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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
476
Caldwell Trust
Florida
$15.3K +$14.8K +122 New
FGAM
477
Financial Gravity Asset Management
Texas
$14K -$185K -1,526 -93%
BWM
478
Baystate Wealth Management
Massachusetts
$14K +$13.7K +113 New
CHAM
479
Clear Harbor Asset Management
Connecticut
$13.8K +$13.3K +110 New
CA
480
CXI Advisors
Indiana
$13K +$12.3K +101 New
GFPC
481
Global Financial Private Client
Florida
$12.7K +$12.3K +101 New
JGIA
482
Jackson Grant Investment Advisers
Connecticut
$10K -$286K -2,358 -97%
JFA
483
JNBA Financial Advisors
Minnesota
$10K -$6.43K -53 -39%
AF
484
Allworth Financial
California
$10K +$9.34K +77 New
DSC
485
Duncker Streett & Co
Missouri
$10K +$9.83K +81 New
LWA
486
LWS Wealth Advisors
New Jersey
$10K +$10.1K +83 New
HI
487
Hoey Investments
Pennsylvania
$8K +$8.01K +66 New
CHA
488
Carmichael Hill & Associates
Maryland
$7K +$6.92K +57 New
PB
489
Pinnacle Bancorp
Nebraska
$6K -$10.8K -89 -67%
BWL
490
Bogart Wealth LLC
Virginia
$6K – – –
LWANC
491
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K +$5.58K +46 New
FANJ
492
Financial Architects (New Jersey)
New Jersey
$5K – – –
EWM
493
EPG Wealth Management
Georgia
$5K +$4.73K +39 New
DY
494
Dowling & Yahnke
California
$5K +$4.85K +40 New
NR
495
Newfound Research
Massachusetts
$4K -$1.09K -9 -23%
EI
496
Ellevest Inc
New York
$4K +$4K +33 New
TI
497
tru Independence
Oregon
$4K +$4.13K +34 New
APC
498
Aspire Private Capital
North Carolina
$3K -$120K -990 -98%
SIS
499
Sound Income Strategies
Florida
$3K -$971 -8 -28%
LDFR
500
Lehman & Derafelo Financial Resources
Pennsylvania
$3K – – –
18 19
20
21 22