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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
601
Ellevest Inc
New York
$140K +$136K +805 New
AWM
602
Avior Wealth Management
Nebraska
$132K +$8.13K +48 +7%
TI
603
tru Independence
Oregon
$130K +$127K +752 New
HFM
604
Hartford Financial Management
Connecticut
$125K – – –
JWM
605
Janiczek Wealth Management
Colorado
$124K – – –
PAI
606
Pittenger & Anderson Inc
Nebraska
$117K – – –
MIFH
607
Migdal Insurance & Financial Holdings
Israel
$97K -$1.61M -9,492 -94%
FFA
608
Founders Financial Alliance
North Carolina
$96K +$4.74K +28 +5%
COCM
609
Charter Oak Capital Management
New Hampshire
$94K – – –
FA
610
Faithward Advisors
Pennsylvania
$94K +$91.8K +542 New
BWL
611
Bogart Wealth LLC
Virginia
$87K – – –
SSB
612
Sandy Spring Bank
Maryland
$85K -$10.2K -60 -11%
AW
613
Avion Wealth
Texas
$84K -$50.8K -300 -38%
ACA
614
Aptus Capital Advisors
Alabama
$80K +$14.7K +87 +23%
TCOV
615
Trust Company of Vermont
Vermont
$78K -$27.9K -165 -27%
EWM
616
Endurance Wealth Management
Rhode Island
$77K – – –
KTC
617
Kistler-Tiffany Companies
Pennsylvania
$76K – – –
CG
618
Cutler Group
California
$69K -$1.03M -6,100 -94%
PWS
619
Paragon Wealth Strategies
Florida
$67K +$65.7K +388 New
GEA
620
Glen Eagle Advisors
New Jersey
$66.4K +$64.9K +383 New
EBSAM
621
Eubel Brady & Suttman Asset Management
Ohio
$64K +$67.1K +396 New
TAM
622
Townsend Asset Management
North Carolina
$63K – – –
BC
623
Barnett & Company
Tennessee
$59K – – –
SNT
624
Security National Trust
West Virginia
$52K – – –
DWMG
625
DB Wealth Management Group
California
$51K -$33.5K -198 -40%
23 24
25
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