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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
676
Copperleaf Capital
North Carolina
– -$792K -5,697 Closed
RL
677
Retireful LLC
Michigan
– -$790K -5,685 Closed
SWP
678
ShoreHaven Wealth Partners
New Jersey
– -$735K -5,289 Closed
KWS
679
Keystone Wealth Services
California
– -$735K -5,284 Closed
AWM
680
Alterna Wealth Management
Texas
– -$594K -4,269 Closed
WMR
681
Wealth Management Resources
Rhode Island
– -$550K -3,954 Closed
PAM
682
Peak Asset Management
Colorado
– -$532K -3,827 Closed
OWA
683
One Wealth Advisors
California
– -$523K -3,765 Closed
WF
684
Williams Financial
Vermont
– -$521K -3,746 Closed
RW
685
Regimen Wealth
Georgia
– -$481K -3,490 Closed
GF
686
Gries Financial
Ohio
– -$469K -3,376 Closed
LWM
687
Liberty Wealth Management
California
– -$455K -3,271 Closed
HFA
688
High Falls Advisors
New York
– -$453K -3,262 Closed
NL
689
NWAM LLC
Washington
– -$420K -3,019 Closed
CAM
690
CPA Asset Management
Florida
– -$412K -2,964 Closed
WCG
691
Wall Capital Group
Arizona
– -$420K -2,945 Closed
DI
692
DFPG Investments
Utah
– -$403K -2,898 Closed
FA
693
FDx Advisors
Illinois
– -$414K -2,838 Closed
CCA
694
Clearwater Capital Advisors
Illinois
– -$370K -2,664 Closed
WHCI
695
W.H. Cornerstone Investments
Massachusetts
– -$355K -2,552 Closed
WA
696
Win Advisors
Florida
– -$354K -2,542 Closed
ACM
697
Advisors Capital Management
New Jersey
– -$335K -2,411 Closed
WA
698
Wealth Alliance
New York
– -$305K -2,194 Closed
AR
699
Apeiron RIA
Texas
– -$291K -2,093 Closed
AIC
700
Ayalon Insurance Company
Israel
– -$285K -2,048 Closed
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