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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
301
Summit X LLC
Missouri
$2.24M -$33.9K -200 -2%
PFS
302
Prospera Financial Services
Texas
$2.21M -$9.99K -59 -0.5%
SL
303
SWMG LLC
Texas
$2.18M +$77.4K +457 +4%
APW
304
Austin Private Wealth
Texas
$2.18M +$186K +1,098 +10%
IA
305
IFP Advisors
Florida
$2.17M -$1.92M -11,324 -48%
C1AG
306
Client 1st Advisory Group
Florida
$2.15M +$975K +5,759 +87%
SCA
307
Snowden Capital Advisors
New York
$2.14M -$324K -1,911 -13%
FG
308
Foster Group
Iowa
$2.14M +$810K +4,780 +63%
AA
309
Advisory Alpha
Michigan
$2.12M +$2.07M +12,240 New
WIA
310
World Investment Advisors
California
$2.09M -$20.8K -123 -1%
AIA
311
Avalon Investment & Advisory
Texas
$2.06M – – –
FWIA
312
Fort Washington Investment Advisors
Ohio
$2.05M -$22K -130 -1%
SFG
313
Snider Financial Group
Washington
$2.04M +$2.04M +12,024 New
CBFP
314
Cedar Brook Financial Partners
Ohio
$2.02M -$88.6K -523 -4%
WQ
315
Wealth Quarterback
New Jersey
$2.02M +$1.97M +11,647 New
HWMA
316
Heritage Wealth Management (Arizona)
Arizona
$1.97M -$340K -2,006 -15%
BWM
317
BCGM Wealth Management
Indiana
$1.92M -$3.08M -18,164 -62%
IWM
318
IHT Wealth Management
Illinois
$1.91M +$344K +2,031 +23%
CWM
319
CCG Wealth Management
California
$1.89M – – –
4WM
320
4J Wealth Management
Virginia
$1.88M -$69.6K -411 -4%
BHWM
321
Bay Harbor Wealth Management
Maryland
$1.88M +$93.5K +552 +5%
CWS
322
Cypress Wealth Services
California
$1.84M -$706K -4,166 -28%
OWA
323
One Wealth Advisors
California
$1.83M +$653K +3,853 +57%
HB
324
Homrich & Berg
Georgia
$1.83M -$18K -106 -1%
SC
325
Scotia Capital
Ontario, Canada
$1.82M +$282K +1,665 +19%
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