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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
501
Saiph Capital
New Jersey
$206K +$35.4K +241 +19%
JEST
502
JTC Employer Solutions Trustee
Jersey
$205K – – –
CWA
503
Centennial Wealth Advisory
Michigan
$202K -$206K -1,405 -49%
SIGI
504
Susquehanna International Group (Ireland)
Ireland
$201K +$216K +1,474 New
TCM
505
TD Capital Management
Tennessee
$200K -$17.6K -120 -8%
APC
506
Aspire Private Capital
North Carolina
$191K +$23.2K +158 +13%
BCWM
507
Bartlett & Co Wealth Management
Ohio
$187K +$175K +1,195 +668%
BC
508
Bartlett & Co
Ohio
$187K +$175K +1,195 +668%
TWM
509
Tradition Wealth Management
Minnesota
$184K +$587 +4 +0.3%
CA
510
CoreCap Advisors
Michigan
$177K -$21.1K -144 -10%
KFI
511
Key Financial Inc
Pennsylvania
$169K -$77.1K -525 -30%
GWS
512
Glassman Wealth Services
Virginia
$159K – – –
HS
513
Horan Securities
United States
$157K -$24.1K -164 -12%
HIA
514
Harbor Investment Advisory
Maryland
$151K +$163K +1,107 New
BCMLT
515
Beacon Capital Management LLC (Tennessee)
Tennessee
$142K – – –
AWM
516
Accel Wealth Management
Iowa
$140K +$147 +1 +0.1%
AWM
517
Aspire Wealth Management
Massachusetts
$138K +$6.17K +42 +4%
JWM
518
Janiczek Wealth Management
Colorado
$134K – – –
GWSG
519
GPS Wealth Strategies Group
Colorado
$129K +$105K +713 +303%
CNBTD
520
Citizens National Bank Trust Department
Mississippi
$121K -$88.8K -605 -41%
CAAS
521
Capital Asset Advisory Services
Michigan
$114K – – –
FPB
522
First PREMIER Bank
South Dakota
$114K – – –
EI
523
Ellevest Inc
New York
$111K +$294 +2 +0.2%
BFEC
524
Benjamin F. Edwards & Company
Missouri
$109K – – –
CWP
525
Concord Wealth Partners
Virginia
$108K +$9.69K +66 +9%
19 20
21
22 23