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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMO
876
Integrated Wealth Management (Ohio)
Ohio
$327K -$139K -465 -33%
OFG
877
Opulen Financial Group
Virginia
$326K +$298 +1 +0.1%
MMA
878
Miracle Mile Advisors
California
$325K +$24.5K +82 +9%
SWP
879
Strategic Wealth Partners
Ohio
$325K -$15.5K -52 -5%
LW
880
Linscomb Wealth
Texas
$323K – – –
SHFA
881
SC&H Financial Advisors
Maryland
$322K +$298 +1 +0.1%
RFP
882
RCS Financial Planning
Maryland
$322K -$66.2K -222 -19%
MAS
883
Meeder Advisory Services
Ohio
$320K -$21.8K -73 -7%
WJWM
884
Williams Jones Wealth Management
New York
$319K +$278K +930 New
SI
885
Seeds Investor
New York
$318K -$100K -335 -27%
IDA
886
Intelligence Driven Advisers
California
$318K – – –
SWP
887
Summit Wealth Partners
Florida
$314K -$5.37K -18 -2%
KWS
888
Keystone Wealth Services
California
$312K +$21.8K +73 +9%
ICM
889
Islay Capital Management
Texas
$310K +$225K +753 +502%
1SB
890
1ST Source Bank
Indiana
$309K -$13.1K -44 -5%
WAS
891
WESPAC Advisors SoCal
California
$308K +$13.7K +46 +5%
KFI
892
Key Financial Inc
Pennsylvania
$306K – – –
LOWM
893
Laurel Oak Wealth Management
New Jersey
$306K – – –
PCG
894
Prosperity Consulting Group
Maryland
$305K -$47.1K -158 -15%
AWM
895
Accel Wealth Management
Iowa
$304K – – –
WJS
896
William John Sempolinski
Massachusetts
$301K – – –
CI
897
CPR Investments
Michigan
$298K +$260K +870 New
WQ
898
Wealth Quarterback
New Jersey
$298K -$195K -652 -43%
CRC
899
Curi RMB Capital
Illinois
$296K +$258K +864 New
WTFG
900
Wood Tarver Financial Group
Idaho
$296K +$3.88K +13 +2%
34 35
36
37 38