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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
451
Aspire Private Capital
North Carolina
$251K +$6.46K +44 +3%
WTA
452
Washington Trust Advisors
Massachusetts
$251K – – –
FPAS
453
Focus Partners Advisor Solutions
Missouri
$250K -$340K -2,317 -59%
SCM
454
Sollinda Capital Management
Florida
$249K +$233K +1,590 New
FIM
455
Freedom Investment Management
Connecticut
$248K +$232K +1,581 New
PA
456
Pinnacle Associates
New York
$245K -$20K -136 -8%
PWMAG
457
Pinnacle Wealth Management Advisory Group
New Jersey
$245K -$20K -136 -8%
RW
458
Rede Wealth
Virginia
$244K -$37K -252 -14%
4WM
459
4J Wealth Management
Virginia
$243K +$147 +1 +0.1%
SWM
460
Sugarloaf Wealth Management
Georgia
$242K +$294 +2 +0.1%
IWA
461
Icon Wealth Advisors
Texas
$242K +$226K +1,540 New
DAS
462
Dynamic Advisor Solutions
Arizona
$242K -$25.1K -171 -10%
LS
463
Leelyn Smith
Illinois
$241K -$36.5K -249 -14%
SA
464
Sunesis Advisors
Kansas
$238K – – –
OL
465
Owen LaRue
Kentucky
$238K -$8.22K -56 -4%
JEST
466
JTC Employer Solutions Trustee
Jersey
$237K – – –
AWA
467
Arkadios Wealth Advisors
Georgia
$236K +$1.76K +12 +0.8%
LCM
468
Lunt Capital Management
Utah
$234K +$4.7K +32 +2%
NDSI
469
Newman Dignan & Sheerar Inc
Rhode Island
$234K – – –
VIM
470
Vista Investment Management
Pennsylvania
$231K -$85K -579 -28%
HGERS
471
Householder Group Estate & Retirement Specialist
Arizona
$231K -$264K -1,801 -55%
CW
472
CreativeOne Wealth
Kansas
$231K -$118K -802 -35%
PAMG
473
Patton Albertson Miller Group
Tennessee
$229K -$22.2K -151 -9%
T
474
TNF
Montana
$228K -$52.4K -357 -21%
AA
475
Advisory Alpha
Michigan
$228K -$20.5K -140 -9%
17 18
19
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