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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
826
Foster Dykema Cabot & Partners
Massachusetts
$20.2K -$4.92K -23 -19%
AWM
827
AllSquare Wealth Management
New York
$20.2K -$855 -4 -4%
PSFG
828
Park Square Financial Group
Georgia
$20.2K – – –
MEG
829
Millstone Evans Group
Colorado
$19K – – –
MPWT
830
MassMutual Private Wealth & Trust
Connecticut
$18.2K +$19.2K +90 New
FDW
831
Fourth Dimension Wealth
Ohio
$18.1K +$214 +1 +1%
VWWMG
832
Vermillion & White Wealth Management Group
Pennsylvania
$17.8K – – –
CIR
833
Clear Investment Research
Georgia
$17.6K – – –
RFA
834
Register Financial Advisors
Georgia
$17.2K – – –
CA
835
Crewe Advisors
Utah
$16.8K – – –
TAM
836
Tucker Asset Management
Colorado
$15.6K -$1.92K -9 -10%
EWM
837
EPG Wealth Management
Georgia
$15.6K – – –
RCM
838
Richardson Capital Management
Wisconsin
$15.6K +$16.5K +77 New
SIS
839
Strategic Investment Solutions
Illinois
$15.5K -$2.14K -10 -12%
PPWM
840
PFG Private Wealth Management
Florida
$13.9K +$1.5K +7 +11%
CT
841
Caldwell Trust
Florida
$13.7K +$12.4K +58 +580%
MWA
842
Medallion Wealth Advisors
Connecticut
$13.6K -$12.8K -60 -47%
CWP
843
Concord Wealth Partners
Virginia
$13.3K – – –
EWA
844
Elevate Wealth Advisory
Georgia
$12.1K – – –
MHR
845
Matthew Hamilton Rosenberg
$12.1K – – –
TAM
846
Townsend Asset Management
North Carolina
$10.6K – – –
HBW
847
Hazlett, Burt & Watson
West Virginia
$10K – – –
PWMA
848
Pension & Wealth Management Advisors
Massachusetts
$9.12K +$9.62K +45 New
HIA
849
Harbor Investment Advisory
Maryland
$9.1K – – –
NC
850
North Capital
Utah
$7.92K +$8.33K +39 New
32 33
34
35 36