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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
376
Alterna Wealth Management
Texas
$1.56M +$63.5K +291 +5%
TFS
377
Thoroughbred Financial Services
Tennessee
$1.53M -$32.7K -150 -2%
AWA
378
Arkadios Wealth Advisors
Georgia
$1.52M +$260K +1,194 +23%
SVWG
379
Shared Vision Wealth Group
United States
$1.51M +$43.9K +201 +3%
SF
380
Synovus Financial
Georgia
$1.51M -$52.4K -240 -4%
MWM
381
McNaughton Wealth Management
California
$1.5M – – –
MCWS
382
McKinley Carter Wealth Services
West Virginia
$1.49M -$4.58K -21 -0.3%
PAG
383
Private Advisory Group
Washington
$1.49M +$362K +1,661 +37%
CD
384
Chapin Davis
Maryland
$1.48M +$37.3K +171 +3%
RA
385
RFG Advisory
Alabama
$1.48M -$241K -1,106 -15%
OPWM
386
Oakwell Private Wealth Management
Texas
$1.46M -$873 -4 -0.1%
SXL
387
Summit X LLC
Missouri
$1.46M -$3.52M -16,156 -73%
LF
388
Lantz Financial
Illinois
$1.46M +$149K +685 +13%
EIA
389
Eldridge Investment Advisors
New Hampshire
$1.46M – – –
MA
390
Mutual Advisors
Nebraska
$1.43M +$142K +649 +12%
HW
391
Hancock Whitney
Mississippi
$1.43M – – –
PA
392
PFG Advisors
Arizona
$1.4M +$117K +536 +10%
SFG
393
Sovereign Financial Group
Connecticut
$1.4M +$302K +1,386 +31%
CCFM
394
Clear Creek Financial Management
Washington
$1.38M -$41.7K -191 -3%
MFG
395
Magnus Financial Group
New York
$1.38M -$75K -344 -6%
CFAM
396
Center For Asset Management
Florida
$1.38M +$356K +1,634 +33%
CWM
397
Centurion Wealth Management
Virginia
$1.38M +$378K +1,733 +43%
AAP
398
Arax Advisory Partners
Colorado
$1.37M -$21.8K -100 -2%
IWS
399
Insight Wealth Strategies
California
$1.37M +$1.31K +6 +0.1%
WCM
400
Washburn Capital Management
Florida
$1.35M +$1.23M +5,630 New
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16
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