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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
626
Beaird Harris Wealth Management
Texas
$19.2K – – –
AWM
627
Abound Wealth Management
Tennessee
$19.1K +$9.17K +65 +90%
EWA
628
EverSource Wealth Advisors
Alabama
$18.9K -$214K -1,520 -92%
GBT
629
Grove Bank & Trust
Florida
$18.5K +$18.8K +133 New
AP
630
Arlington Partners
Alabama
$18.2K – – –
ADL
631
Asset Dedication LLC
California
$15K – – –
SMA
632
Sage Mountain Advisors
Georgia
$14.7K -$223K -1,583 -94%
SIC
633
Salem Investment Counselors
North Carolina
$14.6K +$4.23K +30 +40%
SVCP
634
Silicon Valley Capital Partners
California
$14.5K +$141 +1 +1%
AWM
635
AllSquare Wealth Management
New York
$14.5K +$564 +4 +4%
IGWM
636
ICA Group Wealth Management
Colorado
$14.3K -$99.6K -706 -87%
VWM
637
Venturi Wealth Management
Texas
$14K -$684K -4,846 -98%
SSB
638
Sandy Spring Bank
Maryland
$13.9K – – –
BHWM
639
Bay Harbor Wealth Management
Maryland
$13.6K -$1.04M -7,358 -99%
TCA
640
Trifecta Capital Advisors
Illinois
$13.3K – – –
POIA
641
Pin Oak Investment Advisors
Texas
$13K +$13.5K +96 New
DI
642
Disciplined Investments
Oklahoma
$12.7K -$5.64K -40 -31%
EW
643
Element Wealth
Mississippi
$12.3K – – –
CIR
644
Clear Investment Research
Georgia
$12.1K – – –
TCWA
645
Ten Capital Wealth Advisors
Washington
$12.1K – – –
2L
646
25 LLC
Missouri
$11.5K +$11.6K +82 New
RFA
647
Register Financial Advisors
Georgia
$11.1K – – –
HDIM
648
Hanson & Doremus Investment Management
Vermont
$11K – – –
S
649
SignatureFD
Georgia
$10.8K – – –
EWM
650
EPG Wealth Management
Georgia
$10.7K +$847 +6 +8%
24 25
26
27 28