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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
601
Disciplined Investments
Oklahoma
$13.1K – – –
CIR
602
Clear Investment Research
Georgia
$12.6K – – –
IGWM
603
ICA Group Wealth Management
Colorado
$12.1K -$2.67K -19 -18%
HDIM
604
Hanson & Doremus Investment Management
Vermont
$12K – – –
2L
605
25 LLC
Missouri
$11.9K – – –
RFA
606
Register Financial Advisors
Georgia
$11.5K – – –
CFS
607
CGC Financial Services
Oregon
$11.5K +$11.2K +80 New
EWM
608
EPG Wealth Management
Georgia
$11.1K – – –
CCA
609
Column Capital Advisors
Indiana
$10.7K – – –
GIA
610
GHP Investment Advisors
Colorado
$10.5K – – –
CAM
611
Chesapeake Asset Management
New York
$10.4K +$6.75K +48 +200%
VWM
612
Venturi Wealth Management
Texas
$9.23K -$5.2K -37 -37%
MHR
613
Matthew Hamilton Rosenberg
$8.65K – – –
TAM
614
Townsend Asset Management
North Carolina
$7.42K -$19K -135 -73%
OLVIG
615
Oliver Lagore Vanvalin Investment Group
Michigan
$7.36K +$4.36K +31 +155%
WBC
616
West Branch Capital
Massachusetts
$7.07K – – –
AWM
617
Atticus Wealth Management
Florida
$6.08K -$1.97K -14 -25%
CHA
618
Carmichael Hill & Associates
Maryland
$6.06K – – –
JWA
619
JFS Wealth Advisors
Pennsylvania
$5.48K – – –
DJSG
620
D.J. St. Germain
Massachusetts
$5.05K +$4.92K +35 New
FRA
621
Front Row Advisors
California
$5K – – –
SC
622
Solstein Capital
California
$4.76K – – –
FCA
623
FinTrust Capital Advisors
South Carolina
$4.52K – – –
ASBI
624
American State Bank (Iowa)
Iowa
$4.18K – – –
RCM
625
Raleigh Capital Management
North Carolina
$4.04K -$49.8K -354 -93%
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25
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