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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
776
Sequent Planning
Nebraska
$272K +$284K +1,132 New
MWM
777
MinichMacGregor Wealth Management
New York
$271K -$21.1K -84 -7%
LEA
778
Legacy Edge Advisors
New York
$269K +$52.3K +208 +23%
AAIM
779
Asset Advisors Investment Management
Georgia
$269K +$281K +1,120 New
NHT
780
New Hampshire Trust
New Hampshire
$269K +$2.51K +10 +0.9%
JIP
781
Jaffetilchin Investment Partners
Florida
$268K +$754 +3 +0.3%
PWG
782
Portside Wealth Group
Utah
$266K +$1.51K +6 +0.5%
ZF
783
Zhang Financial
Michigan
$265K -$63.3K -252 -19%
EA
784
Ergawealth Advisors
Illinois
$264K +$251 +1 +0.1%
BMCM
785
Bryn Mawr Capital Management
Pennsylvania
$262K -$9.05K -36 -3%
VR
786
Valued Retirements
Texas
$261K +$29.4K +117 +12%
TA
787
TKG Advisors
Indiana
$260K +$22.9K +91 +9%
4WM
788
4J Wealth Management
Virginia
$259K – – –
NCM
789
NCM Capital Management
New Jersey
$257K – – –
SP
790
Stonebrook Private
Michigan
$257K +$6.03K +24 +2%
CA
791
CGN Advisors
Kansas
$256K -$34.7K -138 -11%
JJBC
792
James J. Burns & Company
New York
$256K -$75.6K -301 -22%
C1AG
793
Client 1st Advisory Group
Florida
$255K -$9.3K -37 -3%
SO
794
Sierra Ocean
California
$254K -$10.1K -40 -4%
FCA
795
Fortis Capital Advisors
Kansas
$254K +$49K +195 +23%
FFP
796
FourThought Financial Partners
Florida
$253K – – –
CFGW
797
Chancellor Financial Group WB
Pennsylvania
$251K -$5.28K -21 -2%
PCG
798
Prosperity Consulting Group
Maryland
$251K +$263K +1,047 New
FWWM
799
Fiscal Wisdom Wealth Management
Connecticut
$251K +$263K +1,046 New
PEWA
800
Pacific Excel Wealth Advisors
California
$251K +$59.3K +236 +29%
30 31
32
33 34