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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
901
Concord Wealth Partners
Virginia
$17.8K +$1.75K +8 +12%
CCMI
902
Creative Capital Management Investments
California
$17.1K +$15.5K +71 New
CT
903
Caldwell Trust
Florida
$16.3K – – –
MWA
904
Medallion Wealth Advisors
Connecticut
$15.9K – – –
CPG
905
Cornerstone Planning Group
New Jersey
$14.9K -$19K -87 -58%
EWA
906
Elevate Wealth Advisory
Georgia
$14.4K – – –
BCMLT
907
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.4K +$8.29K +38 +173%
FM
908
Family Management
New York
$13.7K +$12.4K +57 New
CAWM
909
Capital A Wealth Management
Pennsylvania
$13.3K -$242K -1,108 -93%
TAM
910
Townsend Asset Management
North Carolina
$12.6K – – –
HBW
911
Hazlett, Burt & Watson
West Virginia
$12K – – –
FGC
912
Financial Gravity Companies
Texas
$11.8K +$10.7K +49 New
PWMA
913
Pension & Wealth Management Advisors
Massachusetts
$10.9K – – –
MPWT
914
MassMutual Private Wealth & Trust
Connecticut
$10.8K -$9.82K -45 -50%
PFM
915
Phillips Financial Management
Indiana
$10.8K +$9.82K +45 New
NC
916
North Capital
Utah
$9.42K – – –
MHR
917
Matthew Hamilton Rosenberg
$9.37K -$4.58K -21 -35%
JWA
918
JFS Wealth Advisors
Pennsylvania
$9.13K – – –
FNWA
919
Financial Network Wealth Advisors
Utah
$9.13K – – –
RF
920
Rossby Financial
Florida
$8.17K +$2.84K +13 +62%
GWANC
921
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.93K -$31.2K -143 -81%
AIC
922
Archer Investment Corporation
Indiana
$7.93K +$1.75K +8 +32%
SMA
923
Sage Mountain Advisors
Georgia
$7.45K -$1.53K -7 -18%
OHWP
924
Oak Harbor Wealth Partners
North Carolina
$7.45K +$6.76K +31 New
LWA
925
Lowe Wealth Advisors
Maryland
$6.73K – – –
35 36
37
38 39