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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
776
TRUE Private Wealth Advisors
Oregon
– -$248K -1,699 Closed
IAA
777
Independent Advisor Alliance
North Carolina
– -$246K -1,684 Closed
MWA
778
Meridian Wealth Advisors
Texas
– -$244K -1,669 Closed
3LCM
779
3D/L Capital Management
Connecticut
– -$242K -1,657 Closed
KWM
780
Kingsview Wealth Management
Oregon
– -$235K -1,612 Closed
FCH
781
Freestone Capital Holdings
Washington
– -$230K -1,577 Closed
TA
782
TrueWealth Advisors
Alabama
– -$226K -1,550 Closed
SPI
783
Sutton Place Investors
New York
– -$226K -1,546 Closed
CCM
784
Carlson Capital Management
Minnesota
– -$224K -1,535 Closed
CAAS
785
Capital Asset Advisory Services
Michigan
– -$219K -1,502 Closed
NRI
786
NFP Retirement Inc
California
– -$214K -1,466 Closed
PFG
787
Peterson Financial Group
Iowa
– -$208K -1,423 Closed
AFP
788
Ausdal Financial Partners
Iowa
– -$208K -1,422 Closed
ACP
789
Aveo Capital Partners
Colorado
– -$203K -1,389 Closed
NL
790
NKCFO LLC
Illinois
– -$175K -1,200 Closed
ACP
791
Arcus Capital Partners
Georgia
– -$99.5K -682 Closed
CTA
792
Colonial Trust Advisors
South Carolina
– -$50.2K -344 Closed
MSCM
793
McElhenny Sheffield Capital Management
Texas
– -$48.9K -335 Closed
ZIG
794
Zullo Investment Group
Pennsylvania
– -$47.3K -324 Closed
RIA
795
Realta Investment Advisors
Delaware
– -$46.3K -317 Closed
WOSD
796
WFA of San Diego
California
– -$26.9K -184 Closed
AIM
797
Anchor Investment Management
South Carolina
– -$26.6K -182 Closed
BCMLT
798
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$26.3K -180 Closed
TWD
799
True Wealth Design
Ohio
– -$25.4K -174 Closed
CS
800
Credit Suisse
Switzerland
– -$20.3K -139 Closed
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