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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
801
Cape Investment Advisory
Georgia
$424K -$67.7K -227 -15%
AFG
802
Allegheny Financial Group
Pennsylvania
$420K – – –
CWA
803
CogentBlue Wealth Advisors
Tennessee
$416K – – –
BIG
804
Brookwood Investment Group
Arizona
$414K +$360K +1,207 New
WCL
805
Wealth Care LLC
Florida
$414K – – –
GWS
806
Glassman Wealth Services
Virginia
$412K – – –
CTWM
807
Cherry Tree Wealth Management
Minnesota
$410K -$1.19K -4 -0.3%
DWP
808
Destiny Wealth Partners
Florida
$409K – – –
TFP
809
Traction Financial Partners
Wyoming
$408K -$4.78K -16 -1%
PMG
810
ProVise Management Group
Florida
$408K – – –
LFG
811
Lockerman Financial Group
California
$407K -$28.1K -94 -7%
MW
812
Marble Wealth
Alabama
$406K +$353K +1,183 New
RFA
813
Resurgent Financial Advisors
Georgia
$401K +$67.7K +227 +24%
HIM
814
Hanlon Investment Management
New Jersey
$399K -$835K -2,799 -71%
WSCM
815
Wellington Shields Capital Management
New York
$399K – – –
SG
816
Strid Group
Pennsylvania
$395K -$8.06K -27 -2%
RHP
817
Royal Harbor Partners
Texas
$393K – – –
LCC
818
Lincoln Capital Corp
Rhode Island
$393K – – –
SAM
819
Strategy Asset Managers
California
$391K -$194K -649 -36%
EI
820
EFG International
$390K -$68.9K -231 -17%
SP
821
Sequent Planning
Nebraska
$388K – – –
TCM
822
Tufton Capital Management
Maryland
$388K +$68.6K +230 +25%
IA
823
Invested Advisors
Pennsylvania
$387K +$337K +1,130 New
LEA
824
Legacy Edge Advisors
New York
$386K +$1.79K +6 +0.5%
MWM
825
MinichMacGregor Wealth Management
New York
$378K -$7.76K -26 -2%
31 32
33
34 35