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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
326
Talisman Wealth Advisors
New Jersey
$526K +$1.76K +12 +0.4%
WLIM
327
White Lighthouse Investment Management
Massachusetts
$522K -$9.83K -67 -2%
N
328
Natixis
France
$521K +$13.4K +91 +3%
TFA
329
Teamwork Financial Advisors
Texas
$519K +$2.06K +14 +0.4%
FA
330
Flagstar Advisors
New York
$516K -$126K -856 -21%
WC
331
Waterloo Capital
Texas
$516K +$37.7K +257 +8%
HIM
332
Hanlon Investment Management
New Jersey
$497K +$465K +3,165 New
IWM
333
Iams Wealth Management
Nebraska
$491K +$459K +3,127 New
IDA
334
Intelligence Driven Advisers
California
$489K -$610K -4,155 -58%
SL
335
Stevard LLC
Illinois
$487K – – –
TWP
336
Tyche Wealth Partners
Texas
$481K +$450K +3,066 New
WP
337
WealthShield Partners
North Carolina
$480K -$53K -361 -11%
DWM
338
Dopkins Wealth Management
New York
$477K -$4.99K -34 -1%
ES
339
Eagle Strategies
New York
$472K -$87K -593 -16%
VFG
340
Valley Financial Group
Pennsylvania
$471K +$441K +3,002 New
NS
341
NBC Securities
Alabama
$470K -$41.5K -283 -9%
FM
342
Family Management
New York
$470K +$43.4K +296 +11%
BAM
343
Belpointe Asset Management
Nevada
$467K +$437K +2,978 New
PAS
344
Park Avenue Securities
New York
$467K -$56.4K -384 -11%
O3W
345
Omni 360 Wealth
New Jersey
$465K +$435K +2,965 New
ATC
346
Argent Trust Co
Tennessee
$458K +$12.5K +85 +3%
OPWM
347
Oxinas Partners Wealth Management
Indiana
$457K -$4.11K -28 -1%
SCP
348
Syntal Capital Partners
Texas
$450K -$1.43M -9,776 -77%
IAG
349
Investment Advisory Group
Massachusetts
$449K +$147 +1 +0%
PIA
350
Perennial Investment Advisors
California
$448K +$1.47K +10 +0.4%
12 13
14
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