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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
CoreCap Advisors
Michigan
$46.1K -$14.9K -77 -25%
WSC
627
Wellington Shields & Co
New York
$45K – – –
CPA
628
Capital Performance Advisors
California
$43.4K +$41.4K +214 New
WOSD
629
WFA of San Diego
California
$42.6K -$387 -2 -0.9%
EW
630
Element Wealth
Mississippi
$40.9K – – –
NB
631
NBT Bank
New York
$40.3K – – –
AWM
632
Aspire Wealth Management
Massachusetts
$40K -$194 -1 -0.5%
FCT
633
Family Capital Trust
Massachusetts
$37.1K – – –
HNB
634
Huntington National Bank
Ohio
$35.3K – – –
HPC
635
HM Payson & Co
Maine
$34.7K – – –
GI
636
GAMMA Investing
California
$34.7K +$2.71K +14 +9%
ICM
637
Islay Capital Management
Texas
$34.5K – – –
FDCP
638
Foster Dykema Cabot & Partners
Massachusetts
$33.9K – – –
S
639
SignatureFD
Georgia
$33.5K +$30K +155 +1,550%
NP
640
NorthRock Partners
Minnesota
$32.1K -$968 -5 -3%
AF
641
Advisornet Financial
Minnesota
$29.1K – – –
AWM
642
Abound Wealth Management
Tennessee
$27.8K – – –
NCM
643
Northwest Capital Management
Oregon
$27.8K – – –
AWA
644
Authentikos Wealth Advisory
California
$27.4K +$26.1K +135 New
AT
645
Arlington Trust
Alabama
$26.6K – – –
OA
646
Operose Advisors
Wisconsin
$25.8K +$24.6K +127 New
PMFA
647
Plante Moran Financial Advisors
Michigan
$25.6K – – –
FFO
648
Fortitude Family Office
Arizona
$24.7K +$21.9K +113 +1,256%
PAG
649
Paladin Advisory Group
Iowa
$24.7K +$23.6K +122 New
FWA
650
FSC Wealth Advisors
New York
$21.8K – – –
24 25
26
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