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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
426
Lion Street Advisors
Texas
$260K -$210K -1,455 -44%
OPCM
427
Osborne Partners Capital Management
California
$259K +$577 +4 +0.2%
LRPA
428
L. Roy Papp & Associates
Arizona
$258K -$70.7K -490 -21%
FWP
429
FAS Wealth Partners
Kansas
$258K – – –
MA
430
Mezzasalma Advisors
New Jersey
$257K -$6.5K -45 -2%
FPW
431
Flagship Private Wealth
Massachusetts
$254K -$55.9K -387 -18%
DWM
432
Darwin Wealth Management
Florida
$253K -$3.46K -24 -1%
RW
433
Rede Wealth
Virginia
$253K -$4.47K -31 -2%
BC
434
Bowman & Company
Wisconsin
$252K +$25.6K +177 +11%
AIP
435
Almanack Investment Partners
Pennsylvania
$250K – – –
LS
436
Leelyn Smith
Illinois
$249K -$3.18K -22 -1%
CWP
437
Cyndeo Wealth Partners
Florida
$249K +$258K +1,784 New
SXL
438
Summit X LLC
Missouri
$249K -$37.1K -257 -13%
ACI
439
Alpha Cubed Investments
California
$249K +$27.4K +190 +12%
AWMNH
440
Arcadia Wealth Management (New Hampshire)
New Hampshire
$247K -$5.05K -35 -2%
DAS
441
Dynamic Advisor Solutions
Arizona
$245K +$26K +180 +11%
SOS
442
Silver Oak Securities
Tennessee
$243K -$671K -4,646 -73%
MWM
443
Meridian Wealth Management
Kentucky
$238K -$14K -97 -5%
T
444
TNF
Montana
$238K -$67.1K -465 -21%
PA
445
Pinnacle Associates
New York
$237K -$29.3K -203 -11%
PWMAG
446
Pinnacle Wealth Management Advisory Group
New Jersey
$237K -$29.3K -203 -11%
CWM
447
Collaborative Wealth Management
Florida
$237K +$722 +5 +0.3%
MIH
448
Meitav Investment House
Israel
$234K – – –
KA
449
Kovack Advisors
Florida
$233K -$157K -1,088 -39%
FFA
450
Fortune Financial Advisors
Kansas
$232K -$23.5K -163 -9%
16 17
18
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