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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
601
Elevate Wealth Advisory
Georgia
$9.41K +$8.81K +60 New
WIA
602
Wetzel Investment Advisors
Indiana
$9K +$8.37K +57 New
VWM
603
Venturi Wealth Management
Texas
$8.32K – – –
TAM
604
Townsend Asset Management
North Carolina
$8.11K +$147 +1 +2%
NP
605
NorthRock Partners
Minnesota
$7.84K +$7.34K +50 New
SWC
606
Spectrum Wealth Counsel
Indiana
$7.06K +$6.61K +45 New
FFO
607
Fortitude Family Office
Arizona
$7.06K +$6.61K +45 New
CHA
608
Carmichael Hill & Associates
Maryland
$6.59K – – –
CAM
609
Chesapeake Asset Management
New York
$6.59K -$4.4K -30 -42%
DJSG
610
D.J. St. Germain
Massachusetts
$5.49K – – –
RIM
611
Rockbridge Investment Management
New York
$5.18K +$4.84K +33 New
WTG
612
West Tower Group
Virginia
$5.02K +$4.7K +32 New
ASBI
613
American State Bank (Iowa)
Iowa
$4.55K – – –
OP
614
ORG Partners
Indiana
$4.43K +$1.32K +9 +56%
RCM
615
Raleigh Capital Management
North Carolina
$4.4K – – –
NSG
616
Nalls Sherbakoff Group
Tennessee
$4.14K – – –
AIC
617
Archer Investment Corporation
Indiana
$3.92K – – –
SS
618
Sunbelt Securities
Texas
$3.92K – – –
JHCP
619
Jackson Hole Capital Partners
Oklahoma
$3.29K – – –
BBPWM
620
Blue Bell Private Wealth Management
Pennsylvania
$2.98K – – –
SMA
621
Sage Mountain Advisors
Georgia
$2.82K – – –
OLVIG
622
Oliver Lagore Vanvalin Investment Group
Michigan
$2.51K – – –
DFA
623
DHJJ Financial Advisors
Illinois
$2.47K – – –
AA
624
Ancora Advisors
Ohio
$2.35K – – –
SIC
625
Salem Investment Counselors
North Carolina
$2.2K – – –
23 24
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