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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACK
301
Andrew C. Karlinski
$779K -$62.8K -448 -7%
FWM
302
Focused Wealth Management
New York
$770K -$4.07K -29 -0.5%
ATC
303
Argent Trust Co
Tennessee
$758K – – –
GRP
304
Global Retirement Partners
California
$747K +$381K +2,718 +116%
PCA
305
Peddock Capital Advisors
Massachusetts
$735K +$4.77K +34 +0.6%
CIAS
306
CBIZ Investment Advisory Services
Ohio
$722K – – –
PP
307
Prudential plc
United Kingdom
$710K +$54.7K +390 +8%
GLA
308
Good Life Advisors
Pennsylvania
$682K -$67.2K -479 -8%
BFA
309
Beacon Financial Advisory
Ohio
$677K -$12.1K -86 -2%
IC
310
Inscription Capital
Texas
$669K -$774K -5,521 -52%
FNBTCON
311
First National Bank & Trust Co of Newtown
Pennsylvania
$655K -$8.41K -60 -1%
PFS
312
Prospera Financial Services
Texas
$648K -$236K -1,685 -25%
T
313
TRUADVICE
Florida
$643K +$612K +4,362 New
NA
314
NewEdge Advisors
Louisiana
$634K +$2.81K +20 +0.4%
TSWM
315
Tyler-Stone Wealth Management
Ohio
$631K -$279K -1,993 -29%
DWM
316
Dakota Wealth Management
Florida
$624K -$108K -769 -14%
AIC
317
Ayalon Insurance Company
Israel
$621K -$36.2K -258 -5%
BFS
318
Bickling Financial Services
Massachusetts
$620K -$7.85K -56 -1%
BWP
319
Bernardo Wealth Planning
Pennsylvania
$612K -$6.17K -44 -1%
CFS
320
CRA Financial Services
New Jersey
$598K +$2.38K +17 +0.4%
PWM
321
Palumbo Wealth Management
New York
$598K +$3.93K +28 +0.6%
AA
322
Advisory Alpha
Michigan
$579K -$255K -1,818 -29%
9WM
323
9258 Wealth Management
Ohio
$576K – – –
SCA
324
Snowden Capital Advisors
New York
$566K -$60.7K -433 -9%
OPS
325
Orion Portfolio Solutions
Nebraska
$548K +$70.3K +501 +14%
11 12
13
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