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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMNH
576
Arcadia Wealth Management (New Hampshire)
New Hampshire
$258K +$256K +1,765 New
LFA
577
LGT Financial Advisors
Texas
$257K +$256K +1,763 New
RFN
578
Redwood Financial Network
Ohio
$252K -$27.7K -191 -10%
SFG
579
Summit Financial Group
West Virginia
$252K – – –
TPWA
580
TRUE Private Wealth Advisors
Oregon
$248K +$246K +1,699 New
BC
581
Bowman & Company
Wisconsin
$247K +$246K +1,693 New
SMA
582
Sage Mountain Advisors
Georgia
$246K +$208K +1,436 +568%
IAA
583
Independent Advisor Alliance
North Carolina
$246K -$10.7K -74 -4%
MWA
584
Meridian Wealth Advisors
Texas
$244K -$68.8K -474 -22%
CFA
585
Cahill Financial Advisors
Minnesota
$243K -$19K -131 -7%
3LCM
586
3D/L Capital Management
Connecticut
$242K +$240K +1,657 New
EWA
587
EverSource Wealth Advisors
Alabama
$242K +$230K +1,585 +2,232%
LWAC
588
Laurel Wealth Advisors (California)
California
$241K +$239K +1,649 New
NDSI
589
Newman Dignan & Sheerar Inc
Rhode Island
$239K +$1.45K +10 +0.6%
PCA
590
Personal Capital Advisors
California
$238K -$128K -885 -35%
OBWG
591
Onyx Bridge Wealth Group
New York
$237K -$98.5K -679 -29%
BL
592
Balentine LLC
Georgia
$237K -$653K -4,500 -74%
KWM
593
Kingsview Wealth Management
Oregon
$235K – – –
MGIA
594
Moneta Group Investment Advisors
Missouri
$235K +$235K +1,617 New
HIF
595
Hill Island Financial
Michigan
$234K +$725 +5 +0.3%
PIA
596
Perennial Investment Advisors
California
$233K +$231K +1,595 New
ACI
597
Alpha Cubed Investments
California
$232K – – –
FCH
598
Freestone Capital Holdings
Washington
$230K +$229K +1,577 New
SC
599
Stephens Consulting
Michigan
$230K -$135K -932 -37%
OAM
600
Occidental Asset Management
California
$227K -$34.8K -240 -13%
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