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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
501
Summit Financial Group
West Virginia
$291K – – –
W
502
WealthOne
New York
$289K -$42K -255 -13%
VWM
503
Vigilare Wealth Management
Arizona
$288K +$658 +4 +0.2%
VCP
504
Vista Capital Partners
Oregon
$286K -$849K -5,159 -75%
FIM
505
Freedom Investment Management
Connecticut
$283K -$106K -646 -28%
AWA
506
Arete Wealth Advisors
Illinois
$282K -$1.21M -7,329 -81%
WCA
507
Westover Capital Advisors
Delaware
$282K -$2.14K -13 -0.8%
SWP
508
Summit Wealth Partners
Florida
$279K +$658 +4 +0.2%
OAM
509
Occidental Asset Management
California
$278K +$52.5K +319 +24%
CRI
510
Colonial River Investments
Virginia
$277K -$21.9K -133 -7%
BFPW
511
BOK Financial Private Wealth
Colorado
$274K -$84.6K -514 -24%
CSWG
512
Cardinal Strategic Wealth Guidance
Kentucky
$268K -$548K -3,328 -68%
TCM
513
TD Capital Management
Tennessee
$268K -$15.1K -92 -5%
ACI
514
Alpha Cubed Investments
California
$268K +$262K +1,593 New
HIF
515
Hill Island Financial
Michigan
$267K -$54.1K -329 -17%
SWM
516
Sugarloaf Wealth Management
Georgia
$258K – – –
SG
517
StoneX Group
New York
$254K -$414K -2,516 -62%
CCM
518
Carlson Capital Management
Minnesota
$254K +$494 +3 +0.2%
SWP
519
Strategic Wealth Partners
Ohio
$253K -$4.13M -25,109 -94%
JEST
520
JTC Employer Solutions Trustee
Jersey
$252K – – –
IWP
521
Icon Wealth Partners
Texas
$251K -$20.1K -122 -8%
DE
522
Day & Ennis
Georgia
$249K -$81.6K -496 -25%
PPA
523
Parametric Portfolio Associates
Washington
$249K -$34.9K -212 -13%
MGIA
524
Moneta Group Investment Advisors
Missouri
$248K +$14.5K +88 +6%
IAA
525
Independent Advisor Alliance
North Carolina
$247K – – –
19 20
21
22 23