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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
626
MTM Investment Management
South Carolina
$865K – – –
AB
627
Atlas Brown
Kentucky
$863K -$9.25K -31 -1%
AWM
628
Activest Wealth Management
Florida
$859K – – –
NS
629
Northland Securities
Minnesota
$856K +$156K +522 +26%
SAW
630
Signal Advisors Wealth
Michigan
$855K -$98.2K -329 -12%
FFS
631
Founders Financial Securities
Maryland
$852K +$741K +2,484 New
VFG
632
V2 Financial group
Illinois
$836K -$14.9K -50 -2%
JAA
633
Joel Adams & Associates
North Carolina
$836K -$31.3K -105 -4%
KFGG
634
Keystone Financial Group (Georgia)
Georgia
$832K +$597 +2 +0.1%
TIA
635
TCFG Investment Advisors
California
$823K -$85.9K -288 -11%
VFO
636
Virtus Family Office
Texas
$819K +$159K +533 +29%
HIA
637
Harbor Investment Advisory
Maryland
$818K +$658K +2,204 +1,204%
CL
638
COWA LLC
Oklahoma
$818K -$19.1K -64 -3%
FWM
639
Fingerlakes Wealth Management
New York
$815K +$31K +104 +5%
HI
640
Horizon Investments
North Carolina
$811K +$704K +2,359 +39,317%
SP
641
Stonebrook Private
Michigan
$810K +$386K +1,293 +121%
IG
642
IFS Group
Pennsylvania
$807K +$73.7K +247 +12%
HWM
643
Horizon Wealth Management
Illinois
$803K -$10.1K -34 -1%
WFS
644
WealthGarden F.S.
California
$803K +$699K +2,341 New
BLWM
645
Bucket List Wealth Management
Florida
$802K +$181K +605 +35%
AFW
646
Avantra Family Wealth
Pennsylvania
$792K +$177K +592 +34%
CCC
647
Compass Capital Corp
Massachusetts
$791K – – –
JMBA
648
J. M. Brown & Associates
Oklahoma
$789K +$687K +2,302 New
FPW
649
Fairvoy Private Wealth
Alabama
$788K -$11.6K -39 -2%
SWAG
650
Spectrum Wealth Advisory Group
California
$779K -$23.3K -78 -3%
24 25
26
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