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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
401
Jacobi Capital Management
Pennsylvania
$210K -$24.7K -200 -9%
SWM
402
Sculati Wealth Management
Michigan
$208K +$24.7K +200 +11%
5L
403
55I LLC
Massachusetts
$208K +$230K +1,864 New
AIP
404
Ahrens Investment Partners
Louisiana
$202K -$37.1K -300 -14%
CAAS
405
Capital Asset Advisory Services
Michigan
$201K +$65.6K +531 +46%
WT
406
Whittier Trust
California
$201K +$234K +1,890 New
PP
407
PagnatoKarp Partners
Virginia
$200K -$1M -8,097 -81%
WAM
408
Weatherly Asset Management
California
$200K -$4.33K -35 -2%
SBSB
409
Sullivan, Bruyette, Speros & Blaney
Virginia
$198K -$502K -4,064 -69%
TWA
410
TCI Wealth Advisors
Arizona
$196K +$228K +1,845 New
IFAM
411
Institutional & Family Asset Management
Colorado
$180K +$7.04K +57 +3%
AA
412
Advisory Alpha
Michigan
$167K +$16.6K +134 +10%
ELI
413
Empire Life Investments
Ontario, Canada
$152K -$24.2K -196 -12%
KPW
414
Kore Private Wealth
New York
$151K +$175K +1,419 New
NL
415
NKCFO LLC
Illinois
$146K – – –
KPCM
416
Kings Point Capital Management
New York
$139K -$124K -1,000 -43%
TAM
417
Townsend Asset Management
North Carolina
$135K – – –
GWS
418
Glassman Wealth Services
Virginia
$128K – – –
TCOV
419
Trust Company of Vermont
Vermont
$117K – – –
AIC
420
Ayalon Insurance Company
Israel
$113K +$14.6K +118 +12%
KFI
421
Key Financial Inc
Pennsylvania
$101K +$114K +922 New
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.8K – – –
FPB
423
First PREMIER Bank
South Dakota
$89K – – –
MIM
424
Macroview Investment Management
Maryland
$88K -$18.7K -151 -15%
AW
425
Avion Wealth
Texas
$88K +$102K +825 New
15 16
17
18 19