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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
226
Ausdal Financial Partners
Iowa
$4.14M -$347K -1,884 -8%
WWM
227
Western Wealth Management
Colorado
$4.14M +$4.19M +22,737 New
PA
228
PFG Advisors
Arizona
$4.13M -$25.1K -136 -0.6%
PA
229
Parallel Advisors
California
$4.01M -$285K -1,544 -7%
RWG
230
Regal Wealth Group
California
$3.99M -$902K -4,896 -18%
SPWM
231
Straight Path Wealth Management
Michigan
$3.93M +$3.98M +21,609 New
FA
232
Fermata Advisors
California
$3.85M -$810K -4,398 -17%
CFO
233
CVA Family Office
Colorado
$3.79M +$48.6K +264 +1%
SEP
234
Southland Equity Partners
Missouri
$3.78M +$164K +892 +4%
NEPWA
235
New England Private Wealth Advisors
Massachusetts
$3.74M +$6.08K +33 +0.2%
BPA
236
Beacon Pointe Advisors
California
$3.73M +$238K +1,294 +7%
JGC
237
J. Goldman & Co
New York
$3.73M -$1.6M -8,701 -30%
SFS
238
Sowell Financial Services
Arkansas
$3.68M -$140K -761 -4%
MIAN
239
Mariner Independent Advisor Network
Kansas
$3.6M -$2.63M -14,259 -42%
SC
240
Scotia Capital
Ontario, Canada
$3.6M +$1.68M +9,095 +85%
WA
241
WESPAC Advisors
California
$3.59M -$549K -2,978 -13%
RJT
242
Raymond James Trust
Florida
$3.54M +$150K +814 +4%
BCI
243
Brinker Capital Investments
Pennsylvania
$3.52M +$56K +304 +2%
CIAS
244
CFS Investment Advisory Services
New Jersey
$3.48M -$523K -2,839 -12%
OCM
245
Orion Capital Management
California
$3.47M +$16.8K +91 +0.5%
GCA
246
Genesee Capital Advisors
New York
$3.46M +$24K +130 +0.7%
ASN
247
Advisory Services Network
Georgia
$3.45M +$554K +3,009 +19%
FG
248
Foster Group
Iowa
$3.43M +$459K +2,491 +15%
ECG
249
Edge Capital Group
Georgia
$3.35M +$121K +655 +4%
HTC
250
Haverford Trust Company
Pennsylvania
$3.35M +$1.46M +7,904 +75%
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