16.3M +66,465 +15%