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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
576
Onyx Bridge Wealth Group
New York
$564K +$202K +824 +60%
SP
577
Stonebrook Private
Michigan
$563K +$276K +1,126 +105%
OPWM
578
Oxinas Partners Wealth Management
Indiana
$556K -$36.2K -148 -6%
LSIA
579
LaSalle St. Investment Advisors
Illinois
$554K +$273K +1,113 +106%
JFG
580
Jefferies Financial Group
New York
$549K +$71.3K +291 +16%
HAS
581
HBW Advisory Services
California
$547K -$27.7K -113 -5%
FMWA
582
Forvis Mazars Wealth Advisors
Missouri
$542K -$27.7K -113 -5%
EP
583
Edgestream Partners
New Jersey
$539K +$284K +1,159 +123%
FBT
584
First Bank & Trust
South Dakota
$538K – – –
DAS
585
Dynamic Advisor Solutions
Arizona
$535K +$37.2K +152 +8%
RI
586
Rinkey Investments
California
$530K +$506K +2,067 New
LT
587
Legacy Trust
Michigan
$528K +$504K +2,060 New
FWM
588
Fingerlakes Wealth Management
New York
$527K -$2.94K -12 -0.6%
TWCA
589
Two West Capital Advisors
Kansas
$526K +$12K +49 +2%
MW
590
Maia Wealth
Colorado
$521K -$132K -541 -21%
CWM
591
Centric Wealth Management
Illinois
$520K +$980 +4 +0.2%
WLIM
592
White Lighthouse Investment Management
Massachusetts
$519K – – –
OL
593
Owen LaRue
Kentucky
$516K +$12.7K +52 +3%
LSA
594
Lion Street Advisors
Texas
$510K -$206K -843 -24%
NMG
595
New Millennium Group
Utah
$510K -$45.3K -185 -9%
CFG
596
Cooper Financial Group
California
$507K -$22.8K -93 -4%
BOPW
597
Brandywine Oak Private Wealth
Pennsylvania
$506K – – –
AWE
598
Avidian Wealth Enterprises
Texas
$500K +$166K +678 +53%
SPI
599
Santori & Peters Inc
Pennsylvania
$500K – – –
MGIA
600
Moneta Group Investment Advisors
Missouri
$498K +$59.5K +243 +14%
22 23
24
25 26