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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
726
JFS Wealth Advisors
Pennsylvania
$5.54K – – –
PO
727
Private Ocean
California
$5.4K +$5.37K +37 New
GWSA
728
Global Wealth Strategies & Associates
Colorado
$5.11K +$5.08K +35 New
RCM
729
Rain Capital Management
Oregon
$5.11K +$5.08K +35 New
FRA
730
Front Row Advisors
California
$5K – – –
SC
731
Solstein Capital
California
$4.82K +$4.79K +33 New
FCA
732
FinTrust Capital Advisors
South Carolina
$4.52K +$4.5K +31 New
ASBI
733
American State Bank (Iowa)
Iowa
$4.23K – – –
AIC
734
Archer Investment Corporation
Indiana
$3.65K – – –
RBC
735
Romano Brothers & Co
Illinois
$3.36K +$3.34K +23 New
LFA
736
Legend Financial Advisors
Pennsylvania
$3.06K – – –
TH
737
TCTC Holdings
Texas
$2.92K – – –
LWP
738
Lumature Wealth Partners
Georgia
$2.77K -$2.76K -19 -50%
HWA
739
HHM Wealth Advisors
Tennessee
$2.77K -$1.16K -8 -30%
BBPWM
740
Blue Bell Private Wealth Management
Pennsylvania
$2.77K – – –
HR
741
Howe & Rusling
New York
$2.63K +$2.61K +18 New
PFM
742
Phillips Financial Management
Indiana
$2.48K +$2.47K +17 New
BCMIO
743
Beacon Capital Management Inc (Ohio)
Ohio
$2.33K +$2.32K +16 New
FAM
744
Family Asset Management
South Carolina
$2.33K +$2.32K +16 New
IRC
745
Investors Research Corp
Georgia
$2.19K – – –
MWM
746
Mascoma Wealth Management
New Hampshire
$2.19K – – –
CSPIA
747
Cary Street Partners Investment Advisory
Virginia
$2.07K +$2.03K +14 New
GWANC
748
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.04K +$2.03K +14 New
TFGT
749
TS Financial Group (TSFG)
Illinois
$2K – – –
CA
750
Centerpoint Advisors
Massachusetts
$2K +$1.6K +11 New
28 29
30
31 32