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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
251
Modera Wealth Management
New Jersey
$1.37M +$573K +3,072 +78%
MW
252
Maia Wealth
Colorado
$1.36M +$1.26M +6,768 New
AA
253
ACT Advisors
North Carolina
$1.33M -$24.3K -130 -2%
SF
254
Synovus Financial
Georgia
$1.32M -$77.8K -417 -6%
GS
255
GTS Securities
Florida
$1.31M +$961K +5,149 +327%
FTDI
256
First Trust Direct Indexing
Massachusetts
$1.3M +$34.7K +186 +3%
OAS
257
Optivise Advisory Services
Tennessee
$1.27M +$1.22M +6,536 New
TFS
258
Thoroughbred Financial Services
Tennessee
$1.27M +$28.2K +151 +2%
MWM
259
McNaughton Wealth Management
California
$1.26M -$32.1K -172 -3%
DADC
260
D.A. Davidson & Co
Montana
$1.25M +$11.6K +62 +1%
CFAM
261
Center For Asset Management
Florida
$1.24M +$33.8K +181 +3%
NRW
262
Nova R Wealth
Kansas
$1.23M -$36K -193 -3%
OPWM
263
Oakwell Private Wealth Management
Texas
$1.23M – – –
SAM
264
Smartleaf Asset Management
Massachusetts
$1.21M -$1.09M -5,847 -48%
FPAS
265
Focus Partners Advisor Solutions
Missouri
$1.21M +$213K +1,139 +23%
SBIA
266
Sheaff Brock Investment Advisors
Indiana
$1.2M +$29.9K +160 +3%
FWM
267
Fortress Wealth Management
California
$1.2M +$1.12K +6 +0.1%
TF
268
Trek Financial
Arizona
$1.19M +$17.2K +92 +2%
BP
269
Ballentine Partners
Massachusetts
$1.19M +$1.14M +6,117 New
MFG
270
Magnus Financial Group
New York
$1.19M +$190K +1,019 +20%
SC
271
Sierra Capital
Florida
$1.18M – – –
MA
272
Mutual Advisors
Nebraska
$1.18M -$6.58M -35,284 -85%
NAM
273
NTV Asset Management
West Virginia
$1.17M – – –
CD
274
Chapin Davis
Maryland
$1.17M -$39.2K -210 -3%
EH
275
Equitable Holdings
New York
$1.17M -$248K -1,331 -18%
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