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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
401
Dopkins Wealth Management
New York
$421K +$427K +3,027 New
EFMC
402
Empire Financial Management Company
New York
$420K +$427K +3,023 New
WCG
403
Wall Capital Group
Arizona
$420K -$7.48M -53,035 -95%
NL
404
NWAM LLC
Washington
$420K -$823K -5,833 -66%
DWP
405
Destiny Wealth Partners
Florida
$417K +$58.6K +415 +16%
FA
406
FDx Advisors
Illinois
$414K – – –
PIA
407
Perennial Investment Advisors
California
$414K +$195K +1,379 +86%
SP
408
Successful Portfolios
Florida
$413K +$23.4K +166 +6%
RCM
409
Requisite Capital Management
Texas
$413K – – –
CAM
410
CPA Asset Management
Florida
$412K -$3.17M -22,475 -88%
OPWM
411
Oxinas Partners Wealth Management
Indiana
$409K +$1.41K +10 +0.3%
TC
412
TownSquare Capital
Utah
$408K +$92.4K +655 +29%
N
413
Natixis
France
$404K +$10.3K +73 +3%
DI
414
DFPG Investments
Utah
$403K +$409K +2,898 New
IAG
415
Investment Advisory Group
Massachusetts
$397K +$282 +2 +0.1%
WC
416
Waterloo Capital
Texas
$397K +$403K +2,858 New
ACG
417
Allen Capital Group
Nebraska
$396K +$402K +2,846 New
EA
418
Ergawealth Advisors
Illinois
$395K -$190K -1,350 -32%
CT
419
Colonial Trust
South Carolina
$395K -$3.95K -28 -1%
CW
420
Connectus Wealth
Ohio
$393K -$175K -1,240 -30%
SG
421
StoneX Group
New York
$388K -$844K -5,980 -68%
IWM
422
IHT Wealth Management
Illinois
$383K -$266K -1,885 -41%
PA
423
Pinnacle Associates
New York
$381K -$50.9K -361 -12%
CFG
424
Cooper Financial Group
California
$378K -$354K -2,511 -48%
AWA
425
Amplius Wealth Advisors
Pennsylvania
$374K – – –
15 16
17
18 19