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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
551
BDO Wealth Advisors
Florida
$26K +$27.5K +196 New
KC
552
Kenfarb & Co
Kentucky
$26K +$28.3K +202 New
SSB
553
Sandy Spring Bank
Maryland
$23K – – –
CG
554
Cutler Group
California
$22K +$24.5K +175 New
HI
555
Hudock Inc
Pennsylvania
$20K – – –
MA
556
MUFG Americas
New York
$20K – – –
BHWM
557
Beaird Harris Wealth Management
Texas
$18K – – –
CCM
558
Cribstone Capital Management
Maine
$18K – – –
MCM
559
McMillion Capital Management
North Carolina
$18K – – –
CS
560
Credit Suisse
Switzerland
$18K +$19.5K +139 New
CWA
561
Clearview Wealth Advisors
Oregon
$17K -$5.33K -38 -23%
DI
562
Disciplined Investments
Oklahoma
$17K – – –
FEG
563
Financial Enhancement Group
Indiana
$16K +$1.26K +9 +8%
APW
564
Axim Planning & Wealth
Ohio
$15K +$2.24K +16 +16%
AWM
565
AllSquare Wealth Management
New York
$13K – – –
HGERS
566
Householder Group Estate & Retirement Specialist
Arizona
$13K +$14.9K +106 New
PPWM
567
PFG Private Wealth Management
Florida
$12K -$30.4K -217 -70%
CIR
568
Clear Investment Research
Georgia
$11K – – –
HDIM
569
Hanson & Doremus Investment Management
Vermont
$11K – – –
MHR
570
Matthew Hamilton Rosenberg
$11K – – –
S
571
SignatureFD
Georgia
$10K -$2.1K -15 -16%
CCA
572
Column Capital Advisors
Indiana
$10K – – –
CC
573
Corsicana & Co
Texas
$10K – – –
SIC
574
Salem Investment Counselors
North Carolina
$10K – – –
SIS
575
Sound Income Strategies
Florida
$10K – – –
21 22
23
24 25