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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
451
Advisors Capital Management
New Jersey
$335K -$1.41K -10 -0.4%
EC
452
Estate Counselors
Wisconsin
$334K – – –
SXL
453
Summit X LLC
Missouri
$329K +$334K +2,367 New
APC
454
Aspire Private Capital
North Carolina
$328K -$124K -877 -27%
TF
455
TIAA FSB
Florida
$328K +$29.9K +212 +10%
LRPA
456
L. Roy Papp & Associates
Arizona
$325K – – –
DAS
457
Dynamic Advisor Solutions
Arizona
$324K -$79.9K -566 -20%
T
458
TNF
Montana
$320K -$2.04M -14,440 -87%
BFEC
459
Benjamin F. Edwards & Company
Missouri
$319K -$68.6K -486 -17%
IF
460
Intrua Financial
Texas
$318K +$321K +2,272 New
FWM
461
Fingerlakes Wealth Management
New York
$316K -$40.1K -284 -11%
HAS
462
HBW Advisory Services
California
$308K +$1.69K +12 +0.5%
LBA
463
Lowell Blake & Associates
Massachusetts
$307K – – –
LFAS
464
Level Four Advisory Services
Texas
$306K +$2.26K +16 +0.7%
FPW
465
Flagship Private Wealth
Massachusetts
$306K +$1.55K +11 +0.5%
WA
466
Wealth Alliance
New York
$305K -$2M -14,144 -87%
RIA
467
Regal Investment Advisors
Michigan
$303K -$1.17M -8,271 -79%
GP
468
Girard Partners
Pennsylvania
$302K -$4.94K -35 -2%
LS
469
Leelyn Smith
Illinois
$300K -$58.6K -415 -16%
LF
470
LifeSteps Financial
California
$297K – – –
SPWG
471
Syntegra Private Wealth Group
Missouri
$292K -$57.3K -406 -16%
AR
472
Apeiron RIA
Texas
$291K -$1.5M -10,614 -84%
HSA
473
HBK Sorce Advisory
Pennsylvania
$291K -$353K -2,504 -54%
FHA
474
First Horizon Advisors
Tennessee
$290K -$854K -6,055 -74%
CAL
475
Capital Advisors Ltd
Ohio
$287K – – –
17 18
19
20 21