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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
601
Westside Investment Management
California
$48.1K +$5.64K +40 +13%
HCP
602
Hexagon Capital Partners
Arkansas
$48K -$7.62K -54 -14%
GM
603
GeoWealth Management
Illinois
$47K +$16.1K +114 +51%
CAL
604
Capital Analysts LLC
Pennsylvania
$44K -$315K -2,230 -88%
YDMI
605
Y.D. More Investments
Israel
$43.9K – – –
DWMG
606
DB Wealth Management Group
California
$41.8K +$282 +2 +0.7%
BSB
607
Bangor Savings Bank
Maine
$41.7K – – –
CIA
608
Cascade Investment Advisors
Oregon
$39.6K +$40.2K +285 New
GFPC
609
Global Financial Private Client
Florida
$38.7K -$12.8K -91 -25%
FCA
610
Fortis Capital Advisors
Kansas
$37.7K +$11.9K +84 +45%
AF
611
Advisornet Financial
Minnesota
$36.5K -$747K -5,294 -95%
BWM
612
Baystate Wealth Management
Massachusetts
$34.4K -$877K -6,214 -96%
TFA
613
Transamerica Financial Advisors
Florida
$33K – – –
AWM
614
Avior Wealth Management
Nebraska
$32.5K -$3.92M -27,798 -99%
FWA
615
FSC Wealth Advisors
New York
$31.8K – – –
SIS
616
Strategic Investment Solutions
Illinois
$31.2K +$31.7K +225 New
PCMC
617
Private Capital Management (Colorado)
Colorado
$30.4K +$30.9K +219 New
KC
618
Kenfarb & Co
Kentucky
$28.1K – – –
HWA
619
HHM Wealth Advisors
Tennessee
$26.4K +$24.1K +171 +900%
TF
620
TimeScale Financial
Massachusetts
$26.1K +$26.5K +188 New
TAM
621
Townsend Asset Management
North Carolina
$25.9K -$8.89K -63 -25%
CWC
622
Carolinas Wealth Consulting
North Carolina
$25.5K -$27.5K -195 -51%
AWM
623
Aspire Wealth Management
Massachusetts
$22.9K -$103K -730 -82%
BWA
624
BDO Wealth Advisors
Florida
$22.2K – – –
PPWM
625
PFG Private Wealth Management
Florida
$21.6K +$8.61K +61 +65%
23 24
25
26 27