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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
LOWM
826
Laurel Oak Wealth Management
New Jersey
$233K +$234K +931 New
IDA
827
Intelligence Driven Advisers
California
$232K – – –
KFI
828
Key Financial Inc
Pennsylvania
$231K +$5.02K +20 +2%
LEA
829
Legacy Edge Advisors
New York
$228K +$229K +912 New
ACA
830
American Capital Advisory
Idaho
$228K – – –
SIG
831
Spinnaker Investment Group
California
$228K +$229K +911 New
SIP
832
Snowwater Investment Partners
Connecticut
$227K +$228K +907 New
FWM
833
FLP Wealth Management
Arkansas
$227K +$227K +906 New
BIG
834
Brookwood Investment Group
Arizona
$226K -$12.1K -48 -5%
LFG
835
Lockerman Financial Group
California
$226K +$226K +902 New
FIM
836
Freedom Investment Management
Connecticut
$226K +$26.6K +106 +13%
RFN
837
RDA Financial Network
Iowa
$226K -$241K -959 -52%
EW
838
Expressive Wealth
Illinois
$226K +$226K +901 New
1SB
839
1ST Source Bank
Indiana
$225K -$2.26K -9 -1%
KWS
840
Keystone Wealth Services
California
$225K +$225K +898 New
SMDAM
841
Sumitomo Mitsui DS Asset Management
Japan
$223K +$224K +891 New
KWM
842
KW Wealth Management
California
$222K +$223K +887 New
IA
843
Insight Advisors
Pennsylvania
$220K +$251 +1 +0.1%
SWA
844
Strategies Wealth Advisors
Michigan
$219K +$4.52K +18 +2%
KFAS
845
Keating Financial Advisory Services
Kansas
$219K +$219K +873 New
TA
846
TrueWealth Advisors
Alabama
$219K +$219K +873 New
FCA
847
Fortis Capital Advisors
Kansas
$216K -$25.4K -101 -10%
PWM
848
Prosperity Wealth Management
California
$215K -$3.77K -15 -2%
SA
849
Sonoma Allocations
California
$213K +$753 +3 +0.4%
WTFG
850
Wood Tarver Financial Group
Idaho
$213K – – –
32 33
34
35 36