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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
301
Silverlake Wealth Management
Vermont
$905K -$58.4K -398 -6%
PFS
302
Prospera Financial Services
Texas
$903K -$83.7K -570 -8%
HWM
303
HB Wealth Management
Georgia
$901K -$8.81K -60 -0.9%
CFG
304
Cooper Financial Group
California
$899K -$35.4K -241 -4%
DI
305
Diligent Investors
California
$891K +$37.3K +254 +4%
HWMA
306
Heritage Wealth Management (Arizona)
Arizona
$872K -$143K -974 -13%
ACK
307
Andrew C. Karlinski
$871K +$147 +1 +0%
AF
308
Allworth Financial
California
$868K +$582K +3,961 +165%
FA
309
Flagstar Advisors
New York
$860K -$37K -252 -4%
AA
310
Advisory Alpha
Michigan
$850K -$547K -3,726 -37%
VFG
311
V2 Financial group
Illinois
$845K +$58.6K +399 +7%
BFAG
312
Blackston Financial Advisory Group
Florida
$831K -$73.3K -499 -8%
WCM
313
WealthBridge Capital Management
Ohio
$824K -$75.2K -512 -8%
MSA
314
Marino Stram & Associates
Massachusetts
$818K +$15K +102 +2%
WIA
315
World Investment Advisors
California
$804K -$81.9K -558 -9%
FWM
316
Focused Wealth Management
New York
$804K -$26.1K -178 -3%
FHC
317
First Heartland Consultants
Missouri
$789K +$850K +5,790 New
ATC
318
Argent Trust Co
Tennessee
$788K – – –
AWM
319
Apollon Wealth Management
South Carolina
$781K +$13.1K +89 +2%
GLA
320
Good Life Advisors
Pennsylvania
$774K -$315K -2,146 -27%
FPAS
321
Focus Partners Advisor Solutions
Missouri
$763K -$390K -2,659 -32%
PCA
322
Peddock Capital Advisors
Massachusetts
$759K -$246K -1,672 -23%
DWM
323
Dakota Wealth Management
Florida
$754K -$344K -2,345 -30%
BCM
324
Brookstone Capital Management
Illinois
$727K -$280K -1,910 -27%
CC
325
Copperleaf Capital
North Carolina
$721K +$16.2K +110 +2%
11 12
13
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