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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
801
Summit Investment Advisory Services
Minnesota
$249K +$251 +1 +0.1%
BFAG
802
Blackston Financial Advisory Group
Florida
$249K -$5.28K -21 -2%
GPW
803
Gentry Private Wealth
Kansas
$247K – – –
GA
804
GoalVest Advisory
New York
$247K – – –
HNB
805
Huntington National Bank
Ohio
$247K +$248K +987 New
KBFS
806
Kohmann Bosshard Financial Services
Ohio
$247K – – –
KIM
807
Kane Investment Management
California
$247K -$182K -726 -41%
DWM
808
Darwin Wealth Management
Florida
$247K +$1K +4 +0.4%
SWM
809
Stonebridge Wealth Management
Illinois
$246K -$754 -3 -0.3%
WETS
810
Wealth Enhancement Trust Services
South Dakota
$246K – – –
PWAM
811
Private Wealth Asset Management
Iowa
$244K -$48.7K -194 -16%
RFP
812
Root Financial Partners
California
$242K -$5.53K -22 -2%
MAS
813
Meeder Advisory Services
Ohio
$241K -$54.5K -217 -18%
FAG
814
Fortitude Advisory Group
Washington
$240K +$252K +1,001 New
SWP
815
Strategic Wealth Partners
Ohio
$240K -$5.28K -21 -2%
AMM
816
American Money Management
California
$240K +$251K +998 New
TVAMP
817
Tennessee Valley Asset Management Partners
Tennessee
$239K +$2.76K +11 +1%
OCM
818
Orion Capital Management
California
$238K -$27.6K -110 -10%
FWP
819
Forefront Wealth Partners
Texas
$238K +$250K +993 New
EW
820
Expressive Wealth
Illinois
$238K -$26.6K -106 -12%
AI
821
Accredited Investors
Minnesota
$237K – – –
MWM
822
Meridian Wealth Management
Kentucky
$236K -$75.4K -300 -23%
PCM
823
Poehling Capital Management
Wisconsin
$235K – – –
SCM
824
Saxony Capital Management
Missouri
$235K -$697K -2,774 -74%
HIS
825
Harvest Investment Services
Illinois
$234K -$23.6K -94 -9%
31 32
33
34 35