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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
526
Cascadia Advisory Services
Oregon
$225K -$705K -3,970 -76%
RHP
527
Royal Harbor Partners
Texas
$225K – – –
3LCM
528
3D/L Capital Management
Connecticut
$224K -$140K -788 -38%
FCA
529
FinTrust Capital Advisors
South Carolina
$222K -$15.8K -89 -7%
AL
530
Aspiriant LLC
California
$222K – – –
SMC
531
Smith, Moore & Co
Missouri
$221K – – –
MAG
532
MRA Advisory Group
New Jersey
$220K -$3.06M -17,238 -93%
BTWM
533
Baker Tilly Wealth Management
Wisconsin
$218K -$363K -2,045 -62%
MBT
534
Montecito Bank & Trust
California
$217K -$120K -678 -35%
SG
535
Stonnington Group
California
$216K – – –
FAG
536
Financial Advisory Group
Texas
$215K – – –
WS
537
Wedbush Securities
California
$213K -$45.7K -257 -17%
HNB
538
Huntington National Bank
Ohio
$211K – – –
QAM
539
QCI Asset Management
New York
$211K – – –
NCM
540
Northwest Capital Management
Oregon
$206K -$85.7K -482 -30%
DP
541
Denver PWM
Colorado
$205K – – –
GWS
542
Glassman Wealth Services
Virginia
$205K – – –
WSCM
543
Wellington Shields Capital Management
New York
$203K – – –
HIA
544
Harbor Investment Advisory
Maryland
$196K +$198K +1,115 New
TRCT
545
Tower Research Capital (TRC)
New York
$195K +$197K +1,108 New
GT
546
Glenmede Trust
Pennsylvania
$178K – – –
FGAM
547
Financial Gravity Asset Management
Texas
$176K – – –
AWM
548
Accel Wealth Management
Iowa
$170K -$14.8K -83 -8%
TCWM
549
Total Clarity Wealth Management
Illinois
$165K +$167K +937 New
SBL
550
Sargent Bickham Lagudis
Colorado
$163K +$165K +930 New
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