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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
501
Destiny Wealth Partners
Florida
$377K +$213K +1,468 +131%
WWC
502
Waypoint Wealth Counsel
Georgia
$376K +$374K +2,575 New
LS
503
Leelyn Smith
Illinois
$376K -$222K -1,529 -37%
GWM
504
GDS Wealth Management
Texas
$375K +$14.4K +99 +4%
MAG
505
Members Advisory Group
New York
$375K -$210K -1,448 -36%
FWM
506
Fingerlakes Wealth Management
New York
$374K -$4.06K -28 -1%
CAL
507
Capital Analysts LLC
Pennsylvania
$372K +$369K +2,546 New
BF
508
Brogan Financial
Tennessee
$369K +$367K +2,530 New
TB
509
Treynor Bancshares
Iowa
$367K – – –
SPWG
510
Syntegra Private Wealth Group
Missouri
$366K +$364K +2,509 New
OCM
511
One Capital Management
California
$363K – – –
RF
512
Rollins Financial
Georgia
$361K – – –
RIM
513
Regent Investment Management
Kentucky
$360K -$7.25K -50 -2%
HWM
514
Hemington Wealth Management
Virginia
$358K – – –
AFO
515
Allie Family Office
Florida
$355K – – –
SWAG
516
Spectrum Wealth Advisory Group
California
$354K -$6.67K -46 -2%
CRI
517
Commonwealth Retirement Investments
Virginia
$354K +$352K +2,428 New
ACM
518
Advisors Capital Management
New Jersey
$353K +$1.45K +10 +0.4%
D
519
Dentgroup
Louisiana
$353K +$351K +2,416 New
CWM
520
Centric Wealth Management
Illinois
$351K -$23.4K -161 -6%
EC
521
Estate Counselors
Wisconsin
$350K – – –
EWA
522
EP Wealth Advisors
California
$348K +$346K +2,384 New
PA
523
Prism Advisors
California
$343K -$226K -1,559 -40%
LRPA
524
L. Roy Papp & Associates
Arizona
$341K – – –
CA
525
Crewe Advisors
Utah
$335K -$19.3K -133 -5%
19 20
21
22 23