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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
676
Novus Advisors
South Carolina
$253K – – –
KWM
677
Kingsview Wealth Management
Oregon
$251K -$18.6K -87 -7%
LMKC
678
L.M. Kohn & Company
Ohio
$249K -$1.28K -6 -0.5%
SG
679
Strid Group
Pennsylvania
$249K – – –
BMCM
680
Bryn Mawr Capital Management
Pennsylvania
$248K – – –
VC
681
Veracity Capital
Georgia
$248K +$6.62K +31 +3%
QAM
682
Q3 Asset Management
Michigan
$248K +$263K +1,231 New
SO
683
Sierra Ocean
California
$246K -$105K -491 -29%
AWMNH
684
Arcadia Wealth Management (New Hampshire)
New Hampshire
$246K -$3.85K -18 -1%
JIP
685
Jaffetilchin Investment Partners
Florida
$245K +$259K +1,210 New
BW
686
BostonPremier Wealth
Massachusetts
$243K -$13K -61 -5%
DWA
687
Delta Wealth Advisors
Indiana
$243K -$78.9K -369 -24%
OFG
688
Opulen Financial Group
Virginia
$242K +$214 +1 +0.1%
CAWM
689
Capital A Wealth Management
Pennsylvania
$241K -$686K -3,211 -73%
FWP
690
FAS Wealth Partners
Kansas
$239K +$641 +3 +0.3%
MWM
691
Maripau Wealth Management
Indiana
$238K +$1.07K +5 +0.4%
RRCM
692
Rappaport Reiches Capital Management
Illinois
$238K – – –
AWM
693
Aprio Wealth Management
Georgia
$238K +$252K +1,178 New
WJA
694
Willis Johnson & Associates
Texas
$238K +$23.5K +110 +10%
CCM
695
Coldstream Capital Management
Washington
$237K +$4.27K +20 +2%
GWS
696
Glassman Wealth Services
Virginia
$236K – – –
WWM
697
Whalen Wealth Management
Nevada
$236K +$249K +1,167 New
TWCA
698
Two West Capital Advisors
Kansas
$236K +$7.27K +34 +3%
TFP
699
Traction Financial Partners
Wyoming
$236K -$71.2K -333 -22%
BFAG
700
Blackston Financial Advisory Group
Florida
$235K -$12.2K -57 -5%
26 27
28
29 30