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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Accel Wealth Management
Iowa
– -$143K -1,027 Closed
EI
727
Ellevest Inc
New York
– -$114K -823 Closed
HFM
728
Hartford Financial Management
Connecticut
– -$99.9K -718 Closed
CIA
729
Cascade Investment Advisors
Oregon
– -$39.6K -285 Closed
GFPC
730
Global Financial Private Client
Florida
– -$38.7K -273 Closed
FCA
731
Fortis Capital Advisors
Kansas
– -$37.7K -271 Closed
SIS
732
Strategic Investment Solutions
Illinois
– -$31.2K -225 Closed
GBT
733
Grove Bank & Trust
Florida
– -$18.5K -133 Closed
BHWM
734
Bay Harbor Wealth Management
Maryland
– -$13.6K -98 Closed
POIA
735
Pin Oak Investment Advisors
Texas
– -$13K -96 Closed
TCWA
736
Ten Capital Wealth Advisors
Washington
– -$12.1K -87 Closed
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
– -$9.59K -69 Closed
RWM
738
Ruedi Wealth Management
Illinois
– -$9.18K -66 Closed
MWC
739
MBM Wealth Consultants
Missouri
– -$1K -59 Closed
BFPW
740
BOK Financial Private Wealth
Colorado
– -$7.79K -56 Closed
FPFS
741
First Personal Financial Services
North Carolina
– -$7.51K -54 Closed
PWMG
742
Prestige Wealth Management Group
New Jersey
– -$7.51K -54 Closed
FA
743
Fortis Advisors
Pennsylvania
– -$6.95K -50 Closed
SSC
744
Syverson Strege & Co
Iowa
– -$6.67K -48 Closed
OIS
745
Okabena Investment Services
Minnesota
– -$4.73K -34 Closed
NRC
746
New Republic Capital
North Carolina
– -$4.45K -32 Closed
KHC
747
Koesten Hirschmann & Crabtree
Kansas
– -$3.2K -23 Closed
TF
748
Tompkins Financial
New York
– -$3.2K -23 Closed
LFA
749
Legend Financial Advisors
Pennsylvania
– -$2.92K -21 Closed
M1FG
750
Mach-1 Financial Group
Arkansas
– -$2.09M -15 Closed
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30
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