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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
426
Pinnacle Wealth Management Advisory Group
New Jersey
$373K -$50.9K -361 -12%
PFS
427
Prospera Financial Services
Texas
$370K -$374K -2,648 -50%
CCA
428
Clearwater Capital Advisors
Illinois
$370K -$14.1K -100 -4%
PWAG
429
Polaris Wealth Advisory Group
California
$368K – – –
GLA
430
Good Life Advisors
Pennsylvania
$364K -$46.6K -330 -11%
BF
431
Brogan Financial
Tennessee
$364K +$12.1K +86 +3%
MAG
432
Members Advisory Group
New York
$357K – – –
4WM
433
4J Wealth Management
Virginia
$357K -$51.2K -363 -12%
PMG
434
ProVise Management Group
Florida
$356K -$10.7K -76 -3%
WHCI
435
W.H. Cornerstone Investments
Massachusetts
$355K +$360K +2,552 New
AAG
436
Armstrong Advisory Group
Massachusetts
$354K -$43.9K -311 -11%
WA
437
Win Advisors
Florida
$354K +$359K +2,542 New
RFN
438
RDA Financial Network
Iowa
$353K +$65.8K +466 +22%
PA
439
Prism Advisors
California
$350K +$23.6K +167 +7%
TB
440
Treynor Bancshares
Iowa
$350K – – –
BFA
441
Beaumont Financial Advisors
Massachusetts
$348K +$144K +1,022 +69%
GWM
442
GDS Wealth Management
Texas
$347K -$10.6K -75 -3%
SFG
443
Sovereign Financial Group
Connecticut
$346K -$303K -2,147 -46%
OCM
444
One Capital Management
California
$346K – – –
KWA
445
Kellett Wealth Advisors
Ohio
$342K -$147K -1,042 -30%
CA
446
Continuum Advisory
Idaho
$342K -$95.1K -674 -22%
VIM
447
Vista Investment Management
Pennsylvania
$341K -$26.2K -186 -7%
HWM
448
Hemington Wealth Management
Virginia
$341K – – –
SWAG
449
Spectrum Wealth Advisory Group
California
$339K +$1.83K +13 +0.5%
CWM
450
Centric Wealth Management
Illinois
$337K +$1.98K +14 +0.6%
16 17
18
19 20