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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
376
Cahill Financial Advisors
Minnesota
$806K +$39.1K +220 +5%
CSWG
377
Cardinal Strategic Wealth Guidance
Kentucky
$798K -$2.38M -13,374 -75%
MFW
378
Mosaic Family Wealth
Missouri
$781K -$89.4K -503 -10%
9WM
379
9258 Wealth Management
Ohio
$771K – – –
AB
380
Atlas Brown
Kentucky
$770K +$11.2K +63 +1%
ECML
381
Eagle Capital Management (Louisiana)
Louisiana
$768K +$11K +62 +1%
SWM
382
SeaCrest Wealth Management
New York
$766K -$12.3K -69 -2%
AMCA
383
Arthur M. Cohen & Associates
Illinois
$761K +$176K +988 +33%
MWM
384
MBE Wealth Management
Wisconsin
$760K -$9.77K -55 -1%
AWAG
385
ARS Wealth Advisors Group
Florida
$747K +$756K +4,253 New
TVAMP
386
Tennessee Valley Asset Management Partners
Tennessee
$747K +$756K +4,255 New
SCA
387
Snowden Capital Advisors
New York
$745K -$1.44M -8,105 -66%
BSW
388
Buckingham Strategic Wealth
Missouri
$715K +$137K +770 +23%
IFWM
389
Institute for Wealth Management
Colorado
$710K +$178 +1 +0%
KA
390
Kovack Advisors
Florida
$709K -$111K -624 -13%
DY
391
Dowling & Yahnke
California
$698K – – –
CC
392
Copperleaf Capital
North Carolina
$698K +$122K +689 +21%
PA
393
Pinnacle Associates
New York
$690K -$5.33K -30 -0.8%
G
394
Gainplan
Michigan
$687K -$383K -2,156 -35%
GM
395
GeoWealth Management
Illinois
$686K +$694K +3,907 New
SL
396
Stevard LLC
Illinois
$653K – – –
FHA
397
Flagship Harbor Advisors
Massachusetts
$651K – – –
PCIG
398
Partners Capital Investment Group
Massachusetts
$650K +$355 +2 +0.1%
VC
399
Veracity Capital
Georgia
$649K -$143K -804 -18%
PWMAG
400
Pinnacle Wealth Management Advisory Group
New Jersey
$649K -$5.33K -30 -0.8%
14 15
16
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