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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
551
Brandywine Oak Private Wealth
Pennsylvania
$408K – – –
WPC
552
Wedmont Private Capital
Pennsylvania
$408K +$35.2K +168 +9%
FI
553
FWG Investments
Kentucky
$406K +$411K +1,960 New
PA
554
Pinnacle Associates
New York
$403K +$81.1K +387 +25%
BC
555
Bowman & Company
Wisconsin
$400K -$24.5K -117 -6%
ACM
556
Absolute Capital Management
Pennsylvania
$400K +$403K +1,924 New
OL
557
Owen LaRue
Kentucky
$399K +$37.5K +179 +10%
JFGIW
558
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$399K +$121K +576 +46%
LSL
559
Legacy Solutions LLC
Pennsylvania
$398K +$403K +1,922 New
CFG
560
Cornerstone Financial Group
Nebraska
$392K +$397K +1,895 New
OWP
561
ORG Wealth Partners
Texas
$389K +$107K +510 +37%
SPWG
562
Syntegra Private Wealth Group
Missouri
$389K -$3.14K -15 -0.8%
AA
563
Armis Advisers
Georgia
$387K +$391K +1,868 New
SAW
564
Signal Advisors Wealth
Michigan
$385K +$89.7K +428 +30%
LRPA
565
L. Roy Papp & Associates
Arizona
$382K – – –
AWM
566
Axxcess Wealth Management
California
$380K +$385K +1,837 New
XT
567
XTX Topco
Cayman Islands
$378K +$383K +1,826 New
ECA
568
Elevated Capital Advisors
Utah
$376K -$19.5K -93 -5%
AWA
569
Arete Wealth Advisors
Illinois
$374K +$379K +1,809 New
GVAG
570
Great Valley Advisor Group
Delaware
$374K +$378K +1,805 New
IWS
571
Integrity Wealth Solutions
Colorado
$372K +$419 +2 +0.1%
WANY
572
Wealthspire Advisors (New York)
New York
$371K +$376K +1,794 New
AIP
573
Almanack Investment Partners
Pennsylvania
$370K – – –
WCM
574
WealthBridge Capital Management
Ohio
$369K +$2.1K +10 +0.6%
ACI
575
Alpha Cubed Investments
California
$367K +$210 +1 +0.1%
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