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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
326
Credit Suisse
Switzerland
$659K +$639K +4,469 New
WA
327
WBH Advisory
Maryland
$649K +$31.3K +219 +5%
PMG
328
ProVise Management Group
Florida
$646K -$640K -4,477 -51%
BFA
329
Beacon Financial Advisory
Ohio
$640K +$80.9K +566 +15%
CWP
330
CFM Wealth Partners
Texas
$636K +$211K +1,476 +52%
BAM
331
Belpointe Asset Management
Nevada
$634K +$44.9K +314 +8%
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$632K +$4.86K +34 +0.8%
OPCM
333
Osborne Partners Capital Management
California
$631K -$25.7K -180 -4%
NEIRG
334
New England Investment & Retirement Group
Massachusetts
$618K +$80K +560 +15%
IAN
335
Integrated Advisors Network
Texas
$615K +$596K +4,172 New
CCA
336
Clearwater Capital Advisors
Illinois
$598K -$3.43K -24 -0.6%
DY
337
Dowling & Yahnke
California
$586K – – –
MSAGDF
338
Moneda SA Administradora General de Fondos
Chile
$582K +$127K +891 +29%
AB
339
Atlas Brown
Kentucky
$581K +$572 +4 +0.1%
JGC
340
J. Goldman & Co
New York
$580K +$277K +1,942 +97%
GRP
341
Global Retirement Partners
California
$578K -$13.6K -95 -2%
GIA
342
Gladstone Institutional Advisory
Florida
$577K -$71K -497 -11%
KA
343
Kovack Advisors
Florida
$577K -$28.6K -200 -5%
LFAS
344
Level Four Advisory Services
Texas
$568K +$317K +2,221 +136%
GSC
345
G&S Capital
Colorado
$560K +$26.4K +185 +5%
5L
346
55I LLC
Massachusetts
$558K +$541K +3,787 New
IFWM
347
Institute for Wealth Management
Colorado
$555K +$63.7K +446 +13%
AMCA
348
Arthur M. Cohen & Associates
Illinois
$548K – – –
WAP
349
Wealthcare Advisory Partners
Pennsylvania
$547K +$133K +929 +33%
PCIG
350
Partners Capital Investment Group
Massachusetts
$545K -$6.14K -43 -1%
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14
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