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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
351
Windsor Wealth Management
Indiana
$263K +$251K +2,193 New
SAM
352
Sequent Asset Management
Texas
$262K – – –
VFA
353
Valeo Financial Advisors
Indiana
$262K +$53K +463 +27%
PJSIMP
354
P.J. Schmidt Investment Management (PJS)
Wisconsin
$254K +$246K +2,145 New
MSR
355
Main Street Research
Connecticut
$252K – – –
CW
356
CreativeOne Wealth
Kansas
$252K +$16.7K +146 +7%
WAM
357
Weatherly Asset Management
California
$251K – – –
WPIC
358
White Pine Investment Company
Michigan
$244K +$236K +2,059 New
WI
359
Wintrust Investments
Illinois
$243K -$7.21K -63 -3%
SDWIA
360
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$243K – – –
MIH
361
Meitav Investment House
Israel
$237K – – –
FPGK
362
Financial Partners Group (Kansas)
Kansas
$236K -$182K -1,591 -44%
AAP
363
Arax Advisory Partners
Colorado
$234K +$225K +1,969 New
CRWM
364
Castle Rock Wealth Management
California
$229K +$221K +1,934 New
GT
365
Glenmede Trust
Pennsylvania
$228K – – –
GIM
366
Goelzer Investment Management
Indiana
$226K -$410K -3,583 -65%
IWA
367
IBEX Wealth Advisors
New Jersey
$217K +$210K +1,832 New
AIA
368
Avalon Investment & Advisory
Texas
$213K -$84.9K -742 -29%
ACA
369
Aptus Capital Advisors
Alabama
$212K +$205K +1,788 New
SWM
370
Sequoia Wealth Management
Illinois
$211K +$199K +1,737 New
SIA
371
Strategic Investment Advisors
Michigan
$210K +$200K +1,749 New
SCM
372
Smith Capital Management
Arkansas
$210K +$203K +1,773 New
OFG
373
OmniStar Financial Group
North Carolina
$205K -$13.4K -117 -6%
IFAM
374
Institutional & Family Asset Management
Colorado
$193K +$69.4K +606 +60%
FCA
375
FinTrust Capital Advisors
South Carolina
$193K +$153K +1,340 +472%
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15
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