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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
301
Marcum Wealth
Ohio
$1.34M +$29.3K +178 +2%
DWM
302
Dakota Wealth Management
Florida
$1.32M -$20.2K -123 -2%
SC
303
Stephens Consulting
Michigan
$1.32M -$399K -2,426 -24%
GLA
304
Good Life Advisors
Pennsylvania
$1.32M -$71.9K -437 -5%
IA
305
IFP Advisors
Florida
$1.31M +$871K +5,291 +85%
AWE
306
Avidian Wealth Enterprises
Texas
$1.31M +$20.7K +126 +2%
PPW
307
Pinnacle Private Wealth
Massachusetts
$1.3M +$150K +912 +13%
JWBC
308
John W. Brooker & Co
California
$1.29M +$36.9K +224 +3%
PWA
309
Physician Wealth Advisors
Utah
$1.27M +$12.7K +77 +0.9%
GTCM
310
Gyon Technologies Capital Management
New Jersey
$1.26M -$507K -3,083 -29%
SFS
311
Security Financial Services
Indiana
$1.26M +$18.6K +113 +2%
WLIM
312
White Lighthouse Investment Management
Massachusetts
$1.25M -$156K -950 -11%
HWMA
313
Heritage Wealth Management (Arizona)
Arizona
$1.24M +$1.21M +7,365 New
TFS
314
Thoroughbred Financial Services
Tennessee
$1.23M -$58.3K -354 -5%
SW
315
SVB Wealth
Massachusetts
$1.22M -$31.9K -194 -3%
PCA
316
Peddock Capital Advisors
Massachusetts
$1.22M +$309K +1,880 +35%
PFS
317
Prospera Financial Services
Texas
$1.21M -$12.2K -74 -1%
SWM
318
Silverlake Wealth Management
Vermont
$1.18M -$764K -4,645 -40%
BWM
319
BCGM Wealth Management
Indiana
$1.18M -$182K -1,103 -12%
CA
320
Continuum Advisory
Idaho
$1.17M +$342K +2,076 +35%
BCM
321
Brookstone Capital Management
Illinois
$1.16M +$27.3K +166 +2%
CFG
322
Cooper Financial Group
California
$1.15M -$422K -2,565 -27%
BFAG
323
Blackston Financial Advisory Group
Florida
$1.15M +$25.3K +154 +2%
RW
324
Rede Wealth
Virginia
$1.15M -$13.7K -83 -1%
TSWM
325
Tyler-Stone Wealth Management
Ohio
$1.15M -$4.94K -30 -0.4%
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