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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
501
Trexquant Investment
Connecticut
$424K -$55.2K -326 -12%
EWA
502
EP Wealth Advisors
California
$421K -$102K -602 -20%
PCG
503
Private Capital Group
Connecticut
$409K +$113K +669 +40%
BHB
504
Bank Hapoalim BM
Israel
$405K – – –
BFPW
505
BOK Financial Private Wealth
Colorado
$399K +$114K +672 +41%
WAS
506
Wealth Advisory Solutions
Indiana
$396K -$4.9M -28,909 -93%
SFM
507
Signet Financial Management
New Jersey
$396K -$78.8K -465 -17%
TCA
508
Transcend Capital Advisors
New Jersey
$386K +$119K +700 +46%
RIM
509
Regent Investment Management
Kentucky
$382K -$17.6K -104 -5%
LBA
510
Lowell Blake & Associates
Massachusetts
$381K +$372K +2,199 New
LF
511
LifeSteps Financial
California
$379K – – –
FPW
512
Flagship Private Wealth
Massachusetts
$378K +$169 +1 +0%
MCM
513
MAI Capital Management
Ohio
$377K +$5.59K +33 +2%
BBNB
514
Baker Boyer National Bank
Washington
$371K +$461K +2,724 New
SMA
515
Sage Mountain Advisors
Georgia
$366K +$59.8K +353 +20%
EL
516
EQ LLC
Washington
$362K -$3.39K -20 -0.9%
JCM
517
Jacobi Capital Management
Pennsylvania
$360K +$508 +3 +0.1%
CAL
518
Capital Advisors Ltd
Ohio
$358K – – –
3LCM
519
3D/L Capital Management
Connecticut
$358K +$12.9K +76 +4%
FCFC
520
First Citizens Financial Corp
Iowa
$358K +$79.1K +467 +29%
PCM
521
Poehling Capital Management
Wisconsin
$356K – – –
MWM
522
Meridian Wealth Management
Kentucky
$354K +$8.13K +48 +2%
RSWM
523
Robertson Stephens Wealth Management
California
$343K +$335K +1,978 New
SWM
524
Sculati Wealth Management
Michigan
$341K +$1.86K +11 +0.6%
W
525
WealthOne
New York
$341K +$11.5K +68 +4%
19 20
21
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