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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
326
Benjamin Edwards Inc
Missouri
$1.47M +$579K +2,766 +64%
MFG
327
Magnus Financial Group
New York
$1.47M +$190K +906 +15%
WQ
328
Wealth Quarterback
New Jersey
$1.47M +$1.49M +7,101 New
QC
329
Quent Capital
New York
$1.46M -$54.1K -258 -4%
MWM
330
Modera Wealth Management
New Jersey
$1.46M +$419 +2 +0%
OP
331
ORG Partners
Indiana
$1.45M +$768K +3,668 +109%
SFS
332
Security Financial Services
Indiana
$1.45M +$11.1K +53 +0.8%
SBIA
333
Sheaff Brock Investment Advisors
Indiana
$1.44M +$37.3K +178 +3%
UW
334
Unique Wealth
Florida
$1.43M +$1.45M +6,925 New
LWM
335
Lodestone Wealth Management
Washington
$1.42M -$3.56K -17 -0.2%
CFAM
336
Center For Asset Management
Florida
$1.4M +$55.9K +267 +4%
AA
337
ACT Advisors
North Carolina
$1.39M -$13.6K -65 -1%
QCM
338
QRG Capital Management
Illinois
$1.39M +$253K +1,206 +22%
WA
339
WBH Advisory
Maryland
$1.38M +$1.07M +5,085 +326%
QPWM
340
Quadrant Private Wealth Management
Pennsylvania
$1.37M +$1.39M +6,641 New
SAM
341
Smartleaf Asset Management
Massachusetts
$1.36M +$2.31K +11 +0.2%
SF
342
Synovus Financial
Georgia
$1.35M +$7.96K +38 +0.6%
OAS
343
Optivise Advisory Services
Tennessee
$1.35M – – –
TFS
344
Thoroughbred Financial Services
Tennessee
$1.34M -$4.82K -23 -0.4%
MCWS
345
McKinley Carter Wealth Services
West Virginia
$1.34M -$96.6K -461 -7%
RA
346
RFG Advisory
Alabama
$1.32M +$1.34M +6,395 New
CCFM
347
Clear Creek Financial Management
Washington
$1.32M +$59.9K +286 +5%
MA
348
Mutual Advisors
Nebraska
$1.31M +$50.7K +242 +4%
BFP
349
Beacon Financial Planning
Massachusetts
$1.31M +$851K +4,063 +179%
MWM
350
McNaughton Wealth Management
California
$1.3M -$8.59K -41 -0.6%
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