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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
226
Shufro Rose & Co
New York
$2M +$1.01M +7,185 +100%
PA
227
Parallel Advisors
California
$1.97M -$248K -1,756 -11%
BFG
228
Buttonwood Financial Group
Missouri
$1.94M -$1.17M -8,301 -37%
IWP
229
Icon Wealth Partners
Texas
$1.92M +$1.95M +13,789 New
CSWG
230
Cardinal Strategic Wealth Guidance
Kentucky
$1.89M -$92.6K -656 -5%
PWM
231
Perigon Wealth Management
California
$1.87M +$470K +3,330 +33%
WA
232
WBH Advisory
Maryland
$1.81M +$1.84M +13,013 New
MWM
233
McNaughton Wealth Management
California
$1.8M -$403K -2,859 -18%
RF
234
RHS Financial
California
$1.79M -$703K -4,981 -28%
AAS
235
Avantax Advisory Services
Texas
$1.78M -$1.59M -11,293 -47%
FAM
236
Family Asset Management
South Carolina
$1.76M +$1.78M +12,646 +79,038%
AG
237
Ascent Group
Virginia
$1.68M -$372K -2,634 -18%
AWE
238
Avidian Wealth Enterprises
Texas
$1.66M -$292K -2,070 -15%
OAP
239
One Advisory Partners
Kansas
$1.66M -$4.65M -32,981 -73%
GA
240
Goldstein Advisors
Wisconsin
$1.65M +$23.8K +169 +1%
DE
241
Day & Ennis
Georgia
$1.65M +$357K +2,532 +27%
MCWS
242
McKinley Carter Wealth Services
West Virginia
$1.64M -$140K -993 -8%
SWA
243
Stratos Wealth Advisors
Ohio
$1.64M +$1.39M +9,817 +496%
CAG
244
Crestwood Advisors Group
Massachusetts
$1.63M -$76.6K -543 -4%
JWCA
245
J.W. Cole Advisors
Florida
$1.63M +$49.8K +353 +3%
MFGP
246
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.61M +$5.08K +36 +0.3%
UB
247
UMB Bank
Missouri
$1.6M -$2.42M -17,186 -60%
SFG
248
Snider Financial Group
Washington
$1.58M +$31.7K +225 +2%
LNC
249
Lincoln National Corp
Pennsylvania
$1.57M +$24.1K +171 +2%
EFL
250
ERn Financial LLC
Wisconsin
$1.54M -$56.9K -403 -4%
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