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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
451
Clearwater Capital Advisors
Illinois
$584K -$5.93K -35 -1%
GRP
452
Global Retirement Partners
California
$581K -$43.5K -257 -7%
ACG
453
Allen Capital Group
Nebraska
$580K – – –
BSW
454
Buckingham Strategic Wealth
Missouri
$573K -$339 -2 -0.1%
JPLA
455
Joseph P. Lucia & Associates
New York
$570K -$58.4K -345 -9%
CC
456
Copperleaf Capital
North Carolina
$570K -$3.05K -18 -0.5%
BTWM
457
Baker Tilly Wealth Management
Wisconsin
$570K +$144K +852 +35%
BOPW
458
Brandywine Oak Private Wealth
Pennsylvania
$563K +$5.76K +34 +1%
CAM
459
Cidel Asset Management
Ontario, Canada
$549K -$224K -1,325 -30%
WA
460
WBH Advisory
Maryland
$549K -$24.2K -143 -4%
SAG
461
Spotlight Asset Group
Illinois
$541K -$75.7K -447 -13%
FHA
462
First Horizon Advisors
Tennessee
$541K +$145K +854 +38%
OPWM
463
Oxinas Partners Wealth Management
Indiana
$534K -$29.6K -175 -5%
FDCDDQ
464
Federation des caisses Desjardins du Quebec
Quebec, Canada
$532K -$10.2K -60 -2%
MFG
465
Merit Financial Group
Georgia
$527K +$52K +307 +11%
AMCA
466
Arthur M. Cohen & Associates
Illinois
$515K -$126K -746 -20%
GVAG
467
Great Valley Advisor Group
Delaware
$514K +$34.7K +205 +7%
SP
468
Successful Portfolios
Florida
$512K -$52.2K -308 -9%
TFA
469
Tranquilli Financial Advisor
New Jersey
$512K +$500K +2,955 New
CP
470
Castleview Partners
Texas
$511K +$499K +2,946 New
RF
471
Rollins Financial
Georgia
$508K -$34.7K -205 -7%
PWAG
472
Polaris Wealth Advisory Group
California
$504K -$66.2K -391 -12%
GCP
473
GSA Capital Partners
United Kingdom
$500K +$489K +2,885 New
HSA
474
HBK Sorce Advisory
Pennsylvania
$498K -$4.74K -28 -1%
SRC
475
Shufro Rose & Co
New York
$495K +$157K +924 +48%
17 18
19
20 21