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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
701
Vicus Capital
Pennsylvania
$306K -$184K -842 -40%
HWA
702
HMV Wealth Advisors
Louisiana
$305K – – –
HKIMG
703
Hutchens & Kramer Investment Management Group
Indiana
$303K -$15.5K -71 -5%
RFA
704
Reyes Financial Architecture
California
$302K – – –
NA
705
Novus Advisors
South Carolina
$301K – – –
SIS
706
Strategic Investment Solutions
Illinois
$299K +$254K +1,166 +1,534%
FSC
707
Full Sail Capital
Oklahoma
$295K +$268K +1,229 New
CNTOF
708
Canandaigua National Trust of Florida
New York
$292K +$265K +1,214 New
OFG
709
Opulen Financial Group
Virginia
$288K +$218 +1 +0.1%
CA
710
Continuum Advisory
Idaho
$287K +$70.2K +322 +37%
IWM
711
IMG Wealth Management
Florida
$287K -$12.9K -59 -5%
S
712
SignatureFD
Georgia
$287K +$106K +487 +69%
AWM
713
Aprio Wealth Management
Georgia
$286K +$2.4K +11 +0.9%
FWP
714
FAS Wealth Partners
Kansas
$284K +$436 +2 +0.2%
PWP
715
Principle Wealth Partners
Connecticut
$281K +$255K +1,170 New
GWS
716
Glassman Wealth Services
Virginia
$281K – – –
WJA
717
Willis Johnson & Associates
Texas
$280K -$2.4K -11 -0.9%
TFP
718
Traction Financial Partners
Wyoming
$280K – – –
LA
719
LexAurum Advisors
Kansas
$280K +$254K +1,165 New
MFIM
720
Mesirow Financial Investment Management
Illinois
$280K +$254K +1,163 New
CTWM
721
Cherry Tree Wealth Management
Minnesota
$279K +$11.1K +51 +5%
CRI
722
Colonial River Investments
Virginia
$278K +$255K +1,169 New
AFG
723
Allegheny Financial Group
Pennsylvania
$277K – – –
RHP
724
Royal Harbor Partners
Texas
$275K – – –
SO
725
Sierra Ocean
California
$275K -$16.4K -75 -6%
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29
30 31