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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
501
Allie Family Office
Florida
$442K +$448K +2,433 New
AG
502
Ascent Group
Virginia
$439K +$505K +2,742 New
PFGIA
503
Patriot Financial Group Insurance Agency
Massachusetts
$434K -$84K -456 -16%
LWM
504
Liberty Wealth Management
California
$428K -$464K -2,518 Closed
HWM
505
Hemington Wealth Management
Virginia
$427K +$20.1K +109 +4%
BCA
506
Biltmore Capital Advisors
New Jersey
$426K -$25.2K -137 -6%
MPW
507
MA Private Wealth
California
$423K -$92.5K -502 -18%
FIM
508
Freedom Investment Management
Connecticut
$423K +$154K +838 +56%
KWM
509
Kingsview Wealth Management
Oregon
$422K -$28.4K -154 -6%
GIA
510
Goodwin Investment Advisory
Georgia
$413K -$2.89M -15,702 -87%
SWM
511
Sculati Wealth Management
Michigan
$407K +$34.8K +189 +9%
SWM
512
Selective Wealth Management
Virginia
$406K +$156K +845 +61%
JF
513
Jump Financial
Illinois
$405K +$411K +2,228 New
MWM
514
Meridian Wealth Management
Kentucky
$404K -$11.1K -60 -3%
FPW
515
Flagship Private Wealth
Massachusetts
$401K -$1.66K -9 -0.4%
LBA
516
Lowell Blake & Associates
Massachusetts
$401K +$1.11K +6 +0.3%
BFA
517
Beaumont Financial Advisors
Massachusetts
$401K +$28.7K +156 +8%
SL
518
Stevard LLC
Illinois
$399K -$281K -1,525 -41%
PCA
519
Personal Capital Advisors
California
$399K -$5.53K -30 -1%
LF
520
LifeSteps Financial
California
$397K – – –
MHB
521
Midwest Heritage Bank
Iowa
$394K +$399K +2,166 New
BFPW
522
BOK Financial Private Wealth
Colorado
$390K – – –
SWA
523
Strategies Wealth Advisors
Michigan
$390K +$395K +2,143 New
RWM
524
Rockwood Wealth Management
Pennsylvania
$385K +$390K +2,119 New
JCM
525
Jacobi Capital Management
Pennsylvania
$382K – – –
19 20
21
22 23