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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
726
Investors Research Corp
Georgia
$3K – – –
TFGT
727
TS Financial Group (TSFG)
Illinois
$3K – – –
BBPWM
728
Blue Bell Private Wealth Management
Pennsylvania
$3K +$3.5K +19 New
TC
729
Truvestments Capital
Florida
$3K +$3.5K +19 New
KFS
730
Kelly Financial Services
Massachusetts
$2.19K – – –
FMP
731
Financial Management Professionals
Texas
$2K – – –
LPWM
732
Lake Point Wealth Management
Texas
$2K – – –
BA
733
Bivin & Associates
Oklahoma
$2K +$1.84K +10 New
TAM
734
Tucker Asset Management
Colorado
$1.64K – – –
CP
735
Castleview Partners
Texas
$1.43K +$47.8M +259,580 New
FHC
736
First Heartland Consultants
Missouri
$1.07K -$10.9K -59 -1%
EVM
737
Eaton Vance Management
Massachusetts
$1K – – –
GLLW
738
Graves Light Lenhart Wealth
Virginia
$1K – – –
NFSG
739
Newbridge Financial Services Group
Florida
$1K – – –
RIM
740
Rockbridge Investment Management
New York
$1K +$184 +1 +20%
IFAM
741
Institutional & Family Asset Management
Colorado
$1K +$369 +2 +200%
EWA
742
EverSource Wealth Advisors
Alabama
$1K +$737 +4 New
CWM
743
CarsonAllaria Wealth Management
Illinois
$1K +$1.11K +6 New
LWM
744
Liberty Wealth Management
California
$428 -$464K -2,518 Closed
FFG
745
Ford Financial Group
California
$357 +$921 +5 +0.3%
WIM
746
Westside Investment Management
California
$55 – – –
DRS
747
Deane Retirement Strategies
Louisiana
– -$7.48M -42,613 Closed
SAM
748
Synergy Asset Management
Washington
– -$6.28M -35,780 Closed
SWM
749
SigFig Wealth Management
California
– -$6.15M -35,001 Closed
QAM
750
Q3 Asset Management
Michigan
– -$5.97M -34,029 Closed
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