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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
476
Venturi Wealth Management
Texas
$851K -$6.98K -32 -0.9%
AC
477
Allstate Corporation
Illinois
$850K +$772K +3,538 New
LSA
478
Lion Street Advisors
Texas
$846K +$174K +798 +29%
CFD
479
Creative Financial Designs
Indiana
$844K -$74K -339 -9%
SWA
480
Strata Wealth Advisors
Texas
$843K -$14.2K -65 -2%
RW
481
Regimen Wealth
Georgia
$839K +$762K +3,492 New
QC
482
Quent Capital
New York
$833K -$616K -2,822 -45%
VCP
483
Verus Capital Partners
Arizona
$830K -$379K -1,737 -33%
APC
484
Aspire Private Capital
North Carolina
$825K +$12.4K +57 +2%
ATC
485
Argent Trust Co
Tennessee
$825K +$431K +1,974 +135%
RA
486
RiverTree Advisors
Florida
$824K +$748K +3,430 New
MWM
487
MBE Wealth Management
Wisconsin
$812K -$6.11K -28 -0.8%
SHF
488
Stage Harbor Financial
Massachusetts
$811K -$54.5K -250 -7%
VCA
489
Verdence Capital Advisors
Maryland
$803K -$288K -1,319 -28%
MG
490
Mather Group
Illinois
$802K -$5.24K -24 -0.7%
GCM
491
Generation Capital Management
New York
$800K +$726K +3,330 New
N
492
Natixis
France
$793K -$88.4K -405 -11%
FA
493
Flagstar Advisors
New York
$792K -$50.6K -232 -7%
RWS
494
Retirement Wealth Solutions
Wisconsin
$792K +$29.9K +137 +4%
GIM
495
Glenmede Investment Management
Pennsylvania
$785K +$713K +3,266 New
CFS
496
CRA Financial Services
New Jersey
$777K – – –
BW
497
Blalock Williams
Alabama
$777K +$22.3K +102 +3%
GSEP
498
Golden State Equity Partners
California
$774K +$107K +489 +18%
PA
499
Pinnacle Associates
New York
$774K +$6.76K +31 +1%
TWM
500
Trueblood Wealth Management
Ohio
$771K +$52.4K +240 +8%
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20
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