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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
351
Marino Stram & Associates
Massachusetts
$1.29M +$112K +536 +9%
BBA
352
Braun-Bostich & Associates
Pennsylvania
$1.28M +$1.3M +6,204 New
FPAS
353
Focus Partners Advisor Solutions
Missouri
$1.28M +$6.08K +29 +0.5%
TPWA
354
Twin Peaks Wealth Advisors
California
$1.28M +$1.29M +6,181 New
ISWM
355
Independent Solutions Wealth Management
New York
$1.27M +$1.29M +6,157 New
OPWM
356
Oakwell Private Wealth Management
Texas
$1.27M -$34.4K -164 -3%
SVWG
357
Shared Vision Wealth Group
United States
$1.26M +$1.27M +6,083 New
OWCM
358
One Wealth Capital Management
Arizona
$1.26M +$1.27M +6,081 New
EIA
359
Eldridge Investment Advisors
New Hampshire
$1.26M -$14.2K -68 -1%
SC
360
Sierra Capital
Florida
$1.25M – – –
RSWM
361
Robertson Stephens Wealth Management
California
$1.24M +$468K +2,232 +60%
AAP
362
Arax Advisory Partners
Colorado
$1.24M +$60.5K +289 +5%
CW
363
CreativeOne Wealth
Kansas
$1.23M +$536K +2,557 +76%
HW
364
Hancock Whitney
Mississippi
$1.23M – – –
MWM
365
Modern Wealth Management
Kansas
$1.22M +$1.23M +5,892 New
CD
366
Chapin Davis
Maryland
$1.21M – – –
MW
367
Marcum Wealth
Ohio
$1.21M -$3.35K -16 -0.3%
HPM
368
Hoxton Planning & Management
West Virginia
$1.2M +$1.22M +5,807 New
OMC
369
Old Mission Capital
Illinois
$1.2M +$1.22M +5,800 New
MYIA
370
Mount Yale Investment Advisors
Colorado
$1.2M +$1.21M +5,792 New
IWS
371
Insight Wealth Strategies
California
$1.2M -$74.2K -354 -6%
EPW
372
Endeavor Private Wealth
Kansas
$1.19M +$1.2M +5,740 New
AWM
373
Alterna Wealth Management
Texas
$1.19M +$1.2M +5,732 New
NRW
374
Nova R Wealth
Kansas
$1.15M -$89.3K -426 -7%
FWM
375
Focused Wealth Management
New York
$1.14M +$45.3K +216 +4%
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