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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
826
Valued Retirements
Texas
$373K +$298 +1 +0.1%
WSFS
827
Wilmington Savings Fund Society
Delaware
$371K -$43K -144 -12%
4WM
828
4J Wealth Management
Virginia
$370K – – –
ZF
829
Zhang Financial
Michigan
$369K -$8.36K -28 -3%
PUI
830
Purpose Unlimited Inc
$369K +$81.5K +273 +34%
FWP
831
Forefront Wealth Partners
Texas
$364K +$20.9K +70 +7%
C1AG
832
Client 1st Advisory Group
Florida
$364K – – –
SO
833
Sierra Ocean
California
$363K – – –
JJBC
834
James J. Burns & Company
New York
$362K -$3.28K -11 -1%
FFP
835
FourThought Financial Partners
Florida
$362K – – –
CFGW
836
Chancellor Financial Group WB
Pennsylvania
$359K – – –
BP
837
BBR Partners
New York
$358K +$312K +1,045 New
NCM
838
NCM Capital Management
New Jersey
$358K -$8.06K -27 -3%
CBA
839
Coastal Bridge Advisors
Connecticut
$358K +$311K +1,043 New
SIAS
840
Summit Investment Advisory Services
Minnesota
$357K +$298 +1 +0.1%
WETS
841
Wealth Enhancement Trust Services
South Dakota
$356K +$4.18K +14 +1%
HNB
842
Huntington National Bank
Ohio
$355K -$7.16K -24 -2%
GPW
843
Gentry Private Wealth
Kansas
$353K – – –
GA
844
GoalVest Advisory
New York
$353K – – –
KBFS
845
Kohmann Bosshard Financial Services
Ohio
$353K – – –
KIM
846
Kane Investment Management
California
$352K – – –
SWM
847
Stonebridge Wealth Management
Illinois
$352K – – –
BFAG
848
Blackston Financial Advisory Group
Florida
$350K -$4.78K -16 -2%
CTC
849
Central Trust Company
Missouri
$349K +$150K +501 +97%
PWAM
850
Private Wealth Asset Management
Iowa
$349K – – –
32 33
34
35 36