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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
301
Beacon Pointe Advisors
California
$2.11M +$13.1K +79 +0.6%
TA
302
TrueWealth Advisors
Alabama
$2.09M -$79.2K -479 -4%
SXL
303
Summit X LLC
Missouri
$2.09M +$1.09M +6,570 +102%
WCG
304
Weaver Consulting Group
California
$2.09M +$82.5K +499 +4%
PAM
305
Peak Asset Management
Colorado
$2.07M -$136K -821 -6%
PFS
306
Prospera Financial Services
Texas
$2.06M +$1.34M +8,084 +171%
MPW
307
MA Private Wealth
California
$2.02M +$2.08M +12,573 New
CBFP
308
Cedar Brook Financial Partners
Ohio
$1.96M +$21.7K +131 +1%
WIA
309
World Investment Advisors
California
$1.95M -$140K -846 -6%
SL
310
SWMG LLC
Texas
$1.95M -$523K -3,163 -21%
DT
311
Diversified Trust
Tennessee
$1.93M -$6.66M -40,273 -77%
MSWMA
312
Market Street Wealth Management Advisors
Indiana
$1.93M +$1.98M +11,974 New
IA
313
Insight Advisors
Pennsylvania
$1.92M -$117K -707 -6%
FWIA
314
Fort Washington Investment Advisors
Ohio
$1.92M – – –
SB
315
Strategic Blueprint
Georgia
$1.92M +$1.97M +11,943 New
AIA
316
Avalon Investment & Advisory
Texas
$1.91M – – –
CCFM
317
Clear Creek Financial Management
Washington
$1.86M -$12M -72,350 -87%
VWA
318
Visionary Wealth Advisors
Illinois
$1.86M +$154K +930 +9%
IC
319
Inscription Capital
Texas
$1.86M +$1.92M +11,586 New
WPIC
320
White Pine Investment Company
Michigan
$1.86M -$81.5K -493 -4%
APW
321
Austin Private Wealth
Texas
$1.84M +$1.89M +11,447 New
GT
322
Greenleaf Trust
Michigan
$1.83M +$33.1K +200 +2%
MW
323
MBL Wealth
North Carolina
$1.83M +$558K +3,374 +42%
ELI
324
Empire Life Investments
Ontario, Canada
$1.83M -$1.07M -6,500 -36%
4WM
325
4J Wealth Management
Virginia
$1.81M -$20.7K -125 -1%
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