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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
426
PGIM Custom Harvest
New Jersey
$1.26M -$11.5K -47 -1%
CW
427
CreativeOne Wealth
Kansas
$1.24M +$132K +540 +13%
ATPW
428
Ashton Thomas Private Wealth
Arizona
$1.23M +$1.17M +4,797 New
AFP
429
Ausdal Financial Partners
Iowa
$1.22M +$822K +3,355 +237%
AWM
430
Activest Wealth Management
Florida
$1.22M +$1.16M +4,750 New
NRW
431
Nova R Wealth
Kansas
$1.21M -$38.9K -159 -3%
WA
432
WPG Advisers
Maryland
$1.2M -$18.9K -77 -2%
EFL
433
ERn Financial LLC
Wisconsin
$1.18M -$10.5K -43 -0.9%
MCA
434
Magnolia Capital Advisors
Mississippi
$1.18M -$34.3K -140 -3%
GF
435
Gries Financial
Ohio
$1.17M +$376K +1,535 +50%
YWM
436
Yukon Wealth Management
Kansas
$1.17M -$10K -41 -0.9%
MA
437
MONECO Advisors
Connecticut
$1.16M -$50.9K -208 -4%
BRWM
438
Blue Rock Wealth Management
North Carolina
$1.16M – – –
LIA
439
LifePlan Investment Advisors
North Carolina
$1.15M +$104K +425 +10%
CC
440
Copperleaf Capital
North Carolina
$1.14M -$266K -1,087 -20%
AP
441
Aspect Partners
Virginia
$1.14M +$490 +2 +0%
FFA
442
Fragasso Financial Advisors
Pennsylvania
$1.13M -$86.7K -354 -7%
GSC
443
G&S Capital
Colorado
$1.13M +$1.08M +4,395 New
NS
444
NBC Securities
Alabama
$1.12M +$384K +1,566 +56%
TWA
445
Talisman Wealth Advisors
New Jersey
$1.12M +$41.4K +169 +4%
CPG
446
Cornerstone Planning Group
New Jersey
$1.08M +$1.03M +4,206 +6,784%
BOSSRA
447
B.O.S.S. Retirement Advisors
Utah
$1.08M +$86.2K +352 +9%
SFS
448
Security Financial Services
Indiana
$1.07M -$126K -514 -11%
RFP
449
RCS Financial Planning
Maryland
$1.07M +$87.2K +356 +9%
AIM
450
Advyzon Investment Management
Illinois
$1.05M -$140K -570 -12%
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