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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
476
Morling Financial Advisors
California
$307K +$286K +1,639 New
HGERS
477
Householder Group Estate & Retirement Specialist
Arizona
$306K +$27.9K +160 +11%
AWA
478
Arkadios Wealth Advisors
Georgia
$305K +$20.9K +120 +8%
DWP
479
Destiny Wealth Partners
Florida
$301K -$195K -1,118 -41%
MWM
480
MinichMacGregor Wealth Management
New York
$300K +$280K +1,602 New
AWMNH
481
Arcadia Wealth Management (New Hampshire)
New Hampshire
$300K -$873 -5 -0.3%
CWM
482
Collaborative Wealth Management
Florida
$300K -$11.9K -68 -4%
WTA
483
Washington Trust Advisors
Massachusetts
$300K – – –
EP
484
Edgestream Partners
New Jersey
$297K +$276K +1,584 New
GS
485
GTS Securities
Florida
$295K -$191K -1,097 -41%
CWM
486
Connecticut Wealth Management
Connecticut
$294K +$274K +1,568 New
SXL
487
Summit X LLC
Missouri
$289K -$10.8K -62 -4%
SWM
488
Sugarloaf Wealth Management
Georgia
$289K – – –
MGIA
489
Moneta Group Investment Advisors
Missouri
$285K +$14.3K +82 +6%
TFP
490
Traction Financial Partners
Wyoming
$284K -$90.6K -519 -25%
OL
491
Owen LaRue
Kentucky
$284K – – –
QCM
492
Quantinno Capital Management
New York
$283K +$36.1K +207 +16%
JEST
493
JTC Employer Solutions Trustee
Jersey
$282K – – –
RW
494
Rede Wealth
Virginia
$280K -$10.8K -62 -4%
KFG
495
Kingdom Financial Group
Arizona
$279K +$260K +1,490 New
NDSI
496
Newman Dignan & Sheerar Inc
Rhode Island
$279K – – –
OAP
497
One Advisory Partners
Kansas
$273K -$688K -3,943 -73%
LCM
498
Lunt Capital Management
Utah
$273K -$5.58K -32 -2%
AA
499
Advisory Alpha
Michigan
$272K – – –
TWM
500
Tradition Wealth Management
Minnesota
$271K +$1.92K +11 +0.8%
18 19
20
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