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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
801
First PREMIER Bank
South Dakota
$214K – – –
BW
802
BostonPremier Wealth
Massachusetts
$213K +$204K +832 New
PFGIA
803
Patriot Financial Group Insurance Agency
Massachusetts
$212K -$67.3K -275 -25%
OAM
804
Occidental Asset Management
California
$211K +$202K +824 New
FA
805
Faithward Advisors
Pennsylvania
$211K -$15.9K -65 -7%
BCI
806
Blue Capital Inc
Nebraska
$211K +$202K +823 New
HIS
807
Harvest Investment Services
Illinois
$211K -$77.6K -317 -28%
TF
808
TME Financial
California
$211K +$201K +822 New
CWM
809
Certus Wealth Management
California
$209K +$200K +816 New
NW
810
NewEdge Wealth
Pennsylvania
$208K +$204K +831 New
SA
811
Sonoma Allocations
California
$208K +$201K +821 New
CFA
812
Camarda Financial Advisors
Florida
$208K -$119K -485 -37%
BCWM
813
Bartlett & Co Wealth Management
Ohio
$208K -$2.94K -12 -1%
IIA
814
IPG Investment Advisors
California
$207K +$198K +808 New
RWM
815
Ritholtz Wealth Management
New York
$207K +$198K +807 New
IF
816
Integrity Financial
Wyoming
$205K +$24.7K +101 +14%
BBHC
817
Brown Brothers Harriman & Co
New York
$205K – – –
FIM
818
Freedom Investment Management
Connecticut
$204K -$734K -2,996 -79%
IAIM
819
International Assets Investment Management
Florida
$203K – – –
SWM
820
Selective Wealth Management
Virginia
$202K +$194K +794 New
SMC
821
Smith, Moore & Co
Missouri
$202K +$193K +787 New
KFA
822
Kapstone Financial Advisors
Ohio
$201K +$192K +785 New
SOAMC
823
Spirit of America Management Corp
New York
$201K +$1.47K +6 +0.8%
FPGK
824
Financial Partners Group (Kansas)
Kansas
$201K +$192K +784 New
PHWM
825
Pine Harbor Wealth Management
Maryland
$200K +$191K +781 New
31 32
33
34 35