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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
926
Howe & Rusling
New York
$5.88K +$5.24K +24 New
NCM
927
Northwest Capital Management
Oregon
$5.77K -$24.7K -113 -82%
BPAMU
928
BTG Pactual Asset Management US
New York
$5.77K +$5.24K +24 New
M
929
MOTCO
Texas
$5.55K +$5.02K +23 New
AG
930
AmeriFlex Group
Nevada
$5.37K – – –
PA
931
Pineridge Advisors
Missouri
$5.06K – – –
JHCP
932
Jackson Hole Capital Partners
Oklahoma
$5.05K – – –
CAL
933
Capital Advisors Ltd
Ohio
$5K +$4.14K +19 New
HWM
934
HighMark Wealth Management
Minnesota
$4.82K +$4.36K +20 New
DJSG
935
D.J. St. Germain
Massachusetts
$4.33K – – –
PCA
936
Providence Capital Advisors
North Carolina
$4.08K +$3.71K +17 New
NEWAS
937
N.E.W. Advisory Services
Wisconsin
$3.85K -$3.49K -16 -50%
DFA
938
DHJJ Financial Advisors
Illinois
$3.83K – – –
CPA
939
Cardiff Park Advisors
California
$3.6K -$291K -1,335 -99%
SC
940
SouthState Corp
Florida
$3.37K – – –
SFA
941
Semmax Financial Advisors
North Carolina
$3.26K – – –
WWM
942
Wolff Wiese Magana
California
$3.13K – – –
IHWM
943
Iron Horse Wealth Management
Iowa
$2.64K – – –
LCM
944
Logan Capital Management
Pennsylvania
$1.68K – – –
EB
945
Eastern Bank
Massachusetts
$1.68K +$1.53K +7 New
BFPW
946
BOK Financial Private Wealth
Colorado
$1.6K +$1.53K +7 New
FP
947
Financial Perspectives
Minnesota
$1.44K – – –
AF
948
Alerus Financial
North Dakota
$1.44K +$1.31K +6 New
MFC
949
Morris Financial Concepts
South Carolina
$1.2K – – –
FRA
950
Front Row Advisors
California
$961 – – –
36 37
38
39 40