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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
401
Elmwood Wealth Management
California
$27K -$8.59K -75 -25%
LWM
402
Lenox Wealth Management
Ohio
$27K +$10.1K +88 +60%
WAP
403
Wealthcare Advisory Partners
Pennsylvania
$27K +$15.6K +136 +156%
PB
404
Pinnacle Bancorp
Nebraska
$21K – – –
SIC
405
Salem Investment Counselors
North Carolina
$21K +$20K +175 New
CB
406
CNB Bank
Pennsylvania
$19K – – –
HWM
407
Holloway Wealth Management
Florida
$19K – – –
AIL
408
AGF Investments LLC
Ontario, Canada
$17K – – –
JWM
409
Janiczek Wealth Management
Colorado
$17K – – –
CFN
410
Cordasco Financial Network
Florida
$15K -$5.04K -44 -25%
WEC
411
Winslow Evans & Crocker
Massachusetts
$12K – – –
ACS
412
Archford Capital Strategies
Illinois
$10K +$9.27K +81 New
TFGT
413
TS Financial Group (TSFG)
Illinois
$6K -$1.95K -17 -24%
HS
414
Horan Securities
United States
$6K – – –
GWMIA
415
Global Wealth Management Investment Advisory
Florida
$6K +$5.72K +50 New
DWM
416
Destination Wealth Management
California
$6K +$5.84K +51 New
CTC
417
Central Trust Company
Missouri
$6K +$5.95K +52 New
JFA
418
JNBA Financial Advisors
Minnesota
$6K +$6.07K +53 New
BWL
419
Bogart Wealth LLC
Virginia
$5K – – –
SIS
420
Sound Income Strategies
Florida
$5K – – –
NR
421
Newfound Research
Massachusetts
$5K +$1.37K +12 +43%
DRS
422
Deane Retirement Strategies
Louisiana
$4K – – –
FANJ
423
Financial Architects (New Jersey)
New Jersey
$4K – – –
RCAG
424
Rehmann Capital Advisory Group
Michigan
$3.32K -$28.5K -249 -90%
LDFR
425
Lehman & Derafelo Financial Resources
Pennsylvania
$3K -$458 -4 -13%
15 16
17
18 19