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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
651
Ethic Inc
New York
$776K -$114K -383 -14%
LIA
652
LS Investment Advisors
Michigan
$775K +$4.48K +15 +0.7%
AGP
653
Aspire Growth Partners
Florida
$760K -$4.18K -14 -0.6%
EF
654
Empowered Funds
Pennsylvania
$759K -$203K -680 -24%
CIM
655
Cambria Investment Management
California
$759K -$5.37K -18 -0.8%
AWMNH
656
Arcadia Wealth Management (New Hampshire)
New Hampshire
$758K +$95.5K +320 +17%
MCFP
657
Mallini Complete Financial Planning
Florida
$758K – – –
AWM
658
Axxcess Wealth Management
California
$758K -$548K -1,835 -45%
IA
659
Integrity Alliance
Iowa
$747K +$5.97K +20 +0.9%
SWP
660
Semus Wealth Partners
Florida
$734K -$60.6K -203 -9%
BJL
661
Brighton Jones LLC
Washington
$732K +$41.5K +139 +7%
CAM
662
Clark Asset Management
New Hampshire
$729K +$186K +624 +42%
IWN
663
Independent Wealth Network
Iowa
$727K -$4.18K -14 -0.7%
DAS
664
Dynamic Advisor Solutions
Arizona
$726K +$2.98K +10 +0.5%
HAS
665
HBW Advisory Services
California
$721K +$2.39K +8 +0.4%
QCM
666
QRG Capital Management
Illinois
$716K +$226K +758 +57%
FBT
667
First Bank & Trust
South Dakota
$713K – – –
OPWM
668
Oxinas Partners Wealth Management
Indiana
$711K -$1.19K -4 -0.2%
HI
669
Hyundai Investments
South Korea
$710K -$1.4M -4,675 -69%
DWA
670
Delos Wealth Advisors
Texas
$709K – – –
CSF
671
Capital Squared Financial
Maryland
$709K +$79.1K +265 +15%
AC
672
Aristides Capital
Kentucky
$708K +$616K +2,064 New
VR
673
Vision Retirement
New Jersey
$706K +$67.4K +226 +12%
LT
674
Legacy Trust
Michigan
$706K – – –
RI
675
Rinkey Investments
California
$705K – – –
25 26
27
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