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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
426
Money Concepts Capital
Florida
$291K +$272K +1,856 New
OPCM
427
Osborne Partners Capital Management
California
$290K -$587 -4 -0.2%
LRPA
428
L. Roy Papp & Associates
Arizona
$289K – – –
ECG
429
Edge Capital Group
Georgia
$288K +$269K +1,835 New
BC
430
Bowman & Company
Wisconsin
$285K +$1.47K +10 +0.6%
DWM
431
Darwin Wealth Management
Florida
$285K +$440 +3 +0.2%
MAG
432
Members Advisory Group
New York
$282K -$72.1K -491 -21%
IWS
433
Integrity Wealth Solutions
Colorado
$282K +$263K +1,795 New
AWM
434
Aprio Wealth Management
Georgia
$281K +$28.3K +193 +12%
ACP
435
Aveo Capital Partners
Colorado
$281K +$263K +1,793 New
AIP
436
Almanack Investment Partners
Pennsylvania
$281K – – –
FWP
437
FAS Wealth Partners
Kansas
$279K -$9.83K -67 -4%
RWG
438
Regal Wealth Group
California
$275K -$39.6K -270 -13%
WA
439
WBH Advisory
Maryland
$273K -$94.1K -641 -27%
MA
440
Mezzasalma Advisors
New Jersey
$272K -$15.6K -106 -6%
SGWM
441
Sterling Group Wealth Management
California
$269K -$29.9K -204 -11%
FGAM
442
Financial Gravity Asset Management
Texas
$264K +$247K +1,681 New
WAP
443
Wealthcare Advisory Partners
Pennsylvania
$262K +$9.25K +63 +4%
CWM
444
Collaborative Wealth Management
Florida
$262K -$4.26K -29 -2%
MIH
445
Meitav Investment House
Israel
$259K – – –
FFA
446
Fortune Financial Advisors
Kansas
$259K -$1.76K -12 -0.7%
SG
447
StoneX Group
New York
$257K -$76.8K -523 -24%
BFA
448
Beacon Financial Advisory
Ohio
$257K -$38.7K -264 -14%
AWMNH
449
Arcadia Wealth Management (New Hampshire)
New Hampshire
$252K -$23.6K -161 -9%
SXL
450
Summit X LLC
Missouri
$252K -$26K -177 -10%
16 17
18
19 20