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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
401
Meridian Wealth Management
Kentucky
$288K +$20.9K +146 +8%
LSA
402
Lion Street Advisors
Texas
$288K +$280K +1,960 New
BRWM
403
B. Riley Wealth Management
Tennessee
$287K +$278K +1,944 New
CAAS
404
Capital Asset Advisory Services
Michigan
$283K +$80.7K +565 +42%
NDSI
405
Newman Dignan & Sheerar Inc
Rhode Island
$270K – – –
ACM
406
Allred Capital Management
Texas
$262K -$857 -6 -0.3%
WCA
407
Westover Capital Advisors
Delaware
$260K +$13K +91 +5%
RJT
408
Raymond James Trust
Florida
$259K -$130K -909 -34%
IC
409
Innealta Capital
Texas
$259K – – –
W
410
WealthOne
New York
$255K +$247K +1,730 New
WAM
411
Weatherly Asset Management
California
$252K -$9.86K -69 -4%
VWM
412
Vigilare Wealth Management
Arizona
$251K -$87.2K -610 -26%
FAG
413
Financial Advisory Group
Texas
$251K +$243K +1,700 New
HAS
414
HBW Advisory Services
California
$240K -$4.86K -34 -2%
GTAM
415
Global Trust Asset Management
Florida
$239K +$229K +1,600 New
MOS
416
MGO One Seven
Ohio
$237K -$41.7K -292 -15%
MMM
417
Mendel Money Management
Illinois
$232K +$225K +1,573 New
IWP
418
Icon Wealth Partners
Texas
$231K +$3.57K +25 +2%
HS
419
Horan Securities
United States
$229K +$215K +1,505 +2,951%
SCM
420
Smith Capital Management
Arkansas
$227K – – –
SG
421
Strid Group
Pennsylvania
$221K +$214K +1,499 New
EWA
422
EP Wealth Advisors
California
$220K +$214K +1,496 New
HCA
423
Horan Capital Advisors
Ohio
$218K +$211K +1,479 New
WA
424
WESPAC Advisors
California
$216K -$912K -6,386 -81%
AIP
425
Ahrens Investment Partners
Louisiana
$216K -$61.6K -431 -23%
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17
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