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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
251
GTS Securities
Florida
$2.7M +$490K +2,292 +21%
CAM
252
Cresset Asset Management
Illinois
$2.67M +$15.6K +73 +0.6%
PS
253
Principal Securities
Iowa
$2.66M -$427 -2 -0%
WIA
254
World Investment Advisors
California
$2.63M +$69.5K +325 +3%
BBWP
255
Beacon Bridge Wealth Partners
Pennsylvania
$2.63M +$285K +1,333 +11%
GWM
256
Geneos Wealth Management
Colorado
$2.57M +$246K +1,149 +10%
BFA
257
Bright Financial Advisors
Michigan
$2.57M -$20.7K -97 -0.8%
SWP
258
ShoreHaven Wealth Partners
New Jersey
$2.53M +$294K +1,377 +12%
SAG
259
SageView Advisory Group
California
$2.52M +$18.8K +88 +0.7%
EF
260
Empowered Funds
Pennsylvania
$2.49M +$2.63M +12,307 New
BIA
261
Biondo Investment Advisors
Pennsylvania
$2.48M -$215K -1,008 -8%
FFWA
262
Forthright Family Wealth Advisory
Texas
$2.44M -$191K -893 -7%
WWM
263
Western Wealth Management
Colorado
$2.43M -$396K -1,853 -13%
5W
264
5T Wealth
California
$2.4M -$327K -1,528 -11%
DA
265
Detalus Advisors
Missouri
$2.37M -$22.4K -105 -0.9%
PFS
266
Prospera Financial Services
Texas
$2.35M +$2.24M +10,467 +886%
WCG
267
Weaver Consulting Group
California
$2.35M -$16.5K -77 -0.7%
DWA
268
Dorsey Wright & Associates
California
$2.35M -$66.9K -313 -3%
DCM
269
Donaldson Capital Management
Indiana
$2.35M +$162K +758 +7%
SEIA
270
Signature Estate & Investment Advisors
California
$2.34M -$93.2K -436 -4%
SWM
271
SigFig Wealth Management
California
$2.3M +$134K +628 +6%
LPT
272
Legacy Private Trust
Wisconsin
$2.29M -$65.6K -307 -3%
VHAM
273
Van Hulzen Asset Management
California
$2.28M -$9.2M -43,058 -79%
CWMK
274
Caliber Wealth Management (Kansas)
Kansas
$2.27M +$2.4M +11,247 New
SB
275
SIG Brokerage
New York
$2.27M +$2.4M +11,213 New
9 10
11
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