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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
526
Visionary Wealth Advisors
Illinois
$220K -$61.7K -437 -22%
RF
527
Rollins Financial
Georgia
$220K -$126K -890 -36%
OBWG
528
Onyx Bridge Wealth Group
New York
$218K -$8.18K -58 -4%
OAM
529
Occidental Asset Management
California
$216K -$423 -3 -0.2%
SFG
530
Summit Financial Group
West Virginia
$215K -$25.4K -180 -10%
CFA
531
Cahill Financial Advisors
Minnesota
$215K -$16.6K -118 -7%
SWM
532
Sugarloaf Wealth Management
Georgia
$214K +$282 +2 +0.1%
TA
533
TKG Advisors
Indiana
$213K +$7.9K +56 +4%
BC
534
Bowman & Company
Wisconsin
$213K -$23K -163 -10%
SC
535
Stephens Consulting
Michigan
$211K -$7.62K -54 -3%
SA
536
Sunesis Advisors
Kansas
$211K +$214K +1,518 New
CWM
537
Cornerstone Wealth Management
Missouri
$211K +$214K +1,517 New
JEST
538
JTC Employer Solutions Trustee
Jersey
$209K – – –
PFGIA
539
Patriot Financial Group Insurance Agency
Massachusetts
$209K -$104K -735 -33%
TCM
540
TD Capital Management
Tennessee
$208K +$988 +7 +0.5%
NDSI
541
Newman Dignan & Sheerar Inc
Rhode Island
$207K -$21.2K -150 -9%
MFA
542
Mayflower Financial Advisors
Massachusetts
$204K -$1.36M -9,609 -87%
TWM
543
Tradition Wealth Management
Minnesota
$198K +$8.18K +58 +4%
CSWM
544
Cassady Schiller Wealth Management
Ohio
$192K +$171K +1,211 +1,121%
WP
545
WealthPLAN Partners
Nebraska
$191K -$270K -1,915 -58%
CA
546
Clearstead Advisors
Ohio
$189K +$139K +985 +263%
CWA
547
Clearview Wealth Advisors
Oregon
$177K -$364K -2,582 -67%
KFI
548
Key Financial Inc
Pennsylvania
$170K – – –
FDCC
549
Foster Dykema Cabot & Co
Massachusetts
$167K -$30.5K -216 -15%
GWS
550
Glassman Wealth Services
Virginia
$163K – – –
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