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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
276
Capital Analysts LLC
Pennsylvania
$2.24M +$257K +1,205 +12%
DILIC
277
Dai-ichi Life Insurance Company
Japan
$2.2M -$1.14M -5,330 -33%
1L
278
10Elms LLP
Oklahoma
$2.19M -$69K -323 -3%
CIAS
279
Capital Investment Advisory Services
North Carolina
$2.19M +$95.5K +447 +4%
SWA
280
Stratos Wealth Advisors
Ohio
$2.18M -$2.39M -11,204 -51%
LLWM
281
Life Line Wealth Management
California
$2.14M -$35.2M -164,600 -94%
LJAC
282
L.J. Altfest & Co
New York
$2.13M +$2.25M +10,521 New
TA
283
TFB Advisors
Kansas
$2.11M +$49.8K +233 +2%
MCM
284
MAI Capital Management
Ohio
$2.1M -$159K -742 -7%
MFGP
285
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.1M -$66.7K -312 -3%
YIH
286
Y-Intercept (HK)
Hong Kong
$2.09M +$2.21M +10,339 New
DADC
287
D.A. Davidson & Co
Montana
$2.08M +$600K +2,809 +37%
MWM
288
MorganRosel Wealth Management
Colorado
$2.06M +$391K +1,831 +22%
PA
289
Parallel Advisors
California
$2.05M -$2.99K -14 -0.1%
CA
290
Claro Advisors
Massachusetts
$2.04M +$14.3K +67 +0.7%
AF
291
Allworth Financial
California
$2.02M +$29.9K +140 +1%
GOCP
292
Great Oak Capital Partners
Massachusetts
$2.01M – – –
SAM
293
Synergy Asset Management
Washington
$1.99M +$2.11M +9,861 +246,525%
BWMG
294
Barnes Wealth Management Group
California
$1.99M +$34.2K +160 +2%
NEPWA
295
New England Private Wealth Advisors
Massachusetts
$1.98M +$5.56K +26 +0.3%
TVM
296
True Vision MN
Minnesota
$1.95M +$16.9K +79 +0.8%
CWA
297
Clarus Wealth Advisors
Arizona
$1.95M +$254K +1,189 +14%
CCP
298
Cassia Capital Partners
North Carolina
$1.94M – – –
FDP
299
Financiere des Professionnels
Quebec, Canada
$1.92M +$2.03M +9,500 New
SF
300
SWP Financial
California
$1.91M +$78.4K +367 +4%
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