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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
251
Gladstone Institutional Advisory
Florida
$6.37M -$7.16K -24 -0.1%
WWM
252
Western Wealth Management
Colorado
$6.35M +$73.4K +246 +1%
SA
253
Sovran Advisors
California
$6.31M -$539K -1,805 -7%
GSWM
254
Golden State Wealth Management
California
$6.24M +$3.09M +10,361 +132%
PFA
255
Plotkin Financial Advisors
Maryland
$6.21M -$244K -819 -4%
RSF
256
Rik Saylor Financial
Ohio
$6.13M -$63.9K -214 -1%
WP
257
WealthShield Partners
North Carolina
$6.11M -$2.6M -8,726 -33%
SWA
258
Sax Wealth Advisors
New Jersey
$6M -$13.7K -46 -0.2%
FFA
259
Founders Financial Alliance
North Carolina
$5.94M +$4.95M +16,587 +2,203%
SFS
260
Sowell Financial Services
Arkansas
$5.89M +$777K +2,605 +18%
ATC
261
Argent Trust Co
Tennessee
$5.88M +$3.54M +11,853 +224%
FHC
262
First Heartland Consultants
Missouri
$5.86M +$52.5K +176 +1%
SWP
263
ShoreHaven Wealth Partners
New Jersey
$5.83M -$1.93M -6,478 -28%
BCMLT
264
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.8M +$3.16M +10,581 +167%
CG
265
Caprock Group
Idaho
$5.78M +$950K +3,182 +23%
MA
266
Mutual Advisors
Nebraska
$5.76M +$3.41M +11,435 +214%
SFSG
267
Sound Financial Strategies Group
Mississippi
$5.75M – – –
VA
268
VestGen Advisors
Illinois
$5.67M -$1.18M -3,963 -19%
AIA
269
AssuredPartners Investment Advisors
Florida
$5.64M -$636K -2,131 -11%
AGAM
270
Audent Global Asset Management
California
$5.63M +$1.71M +5,734 +54%
LWA
271
Lineweaver Wealth Advisors
Ohio
$5.61M -$4.12M -13,802 -46%
SPC
272
Sigma Planning Corp
Michigan
$5.59M +$8.95K +30 +0.2%
TPWA
273
Twin Peaks Wealth Advisors
California
$5.56M -$574K -1,923 -11%
CFO
274
CVA Family Office
Colorado
$5.53M +$103K +344 +2%
FGA
275
Fortis Group Advisors
New Jersey
$5.51M -$38.8K -130 -0.8%
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11
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