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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
551
ORG Wealth Partners
Texas
$427K +$46.4K +217 +12%
FBT
552
First Bank & Trust
South Dakota
$425K -$25.9K -121 -5%
BCG
553
Breakwater Capital Group
New Jersey
$423K +$447K +2,094 New
CFG
554
Cornerstone Financial Group
Nebraska
$423K – – –
ACI
555
Alpha Cubed Investments
California
$423K +$67.7K +317 +18%
EFMC
556
Empire Financial Management Company
New York
$422K -$21.4K -100 -5%
AF
557
Aviso Financial
Ontario, Canada
$422K +$112K +526 +34%
FLA
558
Financial Life Advisors
Texas
$420K – – –
BIG
559
Brookwood Investment Group
Arizona
$419K +$443K +2,072 New
FWM
560
Fingerlakes Wealth Management
New York
$418K -$7.91K -37 -2%
JFGIW
561
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$417K +$52.1K +244 +13%
LT
562
Legacy Trust
Michigan
$416K – – –
ACG
563
Allen Capital Group
Nebraska
$414K – – –
CWM
564
Centric Wealth Management
Illinois
$412K +$427 +2 +0.1%
MCFP
565
Mallini Complete Financial Planning
Florida
$411K – – –
WLIM
566
White Lighthouse Investment Management
Massachusetts
$409K -$27.4K -128 -6%
GLA
567
Good Life Advisors
Pennsylvania
$405K +$214 +1 +0%
BOPW
568
Brandywine Oak Private Wealth
Pennsylvania
$399K – – –
C1AG
569
Client 1st Advisory Group
Florida
$398K -$6.41K -30 -2%
SPI
570
Santori & Peters Inc
Pennsylvania
$394K -$86.3K -404 -17%
SWM
571
SeaCrest Wealth Management
New York
$394K -$5.98K -28 -1%
ACM
572
Absolute Capital Management
Pennsylvania
$394K +$4.7K +22 +1%
CFG
573
Cooper Financial Group
California
$391K +$57.3K +268 +16%
OL
574
Owen LaRue
Kentucky
$390K +$427 +2 +0.1%
AWA
575
Arete Wealth Advisors
Illinois
$390K +$25.4K +119 +7%
21 22
23
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