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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
401
Absolute Capital Management
Pennsylvania
$1.65M +$1.04M +4,133 +167%
BCM
402
Berbice Capital Management
New York
$1.65M -$5.52K -22 -0.3%
RFP
403
RCS Financial Planning
Maryland
$1.62M +$578K +2,303 +55%
WS
404
Wedbush Securities
California
$1.62M +$183K +727 +13%
LWM
405
Lodestone Wealth Management
Washington
$1.62M -$60.3K -240 -4%
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M +$1.39M +5,555 +673%
SWM
407
Spire Wealth Management
Virginia
$1.59M -$233K -927 -13%
TFS
408
Thoroughbred Financial Services
Tennessee
$1.59M +$251 +1 +0%
CAM
409
Cresset Asset Management
Illinois
$1.58M -$97.4K -388 -6%
ATPW
410
Ashton Thomas Private Wealth
Arizona
$1.57M +$374K +1,491 +31%
CRI
411
Commonwealth Retirement Investments
Virginia
$1.56M +$700K +2,787 +81%
MWM
412
McNaughton Wealth Management
California
$1.55M – – –
GCM
413
Gallacher Capital Management
Colorado
$1.55M -$164K -652 -10%
FNBTCON
414
First National Bank & Trust Co of Newtown
Pennsylvania
$1.55M +$114K +455 +8%
AA
415
ACT Advisors
North Carolina
$1.53M -$34.6K -138 -2%
TA
416
TFB Advisors
Kansas
$1.53M +$2.76K +11 +0.2%
CD
417
Chapin Davis
Maryland
$1.53M – – –
EIA
418
Eldridge Investment Advisors
New Hampshire
$1.52M -$2.76K -11 -0.2%
RWS
419
Retirement Wealth Solutions
Wisconsin
$1.51M +$548K +2,181 +56%
MWM
420
McCartney Wealth Management
Missouri
$1.51M +$1.51M +6,033 New
MG
421
Mather Group
Illinois
$1.51M +$623K +2,482 +70%
JMA
422
J.M. Arbour
Maine
$1.51M +$1.51M +6,024 New
NI
423
Nest Investments
Pennsylvania
$1.5M +$1.51M +6,012 New
EL
424
EQ LLC
Washington
$1.5M +$667K +2,655 +79%
BWA
425
BCU Wealth Advisors
Illinois
$1.5M +$520K +2,071 +53%
15 16
17
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