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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
526
Intelligence Driven Advisers
California
$248K – – –
OCM
527
Orion Capital Management
California
$248K -$14K -75 -6%
CFGS
528
Concourse Financial Group Securities
Alabama
$246K +$56.7K +304 +32%
AWM
529
Axxcess Wealth Management
California
$246K -$27.6K -148 -10%
IWA
530
Icon Wealth Advisors
Texas
$245K -$5.97K -32 -2%
T
531
TNF
Montana
$244K -$5.97K -32 -2%
IC
532
Inscription Capital
Texas
$244K – – –
PG
533
Prostatis Group
Maryland
$239K -$434K -2,328 -65%
HGWM
534
Horst & Graben Wealth Management
Oregon
$234K -$3.73K -20 -2%
WJA
535
Willis Johnson & Associates
Texas
$232K – – –
PAMG
536
Patton Albertson Miller Group
Tennessee
$230K -$6.53K -35 -3%
RRCM
537
Rappaport Reiches Capital Management
Illinois
$230K – – –
GWS
538
Glassman Wealth Services
Virginia
$228K – – –
AFG
539
Allegheny Financial Group
Pennsylvania
$225K +$215K +1,153 New
RHP
540
Royal Harbor Partners
Texas
$223K – – –
ECA
541
Elevated Capital Advisors
Utah
$223K -$46.5K -249 -18%
PWM
542
Prosperity Wealth Management
California
$222K +$212K +1,138 New
SWM
543
Sculati Wealth Management
Michigan
$219K -$26.9K -144 -11%
CGFA
544
Colton Groome Financial Advisors
North Carolina
$217K -$60.3K -323 -22%
TP
545
Tranquility Partners
Tennessee
$217K -$24.6K -132 -11%
BWA
546
Bordeaux Wealth Advisors
California
$217K +$1.49K +8 +0.7%
EE
547
EWG Elevate
California
$215K -$1.5M -8,057 -88%
NCM
548
NCM Capital Management
New Jersey
$214K – – –
FCI
549
Financial Counselors Inc
Kansas
$213K – – –
NHT
550
New Hampshire Trust
New Hampshire
$213K – – –
20 21
22
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