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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
276
Perigon Wealth Management
California
$2.77M +$2.02M +9,250 +407%
FDP
277
Financiere des Professionnels
Quebec, Canada
$2.76M +$436K +2,000 +21%
TC
278
Trust Company
Kansas
$2.76M +$1.62M +7,448 +185%
DAM
279
Deltec Asset Management
New York
$2.72M +$2.47M +11,300 New
FFWA
280
Forthright Family Wealth Advisory
Texas
$2.7M -$179K -821 -7%
SB
281
SIG Brokerage
New York
$2.69M – – –
VHAM
282
Van Hulzen Asset Management
California
$2.69M -$15.1K -69 -0.6%
FHC
283
First Heartland Consultants
Missouri
$2.68M -$3.31M -15,158 -58%
SEIA
284
Signature Estate & Investment Advisors
California
$2.66M -$110K -504 -4%
HH
285
Hilltop Holdings
Texas
$2.64M -$3.41M -15,647 -59%
CIAS
286
Capital Investment Advisory Services
North Carolina
$2.63M +$28.1K +129 +1%
WCG
287
Weaver Consulting Group
California
$2.62M -$163K -749 -6%
HGWM
288
Horst & Graben Wealth Management
Oregon
$2.62M +$560K +2,569 +31%
GRP
289
Global Retirement Partners
California
$2.61M +$2.37M +10,858 New
LLWM
290
Life Line Wealth Management
California
$2.57M +$28.4K +130 +1%
LPT
291
Legacy Private Trust
Wisconsin
$2.54M -$164K -754 -7%
PA
292
Parallel Advisors
California
$2.53M +$88.6K +406 +4%
CWMK
293
Caliber Wealth Management (Kansas)
Kansas
$2.52M -$162K -741 -7%
MCM
294
MAI Capital Management
Ohio
$2.51M +$15.5K +71 +0.7%
CA
295
Claro Advisors
Massachusetts
$2.51M +$72.6K +333 +3%
MPW
296
MA Private Wealth
California
$2.5M -$1.44M -6,586 -39%
OCM
297
One Capital Management
California
$2.47M -$1.17M -5,340 -34%
NEPWA
298
New England Private Wealth Advisors
Massachusetts
$2.47M +$94.2K +432 +4%
MFGP
299
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.45M -$32.9K -151 -1%
1L
300
10Elms LLP
Oklahoma
$2.43M -$165K -755 -7%
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