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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
476
Delta Financial Group
New Jersey
$305K +$291K +1,502 New
MIC
477
Meridian Investment Counsel
California
$305K – – –
JEST
478
JTC Employer Solutions Trustee
Jersey
$304K – – –
TFP
479
Traction Financial Partners
Wyoming
$304K – – –
LCC
480
Lincoln Capital Corp
Rhode Island
$296K -$47.3K -244 -14%
PFS
481
Prospera Financial Services
Texas
$296K -$2.49M -12,849 -90%
LCM
482
Lunt Capital Management
Utah
$295K – – –
JCFM
483
JBR Co Financial Management
Oklahoma
$295K – – –
CWM
484
Collaborative Wealth Management
Florida
$295K -$1.55K -8 -0.5%
WEG
485
World Equity Group
Illinois
$294K +$281K +1,452 New
TWM
486
Tradition Wealth Management
Minnesota
$294K +$581 +3 +0.2%
SFG
487
Sovereign Financial Group
Connecticut
$291K -$5.04K -26 -2%
SAW
488
Signal Advisors Wealth
Michigan
$291K +$278K +1,434 New
APC
489
Aspire Private Capital
North Carolina
$290K +$8.91K +46 +3%
LFG
490
Larson Financial Group
Missouri
$289K -$14.1K -73 -5%
CFA
491
Cahill Financial Advisors
Minnesota
$287K +$581 +3 +0.2%
UWM
492
USAdvisors Wealth Management
Minnesota
$286K -$2.52K -13 -0.9%
CIA
493
Capital Investment Advisors
Georgia
$286K -$2.52K -13 -0.9%
RW
494
Rede Wealth
Virginia
$285K -$5.04K -26 -2%
SXL
495
Summit X LLC
Missouri
$284K -$7.36K -38 -3%
OBWG
496
Onyx Bridge Wealth Group
New York
$282K +$194 +1 +0.1%
FFA
497
Fortune Financial Advisors
Kansas
$281K -$28.9K -149 -10%
PAG
498
Private Advisory Group
Washington
$280K -$1.23M -6,334 -82%
MGIA
499
Moneta Group Investment Advisors
Missouri
$279K -$21.7K -112 -8%
AA
500
Advisory Alpha
Michigan
$278K -$19.4K -100 -7%
18 19
20
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