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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
451
Regal Investment Advisors
Michigan
$226K -$17.5K -121 -7%
PAMG
452
Patton Albertson Miller Group
Tennessee
$225K +$232K +1,610 New
WAP
453
Wealthcare Advisory Partners
Pennsylvania
$225K – – –
OBWG
454
Onyx Bridge Wealth Group
New York
$224K – – –
WTA
455
Washington Trust Advisors
Massachusetts
$224K – – –
AWM
456
Aprio Wealth Management
Georgia
$224K +$231K +1,600 New
AA
457
Advisory Alpha
Michigan
$222K -$42.9K -297 -16%
PCM
458
Parsons Capital Management
Rhode Island
$220K -$40.4K -280 -15%
OL
459
Owen LaRue
Kentucky
$220K – – –
APC
460
Aspire Private Capital
North Carolina
$217K -$10.1K -70 -4%
4WM
461
4J Wealth Management
Virginia
$217K -$116K -807 -34%
SWM
462
Sugarloaf Wealth Management
Georgia
$215K – – –
MFG
463
Monumental Financial Group
Maryland
$214K -$4.12M -28,570 -95%
WWP
464
WR Wealth Planners
Missouri
$214K -$2.6K -18 -1%
BCM
465
Blume Capital Management
California
$213K – – –
SA
466
Sunesis Advisors
Kansas
$212K +$219K +1,518 New
WS
467
Wedbush Securities
California
$212K -$23.4K -162 -10%
FCBT
468
First Citizens Bank & Trust
North Carolina
$212K – – –
OMC
469
Old Mission Capital
Illinois
$212K +$219K +1,514 New
JEST
470
JTC Employer Solutions Trustee
Jersey
$210K – – –
AWA
471
Arkadios Wealth Advisors
Georgia
$209K -$1.16K -8 -0.5%
NDSI
472
Newman Dignan & Sheerar Inc
Rhode Island
$208K – – –
SC
473
Stephens Consulting
Michigan
$207K +$6.79K +47 +3%
HH
474
Hilltop Holdings
Texas
$207K -$845K -5,856 -80%
EL
475
EQ LLC
Washington
$206K – – –
17 18
19
20 21