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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
701
Waterloo Capital
Texas
$611K -$250K -839 -32%
CA
702
Continuum Advisory
Idaho
$609K -$15.5K -52 -3%
EL
703
EWA LLC
Pennsylvania
$609K +$101K +340 +24%
MGIA
704
Moneta Group Investment Advisors
Missouri
$605K -$55.2K -185 -9%
CPRPA
705
Cerity Partners Retirement Plan Advisors
New York
$602K +$524K +1,755 New
AFO
706
Arrowroot Family Office
California
$600K -$7.16K -24 -1%
CA
707
Clune & Associates
Illinois
$599K +$522K +1,748 New
TSMHT
708
Thurston Springer Miller Herd & Titak
Indiana
$599K +$518K +1,736 +17,360%
CA
709
Centennial Advisors
Texas
$598K +$521K +1,745 New
FMC
710
First Merchants Corp
Indiana
$598K – – –
CAM
711
Concorde Asset Management
Michigan
$593K -$109K -365 -17%
MW
712
Maia Wealth
Colorado
$593K -$52.5K -176 -9%
KFP
713
Kerr Financial Planning
California
$593K +$298 +1 +0.1%
TCOTS
714
Trust Company of the South
North Carolina
$591K +$37.3K +125 +8%
BMCM
715
Bryn Mawr Capital Management
Pennsylvania
$591K +$189K +633 +58%
XPN
716
XY Planning Network
Montana
$590K +$129K +431 +33%
SPWG
717
Syntegra Private Wealth Group
Missouri
$586K – – –
CWM
718
Centric Wealth Management
Illinois
$584K – – –
TFA
719
Teamwork Financial Advisors
Texas
$584K +$597 +2 +0.1%
FDCDDQ
720
Federation des caisses Desjardins du Quebec
Quebec, Canada
$583K +$6.27K +21 +1%
QC
721
Quent Capital
New York
$583K -$41.5K -139 -8%
EFMC
722
Empire Financial Management Company
New York
$580K -$10.4K -35 -2%
OC
723
Opinicus Capital
Florida
$579K +$6.86K +23 +1%
EWL
724
Emissary Wealth LLC
New Jersey
$577K -$5.37K -18 -1%
BCG
725
Breakwater Capital Group
New Jersey
$572K -$40.3K -135 -7%
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