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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
251
Lloyd Advisory Services
Georgia
$1.74M +$225K +1,574 +15%
WCG
252
Weaver Consulting Group
California
$1.66M +$39.1K +274 +2%
FS
253
Ferguson Shapiro
Georgia
$1.65M +$1.6M +11,217 New
AIA
254
Avalon Investment & Advisory
Texas
$1.64M +$79.4K +556 +5%
SWA
255
SFMG Wealth Advisors
Texas
$1.63M +$1.58M +11,060 New
CWM
256
CCG Wealth Management
California
$1.61M – – –
IFG
257
Independent Financial Group
California
$1.55M -$108K -755 -7%
GVAG
258
Great Valley Advisor Group
Delaware
$1.51M -$318K -2,226 -18%
ACP
259
Aveo Capital Partners
Colorado
$1.48M +$1.44M +10,063 New
BCP
260
Blackhawk Capital Partners
Wisconsin
$1.48M +$466K +3,264 +41%
RWMH
261
Riverpoint Wealth Management Holdings
Illinois
$1.47M -$14.1K -99 -1%
OIA
262
OneDigital Investment Advisors
Kansas
$1.47M -$530K -3,712 -27%
RG
263
Retirement Group
California
$1.46M +$45.6K +319 +3%
PAA
264
Peregrine Asset Advisers
Oregon
$1.43M -$47.2K -330 -3%
DAS
265
Dynamic Advisor Solutions
Arizona
$1.4M +$449K +3,142 +49%
BCA
266
Bay Colony Advisors
Massachusetts
$1.39M +$14.3K +100 +1%
CIAS
267
Capital Investment Advisory Services
North Carolina
$1.35M -$562K -3,933 -30%
AWA
268
Arete Wealth Advisors
Illinois
$1.33M +$647K +4,528 +98%
RCS
269
Retirement Capital Strategies
California
$1.32M -$61.3K -429 -4%
DWM
270
Darwin Wealth Management
Florida
$1.28M -$2.2M -15,426 -64%
PA
271
Pinnacle Associates
New York
$1.25M +$53.3K +373 +5%
CAM
272
Concorde Asset Management
Michigan
$1.22M +$369K +2,585 +45%
SC
273
Scotia Capital
Ontario, Canada
$1.19M +$188K +1,317 +19%
IWM
274
IHT Wealth Management
Illinois
$1.19M -$209K -1,464 -15%
FSA
275
Financial Sense Advisors
California
$1.18M +$51.2K +358 +5%
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