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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
776
Sierra Ocean
California
$275K -$11K -44 -4%
C1AG
777
Client 1st Advisory Group
Florida
$275K – – –
EA
778
Ergawealth Advisors
Illinois
$275K -$88.4K -352 -24%
CWM
779
Collaborative Wealth Management
Florida
$273K -$1K -4 -0.4%
4WM
780
4J Wealth Management
Virginia
$270K +$251 +1 +0.1%
NCM
781
NCM Capital Management
New Jersey
$268K +$7.03K +28 +3%
HIS
782
Harvest Investment Services
Illinois
$268K +$61.8K +246 +30%
CFGW
783
Chancellor Financial Group WB
Pennsylvania
$267K – – –
CNTOF
784
Canandaigua National Trust of Florida
New York
$265K +$266K +1,059 New
AWMG
785
ADG Wealth Management Group
Louisiana
$265K +$266K +1,058 New
BFAG
786
Blackston Financial Advisory Group
Florida
$265K -$9.79K -39 -4%
FFP
787
FourThought Financial Partners
Florida
$264K – – –
AF
788
ASL Financial
California
$264K +$264K +1,053 New
SP
789
Stonebrook Private
Michigan
$262K -$288K -1,149 -52%
BP
790
BBR Partners
New York
$262K – – –
MIC
791
Meridian Investment Counsel
California
$261K – – –
TPWA
792
TRUE Private Wealth Advisors
Oregon
$260K +$6.78K +27 +3%
SIAS
793
Summit Investment Advisory Services
Minnesota
$260K +$502 +2 +0.2%
ECM
794
Evergreen Capital Management
Washington
$258K – – –
GPW
795
Gentry Private Wealth
Kansas
$258K – – –
GA
796
GoalVest Advisory
New York
$258K +$259K +1,031 New
KBFS
797
Kohmann Bosshard Financial Services
Ohio
$258K – – –
SWM
798
Stonebridge Wealth Management
Illinois
$258K – – –
RFP
799
Root Financial Partners
California
$257K -$8.03K -32 -3%
WETS
800
Wealth Enhancement Trust Services
South Dakota
$256K +$257K +1,024 New
30 31
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