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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
551
CPWM LLC
Washington
– -$646K -5,420 Closed
BHWM
552
Bay Harbor Wealth Management
Maryland
– -$611K -5,127 Closed
BHWA
553
Beacon Harbor Wealth Advisors
Virginia
– -$481K -4,029 Closed
PPP
554
Private Portfolio Partners
New Jersey
– -$455K -3,813 Closed
CFG
555
CMC Financial Group
Georgia
– -$371K -3,113 Closed
PCG
556
Private Capital Group
Connecticut
– -$360K -3,022 Closed
PCM
557
Penserra Capital Management
California
– -$359K -3,016 Closed
LRIA
558
Leonard Rickey Investment Advisors
Washington
– -$340K -2,852 Closed
KP
559
Keel Point
Alabama
– -$314K -2,629 Closed
HFA
560
High Falls Advisors
New York
– -$307K -2,578 Closed
WT
561
Washington Trust
Rhode Island
– -$277K -2,307 Closed
5L
562
55I LLC
Massachusetts
– -$258K -2,161 Closed
PFA
563
Pettinga Financial Advisors
Indiana
– -$257K -2,157 Closed
SWM
564
Sequoia Wealth Management
Illinois
– -$247K -2,063 Closed
GM
565
GeoWealth Management
Illinois
– -$240K -2,013 Closed
JC
566
Jentner Corp
Ohio
– -$228K -1,911 Closed
FPGK
567
Financial Partners Group (Kansas)
Kansas
– -$218K -1,825 Closed
OFG
568
OmniStar Financial Group
North Carolina
– -$207K -1,737 Closed
QT
569
Quantbot Technologies
New York
– -$185K -1,552 Closed
APSP
570
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$107K -901 Closed
TC
571
Truvestments Capital
Florida
– -$60K -502 Closed
LWM
572
Lenox Wealth Management
Ohio
– -$35K -301 Closed
CAN
573
Claraphi Advisory Network
United States
– -$31K -263 Closed
EWM
574
Elmwood Wealth Management
California
– -$25K -210 Closed
ST
575
Smithfield Trust
Pennsylvania
– -$16K -131 Closed
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