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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
951
Madson Wealth Advisors
California
$258K -$173K -581 -44%
SW
952
SMART Wealth
Nebraska
$257K +$224K +749 New
HW
953
HORAN Wealth
Ohio
$255K +$222K +744 New
OWA
954
Opal Wealth Advisors
New York
$254K +$102K +341 +85%
TCM
955
TD Capital Management
Tennessee
$252K -$12.8K -43 -6%
MNA
956
Manning & Napier Advisors
New York
$251K – – –
PWPS
957
Pinnacle Wealth Planning Services
Ohio
$251K +$167K +558 +323%
RAS
958
RPS Advisory Solutions
Kentucky
$250K +$218K +731 New
SWM
959
Selective Wealth Management
Virginia
$250K +$9.55K +32 +4%
JIC
960
Johnson Investment Counsel
Ohio
$250K +$217K +728 New
TA
961
TrueWealth Advisors
Alabama
$248K -$43.6K -146 -17%
S
962
SignatureFD
Georgia
$248K +$2.98K +10 +1%
CAM
963
Cidel Asset Management
Ontario, Canada
$246K +$215K +719 New
BW
964
BostonPremier Wealth
Massachusetts
$246K +$214K +717 New
SCA
965
Sage Capital Advisors
South Dakota
$246K +$214K +716 New
DCA
966
DB&C Advisors
Michigan
$245K +$214K +716 New
CHAM
967
Clear Harbor Asset Management
Connecticut
$245K +$214K +716 New
VVP
968
Venture Visionary Partners
Ohio
$245K +$213K +714 New
CIC
969
Carnegie Investment Counsel
Ohio
$245K +$213K +714 New
AFP
970
Alpha Financial Partners
Kentucky
$245K +$213K +713 New
VBFP
971
Valtinson Bruner Financial Planning
Minnesota
$244K +$213K +713 New
GJIA
972
Glass Jacobson Investment Advisors
Maryland
$244K +$168K +562 +375%
WAM
973
WNY Asset Management
New York
$244K +$212K +712 New
OWA
974
Outlook Wealth Advisors
Texas
$243K +$212K +709 New
TWA
975
TCI Wealth Advisors
Arizona
$243K +$212K +709 New
37 38
39
40 41