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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
601
IndexIQ Advisors
New York
$25K -$887K -4,990 -97%
CCM
602
Cribstone Capital Management
Maine
$25K -$17.8K -100 -42%
CA
603
Clearstead Advisors
Ohio
$24K +$24.3K +137 New
CFN
604
Cordasco Financial Network
Florida
$23K – – –
JFA
605
JNBA Financial Advisors
Minnesota
$23K – – –
VRM
606
Vectors Research Management
New York
$23K – – –
DTIM
607
Danda Trouve Investment Management
Kansas
$22K -$6.22K -35 -21%
CHA
608
Carmichael Hill & Associates
Maryland
$22K +$7.64K +43 +52%
CCM
609
Covington Capital Management
California
$22K +$22.7K +128 New
CT
610
Caldwell Trust
Florida
$21.4K – – –
RCA
611
Ranch Capital Advisors
Florida
$20K – – –
HA
612
Herold Advisors
New York
$20K +$20.4K +115 New
FEG
613
Financial Enhancement Group
Indiana
$19K -$1.07K -6 -5%
SFPG
614
Stonebridge Financial Planning Group
Florida
$19K – – –
LFG
615
Larson Financial Group
Missouri
$19K +$19.5K +110 New
AWM
616
AllSquare Wealth Management
New York
$18K – – –
MPWT
617
MassMutual Private Wealth & Trust
Connecticut
$16K – – –
CIR
618
Clear Investment Research
Georgia
$15K – – –
MHR
619
Matthew Hamilton Rosenberg
$15K +$4.62K +26 +43%
CC
620
Corsicana & Co
Texas
$14K – – –
CCA
621
Column Capital Advisors
Indiana
$13K – – –
SIC
622
Salem Investment Counselors
North Carolina
$13K – – –
KIG
623
Kowal Investment Group
Wisconsin
$13K +$12.6K +71 New
EWM
624
EPG Wealth Management
Georgia
$12K +$12.6K +71 New
PO
625
Private Ocean
California
$11K – – –
23 24
25
26 27