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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
801
CogentBlue Wealth Advisors
Tennessee
$416K – – –
BIG
802
Brookwood Investment Group
Arizona
$414K +$360K +1,207 New
WCL
803
Wealth Care LLC
Florida
$414K – – –
GWS
804
Glassman Wealth Services
Virginia
$412K – – –
DWP
805
Destiny Wealth Partners
Florida
$409K – – –
TFP
806
Traction Financial Partners
Wyoming
$408K -$4.78K -16 -1%
PMG
807
ProVise Management Group
Florida
$408K – – –
LFG
808
Lockerman Financial Group
California
$407K -$28.1K -94 -7%
MW
809
Marble Wealth
Alabama
$406K +$353K +1,183 New
RFA
810
Resurgent Financial Advisors
Georgia
$401K +$67.7K +227 +24%
HIM
811
Hanlon Investment Management
New Jersey
$399K -$835K -2,799 -71%
WSCM
812
Wellington Shields Capital Management
New York
$399K – – –
SG
813
Strid Group
Pennsylvania
$395K -$8.06K -27 -2%
RHP
814
Royal Harbor Partners
Texas
$393K – – –
LCC
815
Lincoln Capital Corp
Rhode Island
$393K – – –
SAM
816
Strategy Asset Managers
California
$391K -$194K -649 -36%
EI
817
EFG International
$390K -$68.9K -231 -17%
SP
818
Sequent Planning
Nebraska
$388K – – –
TCM
819
Tufton Capital Management
Maryland
$388K +$68.6K +230 +25%
IA
820
Invested Advisors
Pennsylvania
$387K +$337K +1,130 New
LEA
821
Legacy Edge Advisors
New York
$386K +$1.79K +6 +0.5%
MWM
822
MinichMacGregor Wealth Management
New York
$378K -$7.76K -26 -2%
EA
823
Ergawealth Advisors
Illinois
$377K – – –
TSS
824
Two Sigma Securities
New York
$376K -$830K -2,780 -72%
NHT
825
New Hampshire Trust
New Hampshire
$375K -$7.16K -24 -2%
31 32
33
34 35