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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
701
Hutchens & Kramer Investment Management Group
Indiana
$303K -$15.5K -71 -5%
RFA
702
Reyes Financial Architecture
California
$302K – – –
NA
703
Novus Advisors
South Carolina
$301K – – –
SIS
704
Strategic Investment Solutions
Illinois
$299K +$254K +1,166 +1,534%
FSC
705
Full Sail Capital
Oklahoma
$295K +$268K +1,229 New
CNTOF
706
Canandaigua National Trust of Florida
New York
$292K +$265K +1,214 New
OFG
707
Opulen Financial Group
Virginia
$288K +$218 +1 +0.1%
CA
708
Continuum Advisory
Idaho
$287K +$70.2K +322 +37%
IWM
709
IMG Wealth Management
Florida
$287K -$12.9K -59 -5%
S
710
SignatureFD
Georgia
$287K +$106K +487 +69%
AWM
711
Aprio Wealth Management
Georgia
$286K +$2.4K +11 +0.9%
FWP
712
FAS Wealth Partners
Kansas
$284K +$436 +2 +0.2%
PWP
713
Principle Wealth Partners
Connecticut
$281K +$255K +1,170 New
GWS
714
Glassman Wealth Services
Virginia
$281K – – –
WJA
715
Willis Johnson & Associates
Texas
$280K -$2.4K -11 -0.9%
TFP
716
Traction Financial Partners
Wyoming
$280K – – –
LA
717
LexAurum Advisors
Kansas
$280K +$254K +1,165 New
MFIM
718
Mesirow Financial Investment Management
Illinois
$280K +$254K +1,163 New
CTWM
719
Cherry Tree Wealth Management
Minnesota
$279K +$11.1K +51 +5%
CRI
720
Colonial River Investments
Virginia
$278K +$255K +1,169 New
AFG
721
Allegheny Financial Group
Pennsylvania
$277K – – –
RHP
722
Royal Harbor Partners
Texas
$275K – – –
SO
723
Sierra Ocean
California
$275K -$16.4K -75 -6%
HIS
724
Harvest Investment Services
Illinois
$274K +$249K +1,140 New
WAS
725
WESPAC Advisors SoCal
California
$274K +$248K +1,139 New
27 28
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