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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
476
Meitav Investment House
Israel
$339K -$74.4K -452 -18%
BOPW
477
Brandywine Oak Private Wealth
Pennsylvania
$337K -$204K -1,241 -38%
JCM
478
Jacobi Capital Management
Pennsylvania
$337K -$16.5K -100 -5%
SW
479
Solidarity Wealth
Utah
$336K +$340K +2,068 New
RWM
480
Rockwood Wealth Management
Pennsylvania
$332K -$24.2K -147 -7%
FFG
481
Ford Financial Group
California
$331K +$165 +1 +0.1%
QT
482
Quantbot Technologies
New York
$329K +$322K +1,958 New
MPW
483
MA Private Wealth
California
$324K -$65.8K -400 -17%
GRP
484
Global Retirement Partners
California
$323K +$386K +2,344 New
CA
485
Crewe Advisors
Utah
$320K +$313K +1,900 New
SWM
486
Selective Wealth Management
Virginia
$319K -$56K -340 -15%
AAM
487
Augustine Asset Management
Florida
$317K – – –
SMA
488
Sage Mountain Advisors
Georgia
$316K -$20.9K -127 -6%
GEA
489
Glen Eagle Advisors
New Jersey
$315K -$903K -5,487 -75%
WEG
490
World Equity Group
Illinois
$314K +$308K +1,869 New
AMCA
491
Arthur M. Cohen & Associates
Illinois
$313K -$122K -742 -29%
PG
492
Prostatis Group
Maryland
$312K -$7.09M -43,058 -96%
KWM
493
Kingsview Wealth Management
Oregon
$310K -$78.8K -479 -21%
PJSIMP
494
P.J. Schmidt Investment Management (PJS)
Wisconsin
$309K -$315K -1,916 -48%
NDSI
495
Newman Dignan & Sheerar Inc
Rhode Island
$308K – – –
FCH
496
Freestone Capital Holdings
Washington
$308K +$302K +1,833 New
PCA
497
Personal Capital Advisors
California
$307K -$64.2K -390 -18%
MWM
498
Maripau Wealth Management
Indiana
$305K +$324K +1,971 New
WTA
499
Washington Trust Advisors
Massachusetts
$303K – – –
KFI
500
Key Financial Inc
Pennsylvania
$294K +$136K +828 +90%
18 19
20
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