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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
AR
376
Apeiron RIA
Texas
$2.86M +$2.49M +8,343 New
SVWG
377
Shared Vision Wealth Group
United States
$2.84M -$838K -2,809 -25%
BOSSRA
378
B.O.S.S. Retirement Advisors
Utah
$2.83M -$1.74M -5,819 -41%
LPT
379
Legacy Private Trust
Wisconsin
$2.83M -$83.6K -280 -3%
NFG
380
Northbridge Financial Group
Florida
$2.83M -$332K -1,111 -12%
ATPW
381
Ashton Thomas Private Wealth
Arizona
$2.82M +$1.03M +3,447 +72%
HPM
382
Hoxton Planning & Management
West Virginia
$2.82M -$382K -1,281 -13%
AWA
383
Arkadios Wealth Advisors
Georgia
$2.81M -$1.33M -4,464 -35%
CWM
384
CCG Wealth Management
California
$2.73M – – –
FWP
385
Firethorn Wealth Partners
Georgia
$2.7M +$623K +2,087 +36%
FCM
386
Flagship Capital Management
Pennsylvania
$2.69M +$207K +693 +10%
NI
387
Nest Investments
Pennsylvania
$2.69M +$173K +580 +8%
CWA
388
Clarus Wealth Advisors
Arizona
$2.68M -$381K -1,278 -13%
GA
389
Goldstein Advisors
Wisconsin
$2.68M -$47.7K -160 -2%
PWA
390
Physician Wealth Advisors
Utah
$2.67M – – –
HAFG
391
Hansen & Associates Financial Group
California
$2.66M +$600K +2,011 +32%
LAS
392
Lloyd Advisory Services
Georgia
$2.66M +$2.21M +7,421 +2,222%
FFG
393
Fortune Financial Group
Florida
$2.65M -$1.63M -5,451 -41%
RA
394
RFG Advisory
Alabama
$2.64M -$788K -2,642 -26%
PRAG
395
Portfolio Resources Advisor Group
Florida
$2.63M -$702K -2,351 -23%
CWM
396
Centurion Wealth Management
Virginia
$2.62M +$138K +463 +6%
SAM
397
Synergy Asset Management
Washington
$2.61M +$2.27M +7,615 New
WS
398
Wedbush Securities
California
$2.59M -$33.4K -112 -1%
CAM
399
Cresset Asset Management
Illinois
$2.58M +$269K +902 +14%
AFS
400
Anderson Financial Strategies
Ohio
$2.54M -$372K -1,247 -13%
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