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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
651
Aspire Growth Partners
Florida
$760K -$4.18K -14 -0.6%
EF
652
Empowered Funds
Pennsylvania
$759K -$203K -680 -24%
CIM
653
Cambria Investment Management
California
$759K -$5.37K -18 -0.8%
AWMNH
654
Arcadia Wealth Management (New Hampshire)
New Hampshire
$758K +$95.5K +320 +17%
MCFP
655
Mallini Complete Financial Planning
Florida
$758K – – –
AWM
656
Axxcess Wealth Management
California
$758K -$548K -1,835 -45%
IA
657
Integrity Alliance
Iowa
$747K +$5.97K +20 +0.9%
SWP
658
Semus Wealth Partners
Florida
$734K -$60.6K -203 -9%
BJL
659
Brighton Jones LLC
Washington
$732K +$41.5K +139 +7%
CAM
660
Clark Asset Management
New Hampshire
$729K +$186K +624 +42%
IWN
661
Independent Wealth Network
Iowa
$727K -$4.18K -14 -0.7%
DAS
662
Dynamic Advisor Solutions
Arizona
$726K +$2.98K +10 +0.5%
HAS
663
HBW Advisory Services
California
$721K +$2.39K +8 +0.4%
QCM
664
QRG Capital Management
Illinois
$716K +$226K +758 +57%
FBT
665
First Bank & Trust
South Dakota
$713K – – –
OPWM
666
Oxinas Partners Wealth Management
Indiana
$711K -$1.19K -4 -0.2%
HI
667
Hyundai Investments
South Korea
$710K -$1.4M -4,675 -69%
DWA
668
Delos Wealth Advisors
Texas
$709K – – –
CSF
669
Capital Squared Financial
Maryland
$709K +$79.1K +265 +15%
AC
670
Aristides Capital
Kentucky
$708K +$616K +2,064 New
VR
671
Vision Retirement
New Jersey
$706K +$67.4K +226 +12%
LT
672
Legacy Trust
Michigan
$706K – – –
RI
673
Rinkey Investments
California
$705K – – –
OL
674
Owen LaRue
Kentucky
$700K +$3.88K +13 +0.6%
NWP
675
Noble Wealth Partners
Colorado
$695K +$605K +2,028 New
25 26
27
28 29