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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
226
Summit X LLC
Missouri
$1.32M +$253K +2,208 +25%
WWM
227
Western Wealth Management
Colorado
$1.3M +$108K +945 +9%
FTIOP
228
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.29M +$1.24M +10,847 New
AF
229
Advisornet Financial
Minnesota
$1.25M +$130K +1,132 +12%
ACP
230
Arcus Capital Partners
Georgia
$1.23M -$21K -183 -2%
PP
231
PagnatoKarp Partners
Virginia
$1.23M +$1.19M +10,391 New
WCM
232
WealthBridge Capital Management
Ohio
$1.2M -$60.8K -531 -4%
PFS
233
Prospera Financial Services
Texas
$1.18M +$1.13M +9,900 New
CAM
234
Concorde Asset Management
Michigan
$1.17M -$62.4K -545 -5%
NFG
235
NewFocus Financial Group
Washington
$1.12M -$458 -4 -0%
CWS
236
Cypress Wealth Services
California
$1.11M +$210K +1,834 +24%
WCG
237
Weaver Consulting Group
California
$1.11M +$51.5K +450 +5%
SG
238
StoneX Group
New York
$1.1M +$676K +5,905 +176%
VAG
239
VisionPoint Advisory Group
Texas
$1.09M -$343 -3 -0%
BUB
240
BBVA USA Bancshares
Texas
$1.06M -$82.8K -723 -7%
FWP
241
FAS Wealth Partners
Kansas
$1.06M +$21K +183 +2%
HCA
242
Heck Capital Advisors
Wisconsin
$1.05M +$22.4K +196 +2%
MSA
243
Marino Stram & Associates
Massachusetts
$1.04M +$85.3K +745 +9%
AIC
244
Ameritas Investment Company
Nebraska
$1.04M -$22.2M -194,191 -96%
CBFP
245
Cedar Brook Financial Partners
Ohio
$1.04M +$444K +3,882 +80%
WPSG
246
Wealth & Pension Services Group
Georgia
$1.02M -$50.4K -440 -5%
RF
247
RHS Financial
California
$1.01M – – –
TC
248
TownSquare Capital
Utah
$1.01M -$116K -1,013 -11%
VWM
249
Valley Wealth Managers
New Jersey
$1.01M -$69.7K -609 -7%
WIA
250
Wealthstreet Investment Advisors
Texas
$991K +$238K +2,075 +33%
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