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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
M
726
MOTCO
Texas
$4K +$3.69K +20 New
CFFP
727
Center for Financial Planning
Michigan
$4K +$4.05K +22 New
IRC
728
Investors Research Corp
Georgia
$3K – – –
TFGT
729
TS Financial Group (TSFG)
Illinois
$3K – – –
BBPWM
730
Blue Bell Private Wealth Management
Pennsylvania
$3K +$3.5K +19 New
TC
731
Truvestments Capital
Florida
$3K +$3.5K +19 New
KFS
732
Kelly Financial Services
Massachusetts
$2.19K – – –
FMP
733
Financial Management Professionals
Texas
$2K – – –
LPWM
734
Lake Point Wealth Management
Texas
$2K – – –
BA
735
Bivin & Associates
Oklahoma
$2K +$1.84K +10 New
TAM
736
Tucker Asset Management
Colorado
$1.64K – – –
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
WIM
744
Westside Investment Management
California
$55 – – –
DRS
745
Deane Retirement Strategies
Louisiana
– -$7.48M -42,613 Closed
SAM
746
Synergy Asset Management
Washington
– -$6.28M -35,780 Closed
SWM
747
SigFig Wealth Management
California
– -$6.15M -35,001 Closed
QAM
748
Q3 Asset Management
Michigan
– -$5.97M -34,029 Closed
JPG
749
Jordan Park Group
California
– -$2.92M -16,618 Closed
FC
750
Fulcrum Capital
Washington
– -$2.67M -15,190 Closed
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