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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
Activest Wealth Management
Florida
$859K – – –
NS
627
Northland Securities
Minnesota
$856K +$156K +522 +26%
SAW
628
Signal Advisors Wealth
Michigan
$855K -$98.2K -329 -12%
FFS
629
Founders Financial Securities
Maryland
$852K +$741K +2,484 New
VFG
630
V2 Financial group
Illinois
$836K -$14.9K -50 -2%
JAA
631
Joel Adams & Associates
North Carolina
$836K -$31.3K -105 -4%
KFGG
632
Keystone Financial Group (Georgia)
Georgia
$832K +$597 +2 +0.1%
TIA
633
TCFG Investment Advisors
California
$823K -$85.9K -288 -11%
VFO
634
Virtus Family Office
Texas
$819K +$159K +533 +29%
HIA
635
Harbor Investment Advisory
Maryland
$818K +$658K +2,204 +1,204%
CL
636
COWA LLC
Oklahoma
$818K -$19.1K -64 -3%
FWM
637
Fingerlakes Wealth Management
New York
$815K +$31K +104 +5%
HI
638
Horizon Investments
North Carolina
$811K +$704K +2,359 +39,317%
SP
639
Stonebrook Private
Michigan
$810K +$386K +1,293 +121%
IG
640
IFS Group
Pennsylvania
$807K +$73.7K +247 +12%
HWM
641
Horizon Wealth Management
Illinois
$803K -$10.1K -34 -1%
WFS
642
WealthGarden F.S.
California
$803K +$699K +2,341 New
BLWM
643
Bucket List Wealth Management
Florida
$802K +$181K +605 +35%
AFW
644
Avantra Family Wealth
Pennsylvania
$792K +$177K +592 +34%
CCC
645
Compass Capital Corp
Massachusetts
$791K – – –
JMBA
646
J. M. Brown & Associates
Oklahoma
$789K +$687K +2,302 New
FPW
647
Fairvoy Private Wealth
Alabama
$788K -$11.6K -39 -2%
SWAG
648
Spectrum Wealth Advisory Group
California
$779K -$23.3K -78 -3%
EI
649
Ethic Inc
New York
$776K -$114K -383 -14%
LIA
650
LS Investment Advisors
Michigan
$775K +$4.48K +15 +0.7%
24 25
26
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