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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
576
GeoWealth Management
Illinois
$29K -$18.6K -132 -39%
RIA
577
Realta Investment Advisors
Delaware
$28.5K +$27.8K +198 New
WOSD
578
WFA of San Diego
California
$28.1K +$27.4K +195 New
BAAM
579
Baker Avenue Asset Management
California
$27.4K -$104K -737 -80%
OP
580
ORG Partners
Indiana
$27.2K +$26K +185 New
HWA
581
HHM Wealth Advisors
Tennessee
$24.7K -$2.67K -19 -10%
WAM
582
WFA Asset Management
Wisconsin
$24.7K +$24K +171 New
EW
583
Element Wealth
Mississippi
$23.4K +$10.4K +74 +84%
BWA
584
BDO Wealth Advisors
Florida
$23.1K – – –
PPWM
585
PFG Private Wealth Management
Florida
$22.4K – – –
FHA
586
First Horizon Advisors
Tennessee
$20.3K -$274K -1,947 -93%
MCM
587
McMillion Capital Management
North Carolina
$20.2K +$19.7K +140 New
BHWM
588
Beaird Harris Wealth Management
Texas
$19.9K – – –
AWM
589
Abound Wealth Management
Tennessee
$19.8K – – –
AP
590
Arlington Partners
Alabama
$18.9K – – –
CWC
591
Carolinas Wealth Consulting
North Carolina
$18.8K -$7.45K -53 -29%
EWA
592
EverSource Wealth Advisors
Alabama
$18.8K -$844 -6 -4%
AWM
593
Aspire Wealth Management
Massachusetts
$17.7K -$5.76K -41 -25%
SIS
594
Sound Income Strategies
Florida
$17K +$7.31K +52 +79%
ADL
595
Asset Dedication LLC
California
$16K – – –
SMA
596
Sage Mountain Advisors
Georgia
$15.3K – – –
SVCP
597
Silicon Valley Capital Partners
California
$15.1K – – –
SSB
598
Sandy Spring Bank
Maryland
$14.4K – – –
AWM
599
AllSquare Wealth Management
New York
$14.2K – – –
TCA
600
Trifecta Capital Advisors
Illinois
$13.8K – – –
22 23
24
25 26