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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
476
Rehmann Capital Advisory Group
Michigan
$854K +$47.1K +216 +6%
LF
477
Lee Financial
Texas
$854K -$65.5K -300 -8%
VWM
478
Venturi Wealth Management
Texas
$851K -$6.98K -32 -0.9%
AC
479
Allstate Corporation
Illinois
$850K +$772K +3,538 New
LSA
480
Lion Street Advisors
Texas
$846K +$174K +798 +29%
CFD
481
Creative Financial Designs
Indiana
$844K -$74K -339 -9%
SWA
482
Strata Wealth Advisors
Texas
$843K -$14.2K -65 -2%
RW
483
Regimen Wealth
Georgia
$839K +$762K +3,492 New
QC
484
Quent Capital
New York
$833K -$616K -2,822 -45%
VCP
485
Verus Capital Partners
Arizona
$830K -$379K -1,737 -33%
APC
486
Aspire Private Capital
North Carolina
$825K +$12.4K +57 +2%
ATC
487
Argent Trust Co
Tennessee
$825K +$431K +1,974 +135%
RA
488
RiverTree Advisors
Florida
$824K +$748K +3,430 New
MWM
489
MBE Wealth Management
Wisconsin
$812K -$6.11K -28 -0.8%
SHF
490
Stage Harbor Financial
Massachusetts
$811K -$54.5K -250 -7%
VCA
491
Verdence Capital Advisors
Maryland
$803K -$288K -1,319 -28%
MG
492
Mather Group
Illinois
$802K -$5.24K -24 -0.7%
GCM
493
Generation Capital Management
New York
$800K +$726K +3,330 New
N
494
Natixis
France
$793K -$88.4K -405 -11%
FA
495
Flagstar Advisors
New York
$792K -$50.6K -232 -7%
RWS
496
Retirement Wealth Solutions
Wisconsin
$792K +$29.9K +137 +4%
GIM
497
Glenmede Investment Management
Pennsylvania
$785K +$713K +3,266 New
CFS
498
CRA Financial Services
New Jersey
$777K – – –
BW
499
Blalock Williams
Alabama
$777K +$22.3K +102 +3%
GSEP
500
Golden State Equity Partners
California
$774K +$107K +489 +18%
18 19
20
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