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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
376
IHT Wealth Management
Illinois
$380K -$16.3K -116 -4%
EFMC
377
Empire Financial Management Company
New York
$379K -$55.7K -396 -13%
CFG
378
Cooper Financial Group
California
$370K -$20.7K -147 -5%
FFA
379
First Foundation Advisors
California
$368K +$359K +2,553 New
AAG
380
Armstrong Advisory Group
Massachusetts
$367K – – –
SVWAG
381
Sound View Wealth Advisors Group
Georgia
$364K -$134K -950 -27%
MAG
382
Members Advisory Group
New York
$364K -$6.61K -47 -2%
TB
383
Treynor Bancshares
Iowa
$363K – – –
PA
384
Prism Advisors
California
$360K -$2.67K -19 -0.8%
PMG
385
ProVise Management Group
Florida
$359K -$9.56K -68 -3%
OCM
386
One Capital Management
California
$359K – – –
MCM
387
Monument Capital Management
Virginia
$355K -$634K -4,508 -65%
HWM
388
Hemington Wealth Management
Virginia
$354K – – –
SWAG
389
Spectrum Wealth Advisory Group
California
$352K +$281 +2 +0.1%
GWM
390
GDS Wealth Management
Texas
$349K -$10.7K -76 -3%
EC
391
Estate Counselors
Wisconsin
$346K – – –
RWG
392
Regal Wealth Group
California
$344K -$1.93M -13,743 -85%
4WM
393
4J Wealth Management
Virginia
$340K -$29.5K -210 -8%
LRPA
394
L. Roy Papp & Associates
Arizona
$337K – – –
SG
395
StoneX Group
New York
$336K -$64.1K -456 -16%
SGWM
396
Sterling Group Wealth Management
California
$333K -$6.9M -49,079 -96%
HAS
397
HBW Advisory Services
California
$333K +$13.1K +93 +4%
EWA
398
EP Wealth Advisors
California
$329K -$83.2M -591,402 -100%
VC
399
Vicus Capital
Pennsylvania
$329K -$827K -5,885 -72%
SPWG
400
Syntegra Private Wealth Group
Missouri
$328K +$24K +171 +8%
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16
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