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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
401
NTV Asset Management
West Virginia
$945K -$50.8K -300 -5%
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$938K +$126K +745 +16%
FH
403
FWG Holdings
Florida
$915K +$894K +5,276 New
CAS
404
Cascadia Advisory Services
Oregon
$910K -$24.1K -142 -3%
OPS
405
Orion Portfolio Solutions
Nebraska
$894K +$325K +1,919 +59%
IA
406
IndexIQ Advisors
New York
$891K +$869K +5,132 New
CFS
407
CRA Financial Services
New Jersey
$874K +$27.1K +160 +3%
VWM
408
Venturi Wealth Management
Texas
$868K -$124K -732 -13%
SWM
409
SigFig Wealth Management
California
$867K +$178K +1,052 +27%
MFW
410
Mosaic Family Wealth
Missouri
$859K -$16.4K -97 -2%
QCG
411
Quadrant Capital Group
Ohio
$856K – – –
WA
412
Wealth Alliance
New York
$853K +$436K +2,576 +110%
RG
413
Retirement Group
California
$849K +$12.4K +73 +2%
IFG
414
Independent Financial Group
California
$844K -$1.08M -6,358 -57%
AIC
415
Ayalon Insurance Company
Israel
$834K +$264K +1,559 +48%
WA
416
Winfield Associates
Ohio
$829K -$39K -230 -5%
MYIA
417
Mount Yale Investment Advisors
Colorado
$815K +$1.19K +7 +0.1%
AI
418
Atom Investors
Texas
$815K +$796K +4,700 New
KA
419
Kovack Advisors
Florida
$808K +$43.9K +259 +6%
VC
420
Veracity Capital
Georgia
$780K -$106K -628 -12%
SWM
421
SeaCrest Wealth Management
New York
$768K +$24.9K +147 +3%
DWT
422
Dorsey & Whitney Trust
South Dakota
$763K -$33.9K -200 -4%
9WM
423
9258 Wealth Management
Ohio
$761K – – –
MWM
424
MBE Wealth Management
Wisconsin
$760K -$18.1K -107 -2%
CFA
425
Cahill Financial Advisors
Minnesota
$758K -$11K -65 -1%
15 16
17
18 19