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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
476
Sage Mountain Advisors
Georgia
$366K -$5.33K -30 -1%
CS
477
Comerica Securities
Michigan
$365K -$2.67M -15,004 -88%
SFM
478
Signet Financial Management
New Jersey
$362K -$39.8K -224 -10%
CAL
479
Capital Advisors Ltd
Ohio
$362K – – –
PCM
480
Poehling Capital Management
Wisconsin
$361K – – –
BFA
481
Beaumont Financial Advisors
Massachusetts
$360K -$118K -664 -24%
SWM
482
Sculati Wealth Management
Michigan
$360K +$14.4K +81 +4%
OAM
483
Optimal Asset Management
California
$355K -$331K -1,863 -48%
W
484
WealthOne
New York
$355K +$9.24K +52 +3%
MMM
485
Mendel Money Management
Illinois
$347K +$5.69K +32 +2%
PPA
486
Parametric Portfolio Associates
Washington
$347K +$69.8K +393 +25%
WAS
487
Wealth Advisory Solutions
Indiana
$344K -$57.6K -324 -14%
FFG
488
Ford Financial Group
California
$344K +$711 +4 +0.2%
SWM
489
Sugarloaf Wealth Management
Georgia
$335K -$355 -2 -0.1%
AWA
490
Arkadios Wealth Advisors
Georgia
$327K -$10.7K -60 -3%
VWM
491
Vigilare Wealth Management
Arizona
$326K +$27.4K +154 +9%
NDSI
492
Newman Dignan & Sheerar Inc
Rhode Island
$321K – – –
CG
493
Cutler Group
California
$316K +$249K +1,400 +350%
CAAS
494
Capital Asset Advisory Services
Michigan
$314K +$158K +889 +99%
SP
495
Successful Portfolios
Florida
$313K -$207K -1,167 -40%
SFG
496
Summit Financial Group
West Virginia
$310K – – –
BAAM
497
Baker Avenue Asset Management
California
$304K +$31.3K +176 +11%
SWP
498
Summit Wealth Partners
Florida
$304K +$6.22K +35 +2%
TCM
499
TD Capital Management
Tennessee
$295K +$3.38K +19 +1%
WCA
500
Westover Capital Advisors
Delaware
$293K +$355 +2 +0.1%
18 19
20
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