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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
476
HM Payson & Co
Maine
$22K +$20.9K +146 New
CSPIA
477
Cary Street Partners Investment Advisory
Virginia
$22K +$21.4K +150 New
BC
478
Barnett & Company
Tennessee
$20K – – –
JFA
479
JNBA Financial Advisors
Minnesota
$20K – – –
CFN
480
Cordasco Financial Network
Florida
$19K – – –
EWM
481
Edge Wealth Management
New York
$19K +$18.4K +129 New
CT
482
Caldwell Trust
Florida
$18K – – –
SXL
483
Summit X LLC
Missouri
$17.5K +$1.72K +12 +0.1%
AIL
484
AGF Investments LLC
Ontario, Canada
$17K -$2.14K -15 -11%
HI
485
Human Investing
Oregon
$17K – – –
CHAM
486
Clear Harbor Asset Management
Connecticut
$16.2K +$15.7K +110 New
SFPG
487
Stonebridge Financial Planning Group
Florida
$15K +$14.3K +100 New
DSC
488
Duncker Streett & Co
Missouri
$12K – – –
S
489
SignatureFD
Georgia
$12K – – –
CCA
490
Column Capital Advisors
Indiana
$11K +$3.71K +26 +54%
DI
491
Disciplined Investments
Oklahoma
$10K – – –
HI
492
Hoey Investments
Pennsylvania
$10K – – –
CCM
493
Chiron Capital Management
Florida
$10K +$10K +70 New
JGIA
494
Jackson Grant Investment Advisers
Connecticut
$9K – – –
MHR
495
Matthew Hamilton Rosenberg
$9K – – –
CHA
496
Carmichael Hill & Associates
Maryland
$8K – – –
FEG
497
Financial Enhancement Group
Indiana
$8K +$5.29K +37 +185%
AWM
498
AllSquare Wealth Management
New York
$7K – – –
OC
499
Oakworth Capital
Alabama
$7K – – –
BWA
500
BDO Wealth Advisors
Florida
$7K +$6.43K +45 New
18 19
20
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