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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
426
Centennial Wealth Advisory
Michigan
$486K +$15.1K +92 +3%
PWAG
427
Polaris Wealth Advisory Group
California
$479K – – –
RF
428
Rollins Financial
Georgia
$476K -$8.06K -49 -2%
IA
429
Insight Advisors
Pennsylvania
$470K -$58.4K -355 -11%
OCM
430
One Capital Management
California
$468K +$458K +2,785 New
PCM
431
Parsons Capital Management
Rhode Island
$461K -$24.5K -149 -5%
AR
432
Apeiron RIA
Texas
$457K -$57.3K -348 -11%
IFG
433
Independent Financial Group
California
$448K -$692K -4,202 -61%
SF
434
Symphony Financial
Texas
$446K +$488K +2,967 New
TFA
435
Teamwork Financial Advisors
Texas
$445K -$91.3K -555 -17%
RIM
436
Regent Investment Management
Kentucky
$445K -$22.2K -135 -5%
PAG
437
Private Advisory Group
Washington
$444K +$14K +85 +3%
CFA
438
Cahill Financial Advisors
Minnesota
$439K -$116K -704 -21%
FWM
439
Fingerlakes Wealth Management
New York
$436K -$11.7K -71 -3%
SWAG
440
Spectrum Wealth Advisory Group
California
$433K -$11.4K -69 -3%
DWM
441
Dopkins Wealth Management
New York
$433K +$16.3K +99 +4%
DWP
442
Destiny Wealth Partners
Florida
$423K -$111K -677 -21%
TB
443
Treynor Bancshares
Iowa
$423K – – –
GT
444
Glenmede Trust
Pennsylvania
$420K -$81.6K -496 -17%
HWM
445
Hemington Wealth Management
Virginia
$413K -$31.1K -189 -7%
AFO
446
Allie Family Office
Florida
$409K – – –
AF
447
Allworth Financial
California
$405K -$16.1K -98 -4%
AWA
448
Acorn Wealth Advisors
Michigan
$404K -$844K -5,125 -68%
CWM
449
Centric Wealth Management
Illinois
$399K -$1.41M -8,539 -78%
HGWM
450
Horst & Graben Wealth Management
Oregon
$399K -$57.3K -348 -13%
16 17
18
19 20