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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
726
Trek Financial
Arizona
– -$2.26M -15,515 Closed
EFG
727
Ethos Financial Group
Pennsylvania
– -$2.13M -14,618 Closed
PCA
728
Prosperity Capital Advisors
Ohio
– -$1.81M -12,395 Closed
SL
729
SWMG LLC
Texas
– -$1.77M -12,095 Closed
HPM
730
Hoxton Planning & Management
West Virginia
– -$1.64M -11,273 Closed
SL
731
Sentinus LLC
Illinois
– -$1.63M -11,173 Closed
SWM
732
SigFig Wealth Management
California
– -$761K -9,412 Closed
FEM
733
Fulcrum Equity Management
Texas
– -$1.35M -9,285 Closed
T
734
TCWP
Ohio
– -$1.14M -7,803 Closed
MCC
735
Money Concepts Capital
Florida
– -$1.13M -7,729 Closed
FWP
736
Firethorn Wealth Partners
Georgia
– -$1.12M -7,695 Closed
CAS
737
Coppell Advisory Solutions
Texas
– -$1.07M -7,326 Closed
CASC
738
Coppell Advisory Solutions Corp
Texas
– -$1.07M -7,326 Closed
BCP
739
Blackhawk Capital Partners
Wisconsin
– -$975K -6,682 Closed
MYIA
740
Mount Yale Investment Advisors
Colorado
– -$960K -6,575 Closed
SPAS
741
Spectrum Planning & Advisory Services
California
– -$932K -6,385 Closed
CWP
742
CFM Wealth Partners
Texas
– -$929K -6,366 Closed
CWM
743
Centurion Wealth Management
Virginia
– -$878K -6,018 Closed
MLA
744
My Legacy Advisors
Oregon
– -$751K -5,318 Closed
VPP
745
Vertex Planning Partners
Illinois
– -$770K -5,278 Closed
TCA
746
Transcend Capital Advisors
New Jersey
– -$654K -4,480 Closed
TFA
747
Tranquilli Financial Advisor
New Jersey
– -$642K -4,401 Closed
T
748
TRUADVICE
Florida
– -$622K -4,278 Closed
IWM
749
Iams Wealth Management
Nebraska
– -$623K -4,270 Closed
LF
750
Lantz Financial
Illinois
– -$623K -4,270 Closed
28 29
30
31 32