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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
876
Strategic Wealth Partners
Ohio
$325K -$15.5K -52 -5%
LW
877
Linscomb Wealth
Texas
$323K – – –
SHFA
878
SC&H Financial Advisors
Maryland
$322K +$298 +1 +0.1%
RFP
879
RCS Financial Planning
Maryland
$322K -$66.2K -222 -19%
MAS
880
Meeder Advisory Services
Ohio
$320K -$21.8K -73 -7%
WJWM
881
Williams Jones Wealth Management
New York
$319K +$278K +930 New
SI
882
Seeds Investor
New York
$318K -$100K -335 -27%
IDA
883
Intelligence Driven Advisers
California
$318K – – –
SWP
884
Summit Wealth Partners
Florida
$314K -$5.37K -18 -2%
KWS
885
Keystone Wealth Services
California
$312K +$21.8K +73 +9%
ICM
886
Islay Capital Management
Texas
$310K +$225K +753 +502%
1SB
887
1ST Source Bank
Indiana
$309K -$13.1K -44 -5%
WAS
888
WESPAC Advisors SoCal
California
$308K +$13.7K +46 +5%
KFI
889
Key Financial Inc
Pennsylvania
$306K – – –
LOWM
890
Laurel Oak Wealth Management
New Jersey
$306K – – –
PCG
891
Prosperity Consulting Group
Maryland
$305K -$47.1K -158 -15%
AWM
892
Accel Wealth Management
Iowa
$304K – – –
WJS
893
William John Sempolinski
Massachusetts
$301K +$262K +879 New
CI
894
CPR Investments
Michigan
$298K +$260K +870 New
WQ
895
Wealth Quarterback
New Jersey
$298K -$195K -652 -43%
CRC
896
Curi RMB Capital
Illinois
$296K +$258K +864 New
WTFG
897
Wood Tarver Financial Group
Idaho
$296K +$3.88K +13 +2%
IA
898
Insight Advisors
Pennsylvania
$295K +$257K +862 New
NW
899
NewEdge Wealth
Pennsylvania
$295K +$257K +861 New
SMC
900
Smith, Moore & Co
Missouri
$294K +$256K +858 New
34 35
36
37 38