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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
301
Quadrature Capital
United Kingdom
$918K +$855K +4,900 New
IWP
302
IAG Wealth Partners
Wisconsin
$909K -$167K -955 -16%
EFL
303
ERn Financial LLC
Wisconsin
$908K -$13.1K -75 -2%
WC
304
Waterloo Capital
Texas
$879K +$245K +1,406 +43%
VCA
305
Verdence Capital Advisors
Maryland
$872K +$2.62K +15 +0.3%
FNBTCON
306
First National Bank & Trust Co of Newtown
Pennsylvania
$867K +$11.3K +65 +1%
SPA
307
Shore Point Advisors
New Jersey
$859K -$39.1K -224 -5%
AP
308
Aspect Partners
Virginia
$829K +$175 +1 +0%
BSW
309
Buckingham Strategic Wealth
Missouri
$819K -$136K -782 -15%
IFG
310
Independent Financial Group
California
$813K +$138K +792 +22%
BFG
311
Baron Financial Group
New Jersey
$786K -$1.64M -9,420 -69%
SCA
312
Snowden Capital Advisors
New York
$775K -$3.67K -21 -0.5%
ZIM
313
Zacks Investment Management
Illinois
$772K -$95.3K -546 -12%
JWBC
314
John W. Brooker & Co
California
$771K -$66.5K -381 -8%
VFA
315
Valeo Financial Advisors
Indiana
$769K -$10.1K -58 -1%
EFG
316
Ethos Financial Group
Pennsylvania
$753K +$702K +4,020 New
SWM
317
Silverlake Wealth Management
Vermont
$749K -$85.5K -490 -11%
BCM
318
Brookstone Capital Management
Illinois
$748K -$6.46K -37 -0.9%
TSWM
319
Tyler-Stone Wealth Management
Ohio
$745K -$36.7K -210 -5%
LSA
320
Lansing Street Advisors
Pennsylvania
$745K -$274K -1,571 -28%
BB
321
Busey Bank
Illinois
$745K -$81.2K -465 -10%
SFO
322
Stokes Family Office
Louisiana
$742K -$4.71K -27 -0.7%
MWM
323
Modera Wealth Management
New Jersey
$742K +$25.1K +144 +4%
AWA
324
Archvest Wealth Advisors
California
$738K +$687K +3,934 New
9WM
325
9258 Wealth Management
Ohio
$729K – – –
11 12
13
14 15