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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
476
Keebeck Wealth Management
Illinois
$15K +$14.2K +117 New
DSC
477
Duncker Streett & Co
Missouri
$11K – – –
S
478
SignatureFD
Georgia
$10K +$6.29K +52 +193%
BW
479
Bison Wealth
Georgia
$10K +$9.08K +75 New
DI
480
Disciplined Investments
Oklahoma
$9K – – –
HI
481
Hoey Investments
Pennsylvania
$9K – – –
JGIA
482
Jackson Grant Investment Advisers
Connecticut
$8K -$3.51K -29 -32%
MHR
483
Matthew Hamilton Rosenberg
$8K +$7.26K +60 New
CHA
484
Carmichael Hill & Associates
Maryland
$7K – – –
HS
485
Horan Securities
United States
$7K – – –
AWM
486
AllSquare Wealth Management
New York
$7K +$6.05K +50 New
TFA
487
Transamerica Financial Advisors
Florida
$6K +$5.33K +44 New
OC
488
Oakworth Capital
Alabama
$6K +$5.57K +46 New
CCA
489
Column Capital Advisors
Indiana
$6K +$5.81K +48 New
FRA
490
Front Row Advisors
California
$5K – – –
FANJ
491
Financial Architects (New Jersey)
New Jersey
$4K – – –
LDFR
492
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
PGAM
493
Princeton Global Asset Management
New Jersey
$4K – – –
NR
494
Newfound Research
Massachusetts
$4K +$2.9K +24 +400%
FEG
495
Financial Enhancement Group
Indiana
$3K -$4.48K -37 -65%
SL
496
Savior LLC
Massachusetts
$3K – – –
SIS
497
Sound Income Strategies
Florida
$3K – – –
GI
498
Gradient Investments
Minnesota
$3K +$3.03K +25 New
AIC
499
Archer Investment Corporation
Indiana
$2.23K – – –
SF
500
Synovus Financial
Georgia
$2K -$501K -4,139 -100%
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