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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
451
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K +$22.1K +179 New
HI
452
Hudock Inc
Pennsylvania
$16K +$18.5K +150 New
BC
453
Barnett & Company
Tennessee
$15K – – –
AIL
454
AGF Investments LLC
Ontario, Canada
$14K -$1.24K -10 -7%
CFN
455
Cordasco Financial Network
Florida
$14K – – –
JFA
456
JNBA Financial Advisors
Minnesota
$14K +$6.18K +50 +60%
MAM
457
Meeder Asset Management
Ohio
$13K -$989 -8 -6%
CT
458
Caldwell Trust
Florida
$13K – – –
BWM
459
Baystate Wealth Management
Massachusetts
$12K +$124 +1 +0.9%
AA
460
Ancora Advisors
Ohio
$12K +$14.3K +116 New
ECM
461
ExodusPoint Capital Management
New York
$11K -$19.5M -157,906 -100%
JGIA
462
Jackson Grant Investment Advisers
Connecticut
$10K +$1.24K +10 +12%
BWL
463
Bogart Wealth LLC
Virginia
$10K +$5.68K +46 +94%
DSC
464
Duncker Streett & Co
Missouri
$9K – – –
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$9K +$10.6K +86 New
DI
466
Disciplined Investments
Oklahoma
$7K -$25.7K -208 -76%
HI
467
Hoey Investments
Pennsylvania
$7K – – –
OFG
468
OmniStar Financial Group
North Carolina
$7K +$7.91K +64 New
FEG
469
Financial Enhancement Group
Indiana
$6K -$2.75M -22,267 -100%
CTC
470
Central Trust Company
Missouri
$6K -$25.6K -207 -80%
CHA
471
Carmichael Hill & Associates
Maryland
$6K – – –
LCC
472
Lincoln Capital Corp
Rhode Island
$5.02K +$1.79M +14,512 +44%
PB
473
Pinnacle Bancorp
Nebraska
$5K – – –
EWM
474
EPG Wealth Management
Georgia
$5K +$1.11K +9 +23%
HS
475
Horan Securities
United States
$5K +$6.3K +51 New
17 18
19
20 21