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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
326
Arax Advisory Partners
Colorado
$1.12M +$9.38K +57 +0.9%
HWM
327
HB Wealth Management
Georgia
$1.12M +$17K +103 +2%
IF
328
Intrua Financial
Texas
$1.1M -$293K -1,782 -21%
FA
329
Flagstar Advisors
New York
$1.1M -$25K -152 -2%
WCM
330
WealthBridge Capital Management
Ohio
$1.1M -$68.8K -418 -6%
ACK
331
Andrew C. Karlinski
$1.07M -$1.98K -12 -0.2%
DI
332
Diligent Investors
California
$1.06M +$215K +1,306 +26%
WIA
333
World Investment Advisors
California
$1.05M -$387K -2,349 -27%
RCS
334
Retirement Capital Strategies
California
$1.05M – – –
CFAM
335
Center For Asset Management
Florida
$1.04M +$19.4K +118 +2%
FWM
336
Focused Wealth Management
New York
$1.02M -$24.7M -150,255 -96%
MSA
337
Marino Stram & Associates
Massachusetts
$992K +$1.98K +12 +0.2%
VFG
338
V2 Financial group
Illinois
$975K -$125K -758 -12%
ATC
339
Argent Trust Co
Tennessee
$972K – – –
AWAG
340
ARS Wealth Advisors Group
Florida
$961K +$101K +615 +12%
AWM
341
Apollon Wealth Management
South Carolina
$949K -$486K -2,953 -34%
IWM
342
IHT Wealth Management
Illinois
$921K -$609K -3,702 -40%
AIC
343
Ayalon Insurance Company
Israel
$920K -$123K -749 -12%
CWS
344
Cypress Wealth Services
California
$916K -$347K -2,108 -28%
GM
345
GeoWealth Management
Illinois
$912K +$891K +5,415 New
C1AG
346
Client 1st Advisory Group
Florida
$906K -$311K -1,888 -26%
VIM
347
Vista Investment Management
Pennsylvania
$885K -$2.93M -17,810 -77%
BFA
348
Beacon Financial Advisory
Ohio
$881K -$45.1K -274 -5%
KWA
349
Kellett Wealth Advisors
Ohio
$873K -$181K -1,101 -17%
CC
350
Copperleaf Capital
North Carolina
$872K +$37.4K +227 +5%
12 13
14
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