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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWL
726
Emissary Wealth LLC
New Jersey
$577K -$5.37K -18 -1%
BCG
727
Breakwater Capital Group
New Jersey
$572K -$40.3K -135 -7%
CA
728
Calton & Associates
Florida
$571K +$23K +77 +5%
MW
729
Merited Wealth
Florida
$569K -$17.9K -60 -3%
AWA
730
Acorn Wealth Advisors
Michigan
$567K -$11.3K -38 -2%
DWM
731
Destination Wealth Management
California
$567K -$29.8K -100 -6%
MWM
732
Mission Wealth Management
California
$567K +$494K +1,654 New
ACA
733
Aspire Capital Advisors
Washington
$566K -$1.11M -3,734 -69%
AWM
734
Aprio Wealth Management
Georgia
$566K -$41.2K -138 -8%
WCM
735
WealthBridge Capital Management
Ohio
$566K – – –
FWM
736
FLP Wealth Management
Arkansas
$564K +$491K +1,645 New
AIS
737
Accredited Investor Services
Minnesota
$563K – – –
LWM
738
Lakeridge Wealth Management
Ohio
$563K +$227K +760 +86%
PCM
739
Parsons Capital Management
Rhode Island
$562K +$11.6K +39 +2%
IAA
740
Independent Advisor Alliance
North Carolina
$562K -$3.52M -11,795 -88%
WLIM
741
White Lighthouse Investment Management
Massachusetts
$560K – – –
LF
742
LifeSteps Financial
California
$559K -$2.98K -10 -0.6%
CSPIA
743
Cary Street Partners Investment Advisory
Virginia
$555K +$49.2K +165 +11%
SCA
744
St. Clair Advisors
Ohio
$554K +$483K +1,617 New
FWI
745
Facet Wealth Inc
Maryland
$554K -$45.1K -151 -9%
ST
746
Smithfield Trust
Pennsylvania
$554K -$5.67K -19 -1%
CFG
747
Cooper Financial Group
California
$551K -$155K -518 -24%
WTA
748
Washington Trust Advisors
Massachusetts
$549K – – –
AWMG
749
ADG Wealth Management Group
Louisiana
$540K +$43.3K +145 +10%
AA
750
Advisory Alpha
Michigan
$539K -$11.9K -40 -2%
28 29
30
31 32