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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
301
Weaver Consulting Group
California
$2.01M +$183K +1,197 +11%
UWPG
302
Ullmann Wealth Partners Group
Florida
$2M +$701K +4,577 +59%
SIA
303
Strategic Investment Advisors
Michigan
$1.99M +$1.38M +9,015 +270%
MIAN
304
Mariner Independent Advisor Network
Kansas
$1.98M +$1.89M +12,303 New
MWM
305
MinichMacGregor Wealth Management
New York
$1.95M +$32.9K +215 +2%
CBFP
306
Cedar Brook Financial Partners
Ohio
$1.94M -$837K -5,463 -31%
WPIC
307
White Pine Investment Company
Michigan
$1.94M +$14.1K +92 +0.8%
FWIA
308
Fort Washington Investment Advisors
Ohio
$1.93M +$868K +5,662 +90%
LB
309
Leo Brokerage
Texas
$1.93M +$1.83M +11,934 New
IA
310
Insight Advisors
Pennsylvania
$1.92M +$1.82M +11,875 New
AIA
311
Avalon Investment & Advisory
Texas
$1.91M +$111K +724 +7%
SWA
312
Stratos Wealth Advisors
Ohio
$1.9M +$1.8M +11,768 New
CWM
313
Centric Wealth Management
Illinois
$1.88M +$1.31M +8,582 +282%
IFG
314
Independent Financial Group
California
$1.85M +$148K +967 +9%
4WM
315
4J Wealth Management
Virginia
$1.83M +$1.74M +11,365 New
GT
316
Greenleaf Trust
Michigan
$1.8M +$643K +4,194 +60%
RWMH
317
Riverpoint Wealth Management Holdings
Illinois
$1.79M +$174K +1,137 +11%
CWM
318
CCG Wealth Management
California
$1.76M -$10.7K -70 -0.6%
PP
319
Prudential plc
United Kingdom
$1.74M +$429K +2,800 +35%
GWM
320
Geneos Wealth Management
Colorado
$1.73M +$639K +4,172 +33%
VWA
321
Visionary Wealth Advisors
Illinois
$1.72M -$960K -6,268 -37%
BCA
322
Bay Colony Advisors
Massachusetts
$1.67M +$145K +949 +10%
HB
323
Homrich & Berg
Georgia
$1.66M +$1.58M +10,284 New
BAM
324
Bruderman Asset Management
New York
$1.63M +$1.55M +10,107 New
WLIM
325
White Lighthouse Investment Management
Massachusetts
$1.63M -$505K -3,298 -25%
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