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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
226
WealthShield Partners
North Carolina
$3.04M +$2.49M +11,908 +425%
PIA
227
Perennial Investment Advisors
California
$3.02M +$2.52M +12,032 +467%
SSA
228
Schonfeld Strategic Advisors
New York
$2.98M +$3.02M +14,415 New
BHWM
229
Bay Harbor Wealth Management
Maryland
$2.97M +$3.01M +14,346 New
KNFPWM
230
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.93M -$226K -1,078 -7%
WWM
231
Western Wealth Management
Colorado
$2.87M +$497K +2,374 +21%
AWA
232
Archvest Wealth Advisors
California
$2.86M +$748K +3,572 +35%
TC
233
TownSquare Capital
Utah
$2.82M +$1.44M +6,874 +102%
VA
234
Valmark Advisers
Ohio
$2.79M -$419 -2 -0%
5W
235
5T Wealth
California
$2.77M +$2.81M +13,401 New
IA
236
IFP Advisors
Florida
$2.77M +$569K +2,714 +25%
BIA
237
Biondo Investment Advisors
Pennsylvania
$2.75M +$96.2K +459 +4%
SC
238
Scotia Capital
Ontario, Canada
$2.74M -$1.74M -8,304 -39%
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$2.72M +$1.12M +5,358 +69%
CAM
240
Cresset Asset Management
Illinois
$2.71M -$280K -1,337 -9%
FFA
241
Farther Finance Advisors
California
$2.7M +$2.47M +11,794 +926%
RA
242
RoundAngle Advisors
New Jersey
$2.68M +$2.72M +12,959 New
FFWA
243
Forthright Family Wealth Advisory
Texas
$2.68M +$2.71M +12,949 New
PS
244
Principal Securities
Iowa
$2.66M +$1.93M +9,209 +253%
CAM
245
Cobblestone Asset Management
Virginia
$2.66M +$2.69M +12,839 New
BFA
246
Bright Financial Advisors
Michigan
$2.65M -$121K -576 -4%
WIA
247
World Investment Advisors
California
$2.62M +$1.03M +4,937 +64%
AWM
248
Apollon Wealth Management
South Carolina
$2.6M +$1M +4,778 +62%
SAG
249
SageView Advisory Group
California
$2.56M -$182K -867 -7%
SEIA
250
Signature Estate & Investment Advisors
California
$2.49M +$186K +889 +8%
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