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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
726
Strid Group
Pennsylvania
$287K – – –
HKIMG
727
Hutchens & Kramer Investment Management Group
Indiana
$286K -$40.4K -165 -13%
JIP
728
Jaffetilchin Investment Partners
Florida
$285K – – –
NHT
729
New Hampshire Trust
New Hampshire
$284K +$3.43K +14 +1%
LA
730
Lifeworks Advisors
Michigan
$282K +$14.2K +58 +6%
C1AG
731
Client 1st Advisory Group
Florida
$282K -$171K -698 -39%
VC
732
Veracity Capital
Georgia
$281K +$245 +1 +0.1%
BFAG
733
Blackston Financial Advisory Group
Florida
$281K – – –
CWM
734
Collaborative Wealth Management
Florida
$281K – – –
BMCM
735
Bryn Mawr Capital Management
Pennsylvania
$280K -$2.69K -11 -1%
4WM
736
4J Wealth Management
Virginia
$276K -$2.94K -12 -1%
CFGW
737
Chancellor Financial Group WB
Pennsylvania
$274K – – –
RFP
738
Root Financial Partners
California
$272K +$260K +1,060 New
FFP
739
FourThought Financial Partners
Florida
$271K -$5.88K -24 -2%
AI
740
Accredited Investors
Minnesota
$270K +$16.2K +66 +7%
BP
741
BBR Partners
New York
$268K – – –
NCM
742
NCM Capital Management
New Jersey
$268K – – –
MIC
743
Meridian Investment Counsel
California
$267K – – –
CB
744
Cadence Bank
Mississippi
$266K -$490 -2 -0.2%
PWG
745
Portside Wealth Group
Utah
$266K -$11.5K -47 -4%
BHBT
746
Burke & Herbert Bank & Trust
Virginia
$266K – – –
SIAS
747
Summit Investment Advisory Services
Minnesota
$266K +$490 +2 +0.2%
SCM
748
Saxony Capital Management
Missouri
$265K +$253K +1,033 New
ECM
749
Evergreen Capital Management
Washington
$265K +$253K +1,032 New
GPW
750
Gentry Private Wealth
Kansas
$264K – – –
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30
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