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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
626
Cape Investment Advisory
Georgia
$24.2K -$24.4K -140 -52%
PMFA
627
Plante Moran Financial Advisors
Michigan
$23.7K +$22K +126 New
RIA
628
Realta Investment Advisors
Delaware
$23.4K +$21.8K +125 New
CPG
629
Cornerstone Planning Group
New Jersey
$22.5K -$34.6K -198 -61%
CIM
630
Contravisory Investment Management
Massachusetts
$21.9K – – –
CA
631
Crewe Advisors
Utah
$21.5K – – –
JWA
632
JFS Wealth Advisors
Pennsylvania
$21K -$1.22K -7 -6%
FWA
633
FSC Wealth Advisors
New York
$20.1K -$6.11K -35 -25%
AWM
634
AllSquare Wealth Management
New York
$19.5K – – –
LFA
635
LGT Financial Advisors
Texas
$18.9K – – –
VWWMG
636
Vermillion & White Wealth Management Group
Pennsylvania
$16.3K – – –
CIR
637
Clear Investment Research
Georgia
$16.3K – – –
EWM
638
EPG Wealth Management
Georgia
$16.3K +$1.75K +10 +13%
PPWM
639
PFG Private Wealth Management
Florida
$15.4K – – –
RFA
640
Register Financial Advisors
Georgia
$15K – – –
CWP
641
Concord Wealth Partners
Virginia
$12.4K -$52.9K -303 -82%
SMA
642
Sage Mountain Advisors
Georgia
$12.4K +$8.38K +48 +267%
GI
643
Gradient Investments
Minnesota
$11.7K -$175 -1 -2%
EWA
644
EverSource Wealth Advisors
Alabama
$11.6K -$10.6K -61 -48%
MHR
645
Matthew Hamilton Rosenberg
$11.3K – – –
CFS
646
CGC Financial Services
Oregon
$11.2K -$2.44K -14 -19%
EWA
647
Elevate Wealth Advisory
Georgia
$11.2K – – –
FHA
648
First Horizon Advisors
Tennessee
$10.7K -$14.7K -84 -60%
WIA
649
Wetzel Investment Advisors
Indiana
$10.2K – – –
VWM
650
Venturi Wealth Management
Texas
$9.93K – – –
24 25
26
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