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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
826
Ergawealth Advisors
Illinois
$377K – – –
TSS
827
Two Sigma Securities
New York
$376K -$830K -2,780 -72%
NHT
828
New Hampshire Trust
New Hampshire
$375K -$7.16K -24 -2%
VR
829
Valued Retirements
Texas
$373K +$298 +1 +0.1%
WSFS
830
Wilmington Savings Fund Society
Delaware
$371K -$43K -144 -12%
4WM
831
4J Wealth Management
Virginia
$370K – – –
ZF
832
Zhang Financial
Michigan
$369K -$8.36K -28 -3%
PUI
833
Purpose Unlimited Inc
$369K +$81.5K +273 +34%
FWP
834
Forefront Wealth Partners
Texas
$364K +$20.9K +70 +7%
C1AG
835
Client 1st Advisory Group
Florida
$364K – – –
SO
836
Sierra Ocean
California
$363K – – –
JJBC
837
James J. Burns & Company
New York
$362K -$3.28K -11 -1%
FFP
838
FourThought Financial Partners
Florida
$362K – – –
CFGW
839
Chancellor Financial Group WB
Pennsylvania
$359K – – –
BP
840
BBR Partners
New York
$358K +$312K +1,045 New
NCM
841
NCM Capital Management
New Jersey
$358K -$8.06K -27 -3%
CBA
842
Coastal Bridge Advisors
Connecticut
$358K +$311K +1,043 New
SIAS
843
Summit Investment Advisory Services
Minnesota
$357K +$298 +1 +0.1%
WETS
844
Wealth Enhancement Trust Services
South Dakota
$356K +$4.18K +14 +1%
HNB
845
Huntington National Bank
Ohio
$355K -$7.16K -24 -2%
GPW
846
Gentry Private Wealth
Kansas
$353K – – –
GA
847
GoalVest Advisory
New York
$353K – – –
KBFS
848
Kohmann Bosshard Financial Services
Ohio
$353K – – –
KIM
849
Kane Investment Management
California
$352K – – –
SWM
850
Stonebridge Wealth Management
Illinois
$352K – – –
32 33
34
35 36