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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
876
Asset Dedication LLC
California
$194K – – –
GWM
877
Gilpin Wealth Management
Colorado
$194K +$195K +776 New
QCG
878
Quadrant Capital Group
Ohio
$190K -$31.1K -124 -14%
SL
879
Salomon & Ludwin
Virginia
$188K -$502 -2 -0.3%
MNA
880
Manning & Napier Advisors
New York
$185K -$3.26K -13 -2%
TCM
881
TD Capital Management
Tennessee
$183K +$64.8K +258 +54%
SG
882
Sankala Group
Colorado
$181K +$180K +715 New
S
883
SignatureFD
Georgia
$177K – – –
PB
884
Pinnacle Bancorp
Nebraska
$176K – – –
JFG
885
JDM Financial Group
Texas
$161K – – –
IWM
886
IMG Wealth Management
Florida
$159K – – –
AWM
887
Angeles Wealth Management
California
$152K +$153K +608 New
KCM
888
Key Capital Management
Tennessee
$148K +$148K +590 New
KFG
889
Kingdom Financial Group
Arizona
$142K +$142K +566 New
HAP
890
Harbor Asset Planning
Massachusetts
$140K +$251 +1 +0.2%
CI
891
CX Institutional
Indiana
$140K +$10.3K +41 +8%
CTC
892
Central Trust Company
Missouri
$135K +$5.02K +20 +4%
NRC
893
New Republic Capital
North Carolina
$134K +$47K +187 +53%
BHWM
894
Beaird Harris Wealth Management
Texas
$131K -$13.8K -55 -9%
IWM
895
Inlight Wealth Management
Georgia
$131K – – –
BWL
896
Bogart Wealth LLC
Virginia
$129K -$11K -44 -8%
LWMI
897
Legacy Wealth Management (Idaho)
Idaho
$125K +$99.9K +398 +394%
CA
898
Crewe Advisors
Utah
$123K -$5.02K -20 -4%
HBW
899
Hazlett, Burt & Watson
West Virginia
$117K +$44.4K +177 +62%
SIS
900
Strategic Investment Solutions
Illinois
$117K +$251 +1 +0.2%
34 35
36
37 38