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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
726
Private Ocean
California
$5.4K +$5.37K +37 New
GWSA
727
Global Wealth Strategies & Associates
Colorado
$5.11K +$5.08K +35 New
RCM
728
Rain Capital Management
Oregon
$5.11K +$5.08K +35 New
FRA
729
Front Row Advisors
California
$5K – – –
SC
730
Solstein Capital
California
$4.82K +$4.79K +33 New
FCA
731
FinTrust Capital Advisors
South Carolina
$4.52K +$4.5K +31 New
ASBI
732
American State Bank (Iowa)
Iowa
$4.23K – – –
AIC
733
Archer Investment Corporation
Indiana
$3.65K – – –
RBC
734
Romano Brothers & Co
Illinois
$3.36K +$3.34K +23 New
LFA
735
Legend Financial Advisors
Pennsylvania
$3.06K – – –
TH
736
TCTC Holdings
Texas
$2.92K – – –
LWP
737
Lumature Wealth Partners
Georgia
$2.77K -$2.76K -19 -50%
HWA
738
HHM Wealth Advisors
Tennessee
$2.77K -$1.16K -8 -30%
BBPWM
739
Blue Bell Private Wealth Management
Pennsylvania
$2.77K – – –
HR
740
Howe & Rusling
New York
$2.63K +$2.61K +18 New
PFM
741
Phillips Financial Management
Indiana
$2.48K +$2.47K +17 New
BCMIO
742
Beacon Capital Management Inc (Ohio)
Ohio
$2.33K +$2.32K +16 New
FAM
743
Family Asset Management
South Carolina
$2.33K +$2.32K +16 New
IRC
744
Investors Research Corp
Georgia
$2.19K – – –
MWM
745
Mascoma Wealth Management
New Hampshire
$2.19K – – –
CSPIA
746
Cary Street Partners Investment Advisory
Virginia
$2.07K +$2.03K +14 New
GWANC
747
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.04K +$2.03K +14 New
TFGT
748
TS Financial Group (TSFG)
Illinois
$2K – – –
CA
749
Centerpoint Advisors
Massachusetts
$2K +$1.6K +11 New
TAM
750
Tucker Asset Management
Colorado
$1.31K -$53.7K -370 -98%
28 29
30
31 32