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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
526
Strategic Wealth Management Group
Maryland
$340K – – –
FFG
527
Ford Financial Group
California
$339K -$2.2K -13 -0.7%
MMM
528
Mendel Money Management
Illinois
$337K -$24.4K -144 -7%
TLFA
529
True Link Financial Advisors
California
$336K -$1.19K -7 -0.4%
AWA
530
Arkadios Wealth Advisors
Georgia
$334K +$200K +1,178 +157%
MBT
531
Montecito Bank & Trust
California
$332K -$2.54K -15 -0.8%
SWM
532
Sugarloaf Wealth Management
Georgia
$332K +$251K +1,479 +342%
OAM
533
Occidental Asset Management
California
$327K +$74.9K +442 +31%
SFSG
534
Sound Financial Strategies Group
Mississippi
$320K +$108K +640 +53%
NDSI
535
Newman Dignan & Sheerar Inc
Rhode Island
$317K – – –
CRI
536
Colonial River Investments
Virginia
$316K – – –
LF
537
Lantz Financial
Illinois
$315K +$308K +1,818 New
WT
538
Washington Trust
Rhode Island
$312K – – –
WI
539
Wintrust Investments
Illinois
$311K -$3.72M -21,990 -92%
SFG
540
Summit Financial Group
West Virginia
$306K -$42.7K -252 -12%
MGIA
541
Moneta Group Investment Advisors
Missouri
$297K -$41.5K -245 -13%
VWM
542
Vigilare Wealth Management
Arizona
$295K +$169 +1 +0.1%
SWP
543
Summit Wealth Partners
Florida
$294K -$73.2K -432 -20%
WCA
544
Westover Capital Advisors
Delaware
$289K +$7.45K +44 +3%
TCM
545
TD Capital Management
Tennessee
$288K +$169 +1 +0.1%
CHA
546
Cooper/Haims Advisors
New York
$285K +$169 +1 +0.1%
AIP
547
Ahrens Investment Partners
Louisiana
$285K +$278K +1,644 New
MOS
548
MGO One Seven
Ohio
$282K +$7.11K +42 +3%
NCM
549
Northwest Capital Management
Oregon
$278K +$269K +1,587 New
PCM
550
Prelude Capital Management
New York
$278K +$272K +1,604 New
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