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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
JJBC
676
James J. Burns & Company
New York
$344K -$10.3K -47 -3%
AFP
677
Ausdal Financial Partners
Iowa
$340K +$308K +1,413 New
WANY
678
Wealthspire Advisors (New York)
New York
$335K -$37.5K -172 -11%
ST
679
Smithfield Trust
Pennsylvania
$334K +$15.7K +72 +5%
JSL
680
JT Stratford LLC
Georgia
$334K -$10.7K -49 -3%
CCM
681
Coldstream Capital Management
Washington
$332K +$45.8K +210 +18%
OBWG
682
Onyx Bridge Wealth Group
New York
$331K -$4.14K -19 -1%
JCFM
683
JBR Co Financial Management
Oklahoma
$330K -$17.7K -81 -6%
DWP
684
Destiny Wealth Partners
Florida
$330K – – –
UWM
685
USAdvisors Wealth Management
Minnesota
$330K +$268K +1,229 +859%
SP
686
Successful Portfolios
Florida
$330K – – –
SFC
687
SYM Financial Corp
Indiana
$316K +$59.6K +273 +26%
VIM
688
Vista Investment Management
Pennsylvania
$316K – – –
SWP
689
Semus Wealth Partners
Florida
$314K -$1.96K -9 -0.7%
CWA
690
CogentBlue Wealth Advisors
Tennessee
$313K -$46K -211 -14%
KLI
691
Kelman-Lazarov Inc
Tennessee
$313K – – –
BFA
692
Bragg Financial Advisors
North Carolina
$312K +$284K +1,300 New
LCC
693
Lincoln Capital Corp
Rhode Island
$311K -$58.3K -267 -17%
CFA
694
Camarda Financial Advisors
Florida
$311K +$283K +1,295 New
PMG
695
ProVise Management Group
Florida
$310K – – –
MWM
696
Meridian Wealth Management
Kentucky
$309K -$13.5K -62 -5%
RW
697
Rede Wealth
Virginia
$309K -$3.71K -17 -1%
AA
698
Advisory Alpha
Michigan
$306K -$36.2K -166 -12%
OCM
699
Orion Capital Management
California
$306K – – –
AWE
700
Avidian Wealth Enterprises
Texas
$306K -$7.64K -35 -3%
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