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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMNH
451
Arcadia Wealth Management (New Hampshire)
New Hampshire
$260K +$254K +1,804 New
MWM
452
Meridian Wealth Management
Kentucky
$260K -$28.5K -203 -10%
CCM
453
Crabel Capital Management
California
$258K +$252K +1,790 New
AIP
454
Almanack Investment Partners
Pennsylvania
$258K -$1.55K -11 -0.6%
AL
455
ACAS LLC
California
$257K – – –
ASN
456
Advisory Services Network
Georgia
$256K -$471K -3,353 -65%
AC
457
Avestar Capital
New York
$256K +$249K +1,773 New
RIA
458
Regal Investment Advisors
Michigan
$251K -$61.7K -439 -20%
MFG
459
Magnus Financial Group
New York
$251K -$221K -1,573 -47%
CWM
460
Collaborative Wealth Management
Florida
$244K -$10.4K -74 -4%
WS
461
Wedbush Securities
California
$242K -$8.58K -61 -4%
IF
462
Intrua Financial
Texas
$238K -$87.6K -623 -27%
BC
463
Bowman & Company
Wisconsin
$235K +$14.2K +101 +7%
MIH
464
Meitav Investment House
Israel
$235K – – –
APC
465
Aspire Private Capital
North Carolina
$234K -$103K -733 -31%
WAP
466
Wealthcare Advisory Partners
Pennsylvania
$232K -$55.3K -393 -20%
HIF
467
Hill Island Financial
Michigan
$232K +$141 +1 +0.1%
OBWG
468
Onyx Bridge Wealth Group
New York
$232K +$4.78K +34 +2%
WTA
469
Washington Trust Advisors
Massachusetts
$231K -$28.1K -200 -11%
ACI
470
Alpha Cubed Investments
California
$230K – – –
GFG
471
Goldstone Financial Group
Illinois
$229K -$7.32M -52,038 -97%
DAS
472
Dynamic Advisor Solutions
Arizona
$227K -$107K -758 -33%
OL
473
Owen LaRue
Kentucky
$226K +$1.41K +10 +0.6%
WWP
474
WR Wealth Planners
Missouri
$223K -$19.8K -141 -8%
SWM
475
Sugarloaf Wealth Management
Georgia
$222K +$141 +1 +0.1%
17 18
19
20 21