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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
901
Cullen/Frost Bankers
Texas
$32.6K – – –
HR
902
Howe & Rusling
New York
$32.2K +$25K +102 +425%
FFO
903
Fortitude Family Office
Arizona
$31.3K -$32.6K -133 -52%
PAG
904
Paladin Advisory Group
Iowa
$31.3K – – –
APW
905
Atlantic Private Wealth
North Carolina
$31K – – –
DSC
906
Duncker Streett & Co
Missouri
$30.8K – – –
WOSD
907
WFA of San Diego
California
$29.7K -$18.6K -76 -40%
UFPG
908
United Financial Planning Group
New York
$28.5K +$27.2K +111 New
TFM
909
TFC Financial Management
Massachusetts
$27.7K +$26.4K +108 New
TSMHT
910
Thurston Springer Miller Herd & Titak
Indiana
$27.7K -$438K -1,787 -94%
RP
911
Rice Partnership
Hawaii
$26.9K +$5.88K +24 +30%
DF
912
DecisionPoint Financial
Arizona
$26.1K – – –
LWMI
913
Legacy Wealth Management (Idaho)
Idaho
$25.9K – – –
AWM
914
AllSquare Wealth Management
New York
$25.6K – – –
FLFS
915
Family Legacy Financial Solutions
North Carolina
$25.6K – – –
FDCP
916
Foster Dykema Cabot & Partners
Massachusetts
$25.4K +$4.41K +18 +22%
CPBTD
917
Central Pacific Bank - Trust Division
Hawaii
$24.9K – – –
FDW
918
Fourth Dimension Wealth
Ohio
$23.1K – – –
CIR
919
Clear Investment Research
Georgia
$22.3K – – –
RFA
920
Register Financial Advisors
Georgia
$21.8K – – –
TFA
921
Toth Financial Advisory
Virginia
$21K +$20.1K +82 New
VWWMG
922
Vermillion & White Wealth Management Group
Pennsylvania
$20.9K -$1.47K -6 -7%
MEG
923
Millstone Evans Group
Colorado
$20.8K – – –
BF
924
BOK Financial
Oklahoma
$19.7K – – –
EWM
925
EPG Wealth Management
Georgia
$19.7K – – –
35 36
37
38 39