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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
Centric Wealth Management
Illinois
$337K +$26.9K +192 +8%
HFS
402
Horizon Financial Services
North Carolina
$333K -$247K -1,763 -41%
TF
403
TIAA FSB
Florida
$331K -$58.5K -417 -14%
RIM
404
Regent Investment Management
Kentucky
$331K -$3.93K -28 -1%
TB
405
Treynor Bancshares
Iowa
$330K – – –
PCA
406
Personal Capital Advisors
California
$330K +$97.2K +693 +38%
SC
407
Stephens Consulting
Michigan
$329K -$23.7K -169 -6%
OCM
408
One Capital Management
California
$326K – – –
RF
409
Rollins Financial
Georgia
$325K -$21.6K -154 -6%
SWAG
410
Spectrum Wealth Advisory Group
California
$325K – – –
GWM
411
GDS Wealth Management
Texas
$324K +$10.9K +78 +3%
TA
412
TrueWealth Advisors
Alabama
$322K -$88.8K -633 -21%
HWM
413
Hemington Wealth Management
Virginia
$322K – – –
AFO
414
Allie Family Office
Florida
$319K – – –
CA
415
Crewe Advisors
Utah
$319K +$46.3K +330 +16%
EC
416
Estate Counselors
Wisconsin
$314K – – –
HSA
417
HBK Sorce Advisory
Pennsylvania
$311K +$16.4K +117 +5%
OBWG
418
Onyx Bridge Wealth Group
New York
$310K +$82K +585 +34%
LRPA
419
L. Roy Papp & Associates
Arizona
$306K – – –
ASN
420
Advisory Services Network
Georgia
$302K +$4.21K +30 +1%
RG
421
Retirement Group
California
$301K -$257K -1,834 -44%
HGWM
422
Horst & Graben Wealth Management
Oregon
$301K +$2.38K +17 +0.7%
MHS
423
M Holdings Securities
Oregon
$297K +$317K +2,261 New
MA
424
Mezzasalma Advisors
New Jersey
$294K -$2.94K -21 -0.9%
LBA
425
Lowell Blake & Associates
Massachusetts
$289K – – –
15 16
17
18 19