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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
801
GAMMA Investing
California
$35.4K – – –
ICM
802
Islay Capital Management
Texas
$35.2K – – –
LC
803
Luminist Capital
Michigan
$35.2K +$35.6K +170 New
SS
804
Sunbelt Securities
Texas
$34.2K +$28.3K +135 +466%
NB
805
NBT Bank
New York
$32.1K -$9.22K -44 -22%
MCM
806
Mainstream Capital Management
California
$31K +$31.4K +150 New
MMCM
807
Murphy & Mullick Capital Management
New York
$30K +$30.4K +145 New
AWM
808
Abound Wealth Management
Tennessee
$28.4K – – –
NCM
809
Northwest Capital Management
Oregon
$28.3K – – –
AT
810
Arlington Trust
Alabama
$27.1K – – –
MWA
811
Medallion Wealth Advisors
Connecticut
$26.4K +$26.6K +127 New
PMFA
812
Plante Moran Financial Advisors
Michigan
$26.1K – – –
FDCP
813
Foster Dykema Cabot & Partners
Massachusetts
$25.5K -$9.22K -44 -26%
FFO
814
Fortitude Family Office
Arizona
$25.2K – – –
PAG
815
Paladin Advisory Group
Iowa
$25.2K – – –
DSC
816
Duncker Streett & Co
Missouri
$24.8K +$25.1K +120 New
NP
817
NorthRock Partners
Minnesota
$24.4K -$8.59K -41 -26%
WI
818
Wintrust Investments
Illinois
$23K +$24.1K +115 New
LIS
819
Legacy Investment Solutions
Idaho
$22.7K – – –
LWMI
820
Legacy Wealth Management (Idaho)
Idaho
$22.7K – – –
FWA
821
FSC Wealth Advisors
New York
$22.2K – – –
AWM
822
AllSquare Wealth Management
New York
$21.5K – – –
DF
823
DecisionPoint Financial
Arizona
$21.1K – – –
PSFG
824
Park Square Financial Group
Georgia
$20.7K +$21K +100 New
GWANC
825
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.1K +$20.3K +97 New
31 32
33
34 35