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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
576
Waterloo Capital
Texas
$629K -$165K -656 -20%
JFGIW
577
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$629K -$754 -3 -0.1%
LFAS
578
Level Four Advisory Services
Texas
$624K -$14.1K -56 -2%
SVWAG
579
Sound View Wealth Advisors Group
Georgia
$617K +$34.9K +139 +6%
CWP
580
Cyndeo Wealth Partners
Florida
$613K – – –
CFD
581
Creative Financial Designs
Indiana
$612K -$251K -998 -28%
AB
582
Atlas Brown
Kentucky
$612K +$37.2K +148 +6%
JAA
583
Joel Adams & Associates
North Carolina
$611K -$79.9K -318 -11%
CBU
584
CIBC Bancorp USA
Illinois
$608K +$637K +2,534 New
MIM
585
MTM Investment Management
South Carolina
$605K – – –
WWM
586
Walser Wealth Management
Florida
$603K -$355K -1,412 -36%
AWM
587
Activest Wealth Management
Florida
$601K -$1.1M -4,390 -64%
PCMH
588
Polymer Capital Management (HK)
Hong Kong
$600K +$628K +2,500 New
FMWA
589
Forvis Mazars Wealth Advisors
Missouri
$599K +$96.2K +383 +18%
VFG
590
V2 Financial group
Illinois
$597K -$5.03K -20 -0.8%
KA
591
Kovack Advisors
Florida
$589K -$83.2K -331 -12%
CL
592
COWA LLC
Oklahoma
$588K +$615K +2,449 New
CWM
593
Centric Wealth Management
Illinois
$584K +$503 +2 +0.1%
ECA
594
Elevated Capital Advisors
Utah
$583K -$7.04K -28 -1%
KFGG
595
Keystone Financial Group (Georgia)
Georgia
$582K -$9.55K -38 -2%
BJF
596
Blue Jean Financial
New York
$581K +$140K +557 +30%
DWM
597
Dakota Wealth Management
Florida
$579K -$161K -640 -21%
JSL
598
JT Stratford LLC
Georgia
$571K +$11.1K +44 +2%
HWM
599
Horizon Wealth Management
Illinois
$570K +$597K +2,376 New
MCC
600
Money Concepts Capital
Florida
$570K -$3.09M -12,313 -84%
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