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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
526
StoneX Group
New York
$322K +$331K +2,003 New
MWM
527
Meridian Wealth Management
Kentucky
$320K -$992 -6 -0.3%
FCA
528
FinTrust Capital Advisors
South Carolina
$320K +$329K +1,987 New
3LCM
529
3D/L Capital Management
Connecticut
$320K +$329K +1,990 New
FFG
530
Ford Financial Group
California
$317K +$165 +1 +0.1%
SWMG
531
Strategic Wealth Management Group
Maryland
$316K – – –
SWM
532
Sculati Wealth Management
Michigan
$315K – – –
HA
533
HYA Advisors
Missouri
$315K +$64.3K +389 +25%
MGIA
534
Moneta Group Investment Advisors
Missouri
$315K +$115K +693 +55%
TLFA
535
True Link Financial Advisors
California
$313K +$46.5K +281 +17%
SRC
536
Shufro Rose & Co
New York
$311K +$13.7K +83 +4%
MBT
537
Montecito Bank & Trust
California
$310K +$319K +1,928 New
W
538
WealthOne
New York
$306K +$21K +127 +7%
NDSI
539
Newman Dignan & Sheerar Inc
Rhode Island
$294K – – –
CRI
540
Colonial River Investments
Virginia
$293K +$26.1K +158 +10%
WT
541
Washington Trust
Rhode Island
$290K -$220K -1,330 -42%
SMA
542
Sage Mountain Advisors
Georgia
$283K +$291K +1,759 New
SBSB
543
Sullivan, Bruyette, Speros & Blaney
Virginia
$278K +$4.63K +28 +2%
TPWA
544
TRUE Private Wealth Advisors
Oregon
$276K +$284K +1,718 New
VWM
545
Vigilare Wealth Management
Arizona
$274K +$281K +1,701 New
PCG
546
Private Capital Group
Connecticut
$272K +$280K +1,691 New
FTS
547
Fifth Third Securities
Ohio
$270K +$277K +1,678 New
CWA
548
Centennial Wealth Advisory
Michigan
$269K +$276K +1,672 New
TCM
549
TD Capital Management
Tennessee
$267K +$15.2K +92 +6%
CHA
550
Cooper/Haims Advisors
New York
$264K +$272K +1,643 New
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