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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
326
Copperleaf Capital
North Carolina
$721K +$16.2K +110 +2%
BFA
327
Beacon Financial Advisory
Ohio
$715K +$1.61K +11 +0.2%
DT
328
Diversified Trust
Tennessee
$695K -$444K -3,021 -37%
SRC
329
Shufro Rose & Co
New York
$693K +$16K +109 +2%
FNBTCON
330
First National Bank & Trust Co of Newtown
Pennsylvania
$689K +$39.6K +270 +6%
PP
331
Prudential plc
United Kingdom
$685K +$10.3K +70 +1%
IWM
332
IHT Wealth Management
Illinois
$683K -$68.3K -465 -8%
CWS
333
Cypress Wealth Services
California
$680K -$66.8K -455 -8%
AIC
334
Ayalon Insurance Company
Israel
$677K -$74.2K -505 -9%
NA
335
NewEdge Advisors
Louisiana
$655K +$706K +4,807 New
SOS
336
Silver Oak Securities
Tennessee
$651K -$1.42M -9,696 -67%
BFS
337
Bickling Financial Services
Massachusetts
$651K -$12.2K -83 -2%
CWM
338
Cabot Wealth Management
Massachusetts
$648K -$5.57M -37,960 -89%
SCA
339
Snowden Capital Advisors
New York
$648K -$38K -259 -5%
CA
340
Continuum Advisory
Idaho
$632K -$491K -3,343 -42%
CFS
341
CRA Financial Services
New Jersey
$620K -$47.7K -325 -7%
PWM
342
Palumbo Wealth Management
New York
$618K -$9.21M -62,701 -93%
LFAS
343
Level Four Advisory Services
Texas
$612K -$522K -3,558 -44%
VFA
344
Valeo Financial Advisors
Indiana
$611K – – –
9WM
345
9258 Wealth Management
Ohio
$599K – – –
BWP
346
Bernardo Wealth Planning
Pennsylvania
$595K -$35.4K -241 -5%
VIM
347
Vista Investment Management
Pennsylvania
$591K -$136K -928 -18%
HFS
348
Horizon Financial Services
North Carolina
$586K -$10.6K -72 -2%
AWAG
349
ARS Wealth Advisors Group
Florida
$584K -$210K -1,431 -25%
SFG
350
Sovereign Financial Group
Connecticut
$581K -$37K -252 -6%
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