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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMNH
726
Arcadia Wealth Management (New Hampshire)
New Hampshire
$272K -$19K -87 -7%
OPCM
727
Osborne Partners Capital Management
California
$272K – – –
SG
728
Strid Group
Pennsylvania
$269K -$24.7K -113 -9%
WSFS
729
Wilmington Savings Fund Society
Delaware
$269K -$873 -4 -0.4%
PWAM
730
Private Wealth Asset Management
Iowa
$269K – – –
JIP
731
Jaffetilchin Investment Partners
Florida
$267K -$21.4K -98 -8%
LWM
732
Lakeridge Wealth Management
Ohio
$267K -$49.3K -226 -17%
BMCM
733
Bryn Mawr Capital Management
Pennsylvania
$265K -$27.7K -127 -10%
PFGIA
734
Patriot Financial Group Insurance Agency
Massachusetts
$264K +$240K +1,100 New
VC
735
Veracity Capital
Georgia
$263K -$28.6K -131 -11%
BFAG
736
Blackston Financial Advisory Group
Florida
$263K -$14.2K -65 -6%
CWM
737
Collaborative Wealth Management
Florida
$263K -$6.11K -28 -2%
NHT
738
New Hampshire Trust
New Hampshire
$263K – – –
MT
739
Midwest Trust
Kansas
$263K +$239K +1,095 New
4WM
740
4J Wealth Management
Virginia
$262K – – –
PWG
741
Portside Wealth Group
Utah
$261K +$236K +1,084 New
GM
742
GeoWealth Management
Illinois
$260K -$12.8M -58,691 -98%
FFP
743
FourThought Financial Partners
Florida
$260K +$5.45K +25 +2%
SP
744
Stonebrook Private
Michigan
$257K +$233K +1,070 New
GWM
745
Gibbs Wealth Management
Georgia
$257K +$12.7K +58 +6%
CFGW
746
Chancellor Financial Group WB
Pennsylvania
$257K – – –
FCH
747
Freestone Capital Holdings
Washington
$253K -$12.7K -58 -5%
BP
748
BBR Partners
New York
$251K – – –
LSIA
749
LaSalle St. Investment Advisors
Illinois
$251K -$15.1K -69 -6%
NCM
750
NCM Capital Management
New Jersey
$251K – – –
28 29
30
31 32