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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
551
Bernardo Wealth Planning
Pennsylvania
$710K +$3.02K +12 +0.4%
RSWM
552
Robertson Stephens Wealth Management
California
$699K +$46.2K +184 +7%
EF
553
Empowered Funds
Pennsylvania
$694K +$124K +494 +21%
GS
554
GWN Securities
Florida
$693K +$110K +436 +18%
TRCT
555
Tower Research Capital (TRC)
New York
$686K +$718K +2,858 New
VCM
556
Vavra Capital Management
Pennsylvania
$685K – – –
PWM
557
Palumbo Wealth Management
New York
$685K – – –
LWM
558
LongView Wealth Management
Georgia
$684K -$19.1K -76 -3%
EWM
559
Elmwood Wealth Management
California
$679K +$75.4K +300 +12%
SAW
560
Signal Advisors Wealth
Michigan
$677K +$24.9K +99 +4%
CFAM
561
Center For Asset Management
Florida
$675K -$189K -754 -21%
AFG
562
Atomi Financial Group
New York
$674K -$129K -515 -15%
SHF
563
Stage Harbor Financial
Massachusetts
$672K – – –
IAG
564
Investment Advisory Group
Massachusetts
$669K – – –
BB
565
Busey Bank
Illinois
$660K +$140K +558 +25%
UAG
566
United Advisor Group
Ohio
$656K +$17.1K +68 +3%
PPWM
567
Perissos Private Wealth Management
Oklahoma
$655K +$251 +1 +0%
SIA
568
Soltis Investment Advisors
Utah
$652K +$9.55K +38 +1%
LF
569
Lee Financial
Texas
$647K -$86.2K -343 -11%
TWM
570
TCFG Wealth Management
California
$645K -$503 -2 -0.1%
TIA
571
TCFG Investment Advisors
California
$645K +$675K +2,688 New
FWA
572
FSM Wealth Advisors
Ohio
$644K – – –
STA
573
Summit Trail Advisors
New York
$637K +$667K +2,653 New
EI
574
Ethic Inc
New York
$635K +$665K +2,646 New
O3W
575
Omni 360 Wealth
New Jersey
$634K +$754 +3 +0.1%
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