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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
626
Centric Wealth Management
Illinois
$530K +$1.51K +6 +0.3%
NL
627
NWAM LLC
Washington
$530K +$46.4K +185 +10%
FMWA
628
Forvis Mazars Wealth Advisors
Missouri
$529K – – –
HFA
629
Hershey Financial Advisers
Pennsylvania
$529K +$531K +2,114 New
4PL
630
46 Peaks LLC
Pennsylvania
$527K +$528K +2,105 New
FBT
631
First Bank & Trust
South Dakota
$525K – – –
DAS
632
Dynamic Advisor Solutions
Arizona
$523K +$502 +2 +0.1%
OPWM
633
Oxinas Partners Wealth Management
Indiana
$520K -$22.3K -89 -4%
MGIA
634
Moneta Group Investment Advisors
Missouri
$519K +$33.1K +132 +7%
RI
635
Rinkey Investments
California
$517K – – –
LT
636
Legacy Trust
Michigan
$516K – – –
FWM
637
Fingerlakes Wealth Management
New York
$509K -$5.27K -21 -1%
OL
638
Owen LaRue
Kentucky
$508K +$4.52K +18 +0.9%
OBWP
639
O'Brien Wealth Partners
Massachusetts
$501K +$502K +2,000 New
SWM
640
SeaCrest Wealth Management
New York
$496K +$8.54K +34 +2%
BOPW
641
Brandywine Oak Private Wealth
Pennsylvania
$494K – – –
NMG
642
New Millennium Group
Utah
$489K -$8.29K -33 -2%
SPI
643
Santori & Peters Inc
Pennsylvania
$488K +$251 +1 +0.1%
AA
644
Advisory Alpha
Michigan
$487K +$140K +558 +40%
EP
645
Edgestream Partners
New Jersey
$485K -$41.4K -165 -8%
CA
646
Continuum Advisory
Idaho
$483K +$117K +465 +32%
LSL
647
Legacy Solutions LLC
Pennsylvania
$481K – – –
IWS
648
Integrity Wealth Solutions
Colorado
$478K +$22.1K +88 +5%
AFP
649
Ausdal Financial Partners
Iowa
$477K -$719K -2,863 -60%
CFG
650
Cornerstone Financial Group
Nebraska
$477K +$1.51K +6 +0.3%
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