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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
376
Argent Trust Co
Tennessee
$531K -$14.8K -85 -3%
BFAG
377
Blackston Financial Advisory Group
Florida
$530K -$225K -1,288 -31%
DWM
378
Dakota Wealth Management
Florida
$529K -$96.7K -554 -16%
TWP
379
Tyche Wealth Partners
Texas
$514K -$56.2K -322 -11%
PTC
380
Private Trust Company
Ohio
$506K – – –
AWA
381
Amplius Wealth Advisors
Pennsylvania
$504K – – –
LWM
382
LongView Wealth Management
Georgia
$501K +$17.5K +100 +4%
MCC
383
Money Concepts Capital
Florida
$501K +$143K +819 +44%
PCH
384
PGIM Custom Harvest
New Jersey
$497K +$463K +2,655 New
PIA
385
Perennial Investment Advisors
California
$497K -$34.9K -200 -7%
NMG
386
New Millennium Group
Utah
$493K +$66.7K +382 +17%
IWM
387
IHT Wealth Management
Illinois
$488K -$22.5K -129 -5%
RIA
388
Regal Investment Advisors
Michigan
$481K +$36.5K +209 +9%
FLA
389
Financial Life Advisors
Texas
$478K -$41.9K -240 -9%
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$477K +$153K +874 +52%
FDCDDQ
391
Federation des caisses Desjardins du Quebec
Quebec, Canada
$474K -$18.3K -105 -4%
FBT
392
First Bank & Trust
South Dakota
$473K +$441K +2,526 New
MIM
393
MTM Investment Management
South Carolina
$473K +$440K +2,523 New
KF
394
KKM Financial
Illinois
$472K – – –
LIA
395
LS Investment Advisors
Michigan
$472K -$26.9K -154 -6%
TB
396
Treynor Bancshares
Iowa
$471K – – –
FFA
397
First Foundation Advisors
California
$471K – – –
GRP
398
Global Retirement Partners
California
$464K +$65.1K +373 +18%
HWM
399
Hemington Wealth Management
Virginia
$461K – – –
SWAG
400
Spectrum Wealth Advisory Group
California
$456K -$349 -2 -0.1%
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16
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