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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
S
751
SignatureFD
Georgia
$146K +$113K +541 +328%
PB
752
Pinnacle Bancorp
Nebraska
$145K +$8.8K +42 +6%
IF
753
Integrity Financial
Wyoming
$145K – – –
OLVIG
754
Oliver Lagore Vanvalin Investment Group
Michigan
$144K +$146K +696 New
JFG
755
JDM Financial Group
Texas
$133K +$83.6K +399 +162%
WSCM
756
Wellington Shields Capital Management
New York
$130K – – –
WWP
757
WR Wealth Planners
Missouri
$129K -$49K -234 -27%
CIA
758
Cape Investment Advisory
Georgia
$119K +$105K +501 +668%
BHWM
759
Beaird Harris Wealth Management
Texas
$119K – – –
NRC
760
New Republic Capital
North Carolina
$117K +$118K +564 New
GFPC
761
Global Financial Private Client
Florida
$115K +$117K +558 New
BWL
762
Bogart Wealth LLC
Virginia
$112K – – –
FFA
763
Founders Financial Alliance
North Carolina
$111K +$210 +1 +0.2%
CTC
764
Central Trust Company
Missouri
$107K – – –
FWM
765
FLP Wealth Management
Arkansas
$106K +$108K +514 New
WT
766
Washington Trust
Rhode Island
$106K -$335K -1,600 -76%
SRCM
767
Signature Resources Capital Management
California
$98.1K – – –
FGC
768
Financial Gravity Companies
Texas
$93.9K -$2.72K -13 -3%
HNB
769
Hilltop National Bank
Wyoming
$91.5K -$14.7K -70 -14%
CFP
770
Comprehensive Financial Planning
Pennsylvania
$88.6K +$89.7K +428 New
PFBT
771
Parkside Financial Bank & Trust
Missouri
$85.9K – – –
FPF
772
First Pacific Financial
Washington
$85.9K +$86.9K +415 New
RFS
773
Richardson Financial Services
Massachusetts
$78.8K +$5.24K +25 +7%
TCOV
774
Trust Company of Vermont
Vermont
$74.7K – – –
WIM
775
Westside Investment Management
California
$71.6K – – –
29 30
31
32 33