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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
626
Concorde Asset Management
Michigan
$503K -$10.8K -43 -2%
HAS
627
HBW Advisory Services
California
$503K -$11.3K -45 -2%
MFWP
628
Mosaic Family Wealth Partners
Missouri
$501K -$102K -404 -16%
FBT
629
First Bank & Trust
South Dakota
$499K -$5.03K -20 -1%
OPWM
630
Oxinas Partners Wealth Management
Indiana
$499K – – –
DWA
631
Delos Wealth Advisors
Texas
$496K +$520K +2,068 New
LT
632
Legacy Trust
Michigan
$494K – – –
RI
633
Rinkey Investments
California
$493K -$3.02K -12 -0.6%
OL
634
Owen LaRue
Kentucky
$487K – – –
CCA
635
Cadent Capital Advisors
Oklahoma
$486K +$509K +2,025 New
SWM
636
SeaCrest Wealth Management
New York
$483K +$19.6K +78 +4%
BJL
637
Brighton Jones LLC
Washington
$479K +$501K +1,995 New
WF
638
WealthPoint Financial
North Carolina
$479K +$35.4K +141 +8%
KFP
639
Kerr Financial Planning
California
$474K -$6.53K -26 -1%
BOPW
640
Brandywine Oak Private Wealth
Pennsylvania
$474K – – –
NS
641
Northland Securities
Minnesota
$474K +$93K +370 +23%
HSA
642
HBK Sorce Advisory
Pennsylvania
$473K – – –
MGIA
643
Moneta Group Investment Advisors
Missouri
$468K -$30.7K -122 -6%
SOS
644
Silver Oak Securities
Tennessee
$465K -$141K -561 -22%
SS
645
Sunbelt Securities
Texas
$464K +$285K +1,136 +143%
LSL
646
Legacy Solutions LLC
Pennsylvania
$461K – – –
SPI
647
Santori & Peters Inc
Pennsylvania
$461K -$7.54K -30 -2%
IAS
648
Integrity Advisory Solutions
Texas
$460K +$69.9K +278 +17%
VAG
649
VisionPoint Advisory Group
Texas
$457K +$199K +790 +71%
MW
650
Maia Wealth
Colorado
$457K -$81.2K -323 -14%
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