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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
JPG
751
Jordan Park Group
California
– -$2.92M -16,618 Closed
FC
752
Fulcrum Capital
Washington
– -$2.67M -15,190 Closed
HF
753
HRT Financial
New York
– -$2.19M -12,478 Closed
AI
754
Atom Investors
Texas
– -$1.56M -8,901 Closed
BCM
755
Barometer Capital Management
Ontario, Canada
– -$1.48M -8,400 Closed
CWA
756
Clarus Wealth Advisors
Arizona
– -$1.39M -7,855 Closed
VCM
757
Virtue Capital Management
Tennessee
– -$1.11M -6,314 Closed
SS
758
Simplicity Solutions
Minnesota
– -$942K -5,366 Closed
YIH
759
Y-Intercept (HK)
Hong Kong
– -$813K -4,629 Closed
GM
760
GeoWealth Management
Illinois
– -$686K -3,907 Closed
CAM
761
Concorde Asset Management
Michigan
– -$620K -3,533 Closed
GRP
762
Global Retirement Partners
California
– -$516K -2,937 Closed
PCM
763
Prelude Capital Management
New York
– -$439K -2,500 Closed
LSA
764
Lion Street Advisors
Texas
– -$406K -2,307 Closed
IWN
765
Independent Wealth Network
Iowa
– -$385K -1,986 Closed
CHA
766
Cooper/Haims Advisors
New York
– -$285K -1,644 Closed
WAM
767
Weatherly Asset Management
California
– -$246K -1,401 Closed
LA
768
Latitude Advisors
Florida
– -$245K -1,397 Closed
FCI
769
Financial Counselors Inc
Kansas
– -$243K -1,386 Closed
MAG
770
MRA Advisory Group
New Jersey
– -$220K -1,255 Closed
BTWM
771
Baker Tilly Wealth Management
Wisconsin
– -$218K -1,242 Closed
WS
772
Wedbush Securities
California
– -$213K -1,212 Closed
NCM
773
Northwest Capital Management
Oregon
– -$206K -1,105 Closed
SBL
774
Sargent Bickham Lagudis
Colorado
– -$163K -930 Closed
BHWM
775
Bay Harbor Wealth Management
Maryland
– -$71K -407 Closed
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