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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
326
9258 Wealth Management
Ohio
$654K – – –
CFS
327
CRA Financial Services
New Jersey
$619K -$12.1K -100 -2%
AWA
328
Arete Wealth Advisors
Illinois
$606K +$314K +2,595 +128%
OPCM
329
Osborne Partners Capital Management
California
$584K -$69.2K -572 -11%
GIA
330
Gladstone Institutional Advisory
Florida
$578K -$2.04M -16,883 -79%
BFEC
331
Benjamin F. Edwards & Company
Missouri
$569K – – –
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$557K -$121K -1,001 -19%
WA
333
WBH Advisory
Maryland
$548K +$20.2K +167 +4%
ACG
334
Allen Capital Group
Nebraska
$545K -$70.8K -585 -12%
KA
335
Kovack Advisors
Florida
$539K +$28.8K +238 +6%
CCA
336
Clearwater Capital Advisors
Illinois
$535K -$109K -902 -18%
GRP
337
Global Retirement Partners
California
$527K -$1.87M -15,484 -79%
BAM
338
Belpointe Asset Management
Nevada
$523K +$5.81K +48 +1%
DY
339
Dowling & Yahnke
California
$521K +$481K +3,976 New
BCM
340
Brookstone Capital Management
Illinois
$519K -$1.84M -15,208 -79%
AB
341
Atlas Brown
Kentucky
$516K +$10.5K +87 +2%
CWS
342
Cypress Wealth Services
California
$505K -$63.7K -526 -12%
BFA
343
Beacon Financial Advisory
Ohio
$494K -$43.3K -358 -9%
PCIG
344
Partners Capital Investment Group
Massachusetts
$490K – – –
VC
345
Veracity Capital
Georgia
$487K -$2.36M -19,506 -84%
AMCA
346
Arthur M. Cohen & Associates
Illinois
$487K – – –
SFM
347
Signet Financial Management
New Jersey
$481K -$5.33K -44 -1%
NEIRG
348
New England Investment & Retirement Group
Massachusetts
$476K +$85.3K +705 +24%
GSC
349
G&S Capital
Colorado
$473K +$437K +3,613 New
BS
350
Banco Santander
Spain
$472K – – –
12 13
14
15 16