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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
826
Park Square Financial Group
Georgia
$20.7K +$21K +100 New
GWANC
827
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.1K +$20.3K +97 New
MEG
828
Millstone Evans Group
Colorado
$19.4K +$19.7K +94 New
FDW
829
Fourth Dimension Wealth
Ohio
$18.5K +$18.6K +89 New
VWWMG
830
Vermillion & White Wealth Management Group
Pennsylvania
$18.1K +$210 +1 +1%
CIR
831
Clear Investment Research
Georgia
$18K – – –
TAM
832
Tucker Asset Management
Colorado
$17.8K +$16.1K +77 +856%
RFA
833
Register Financial Advisors
Georgia
$17.6K – – –
CA
834
Crewe Advisors
Utah
$17.2K – – –
EWM
835
EPG Wealth Management
Georgia
$15.9K – – –
MAS
836
MPWM Advisory Solutions
Georgia
$14.5K +$14.7K +70 New
CWP
837
Concord Wealth Partners
Virginia
$13.7K – – –
SIS
838
Strategic Investment Solutions
Illinois
$13.5K +$7.12K +34 +65%
CPG
839
Cornerstone Planning Group
New Jersey
$13.3K +$13K +62 New
PPWM
840
PFG Private Wealth Management
Florida
$12.8K -$4.19K -20 -24%
EWA
841
Elevate Wealth Advisory
Georgia
$12.4K – – –
MHR
842
Matthew Hamilton Rosenberg
$12.4K – – –
JWA
843
JFS Wealth Advisors
Pennsylvania
$12.1K +$210 +1 +2%
TAM
844
Townsend Asset Management
North Carolina
$10.8K – – –
HBW
845
Hazlett, Burt & Watson
West Virginia
$10K +$10.5K +50 New
HIA
846
Harbor Investment Advisory
Maryland
$9.31K +$9.43K +45 New
SMA
847
Sage Mountain Advisors
Georgia
$7.86K -$419 -2 -5%
PPC
848
Park Place Capital
Alabama
$7.45K +$7.54K +36 New
CAS
849
Coppell Advisory Solutions
Texas
$6.86K – – –
AIC
850
Archer Investment Corporation
Indiana
$6.21K +$1.05K +5 +20%
32 33
34
35 36