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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
701
WESPAC Advisors SoCal
California
$323K +$29.6K +121 +11%
RFA
702
Reyes Financial Architecture
California
$322K – – –
LAS
703
Lloyd Advisory Services
Georgia
$320K -$1.63M -6,642 -84%
LCGC
704
Legacy Capital Group California
California
$313K +$61.7K +252 +26%
OCM
705
Orion Capital Management
California
$311K -$14.7K -60 -5%
SGFG
706
Silver Grove Financial Group
New York
$310K +$296K +1,209 New
MAS
707
Meeder Advisory Services
Ohio
$310K +$296K +1,208 New
CSF
708
Capital Squared Financial
Maryland
$309K +$295K +1,204 New
GWS
709
Glassman Wealth Services
Virginia
$308K +$8.08K +33 +3%
OFG
710
Opulen Financial Group
Virginia
$308K +$735 +3 +0.3%
PMG
711
ProVise Management Group
Florida
$305K -$24.5K -100 -8%
TH
712
TCTC Holdings
Texas
$305K +$291K +1,188 New
FWP
713
FAS Wealth Partners
Kansas
$304K +$490 +2 +0.2%
TWP
714
Triad Wealth Partners
Kansas
$303K +$289K +1,182 New
FF
715
Financial Futures
New Jersey
$302K +$288K +1,177 New
CCM
716
Coldstream Capital Management
Washington
$301K -$50.7K -207 -15%
TFP
717
Traction Financial Partners
Wyoming
$299K – – –
AWM
718
Aprio Wealth Management
Georgia
$298K -$7.1K -29 -2%
AFG
719
Allegheny Financial Group
Pennsylvania
$296K – – –
WFA
720
WMG Financial Advisors
Tennessee
$295K +$282K +1,150 New
CTWM
721
Cherry Tree Wealth Management
Minnesota
$294K -$3.67K -15 -1%
RHP
722
Royal Harbor Partners
Texas
$294K – – –
SO
723
Sierra Ocean
California
$293K – – –
WJA
724
Willis Johnson & Associates
Texas
$290K -$8.57K -35 -3%
MWM
725
Maripau Wealth Management
Indiana
$287K -$82.3K -336 -23%
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29
30 31