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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
651
Park Avenue Securities
New York
– -$640K -3,802 Closed
TSS
652
Two Sigma Securities
New York
– -$530K -3,147 Closed
SF
653
Symphony Financial
Texas
– -$446K -2,967 Closed
BCP
654
Blackhawk Capital Partners
Wisconsin
– -$492K -2,923 Closed
BC
655
Bowman & Company
Wisconsin
– -$487K -2,892 Closed
AR
656
Apeiron RIA
Texas
– -$457K -2,770 Closed
AWA
657
Acorn Wealth Advisors
Michigan
– -$404K -2,399 Closed
LWM
658
Liberty Wealth Management
California
– -$375K -2,230 Closed
AWA
659
Arkadios Wealth Advisors
Georgia
– -$356K -2,114 Closed
PJSIMP
660
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$309K -2,100 Closed
HA
661
HYA Advisors
Missouri
– -$349K -2,073 Closed
PCM
662
Poehling Capital Management
Wisconsin
– -$346K -2,054 Closed
BFG
663
Barber Financial Group
Kansas
– -$344K -2,043 Closed
RWM
664
Rockwood Wealth Management
Pennsylvania
– -$332K -1,972 Closed
MWM
665
Maripau Wealth Management
Indiana
– -$305K -1,971 Closed
MPW
666
MA Private Wealth
California
– -$324K -1,926 Closed
PG
667
Prostatis Group
Maryland
– -$312K -1,855 Closed
FCH
668
Freestone Capital Holdings
Washington
– -$308K -1,833 Closed
VWM
669
Vigilare Wealth Management
Arizona
– -$288K -1,714 Closed
FIM
670
Freedom Investment Management
Connecticut
– -$283K -1,680 Closed
AWA
671
Arete Wealth Advisors
Illinois
– -$282K -1,675 Closed
WCA
672
Westover Capital Advisors
Delaware
– -$282K -1,674 Closed
SWP
673
Summit Wealth Partners
Florida
– -$279K -1,660 Closed
SWP
674
Strategic Wealth Partners
Ohio
– -$253K -1,505 Closed
IWP
675
Icon Wealth Partners
Texas
– -$251K -1,489 Closed
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