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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
976
Fourth Dimension Wealth
Ohio
$22.6K – – –
IW
977
Imprint Wealth
South Carolina
$22.5K -$38.9K -155 -63%
EB
978
Eastern Bank
Massachusetts
$21.8K +$21.8K +87 New
SFG
979
Strive Financial Group
Indiana
$21.8K +$21.8K +87 New
RFA
980
Register Financial Advisors
Georgia
$21.3K – – –
SEP
981
Signature Equity Partners
Ohio
$20.5K +$20.6K +82 New
VWWMG
982
Vermillion & White Wealth Management Group
Pennsylvania
$20.5K -$251 -1 -1%
FDCP
983
Foster Dykema Cabot & Partners
Massachusetts
$20.3K -$4.52K -18 -18%
BF
984
BOK Financial
Oklahoma
$19.3K – – –
CWP
985
Concord Wealth Partners
Virginia
$18.5K – – –
EWM
986
EPG Wealth Management
Georgia
$17.8K -$1.51K -6 -8%
RF
987
Rossby Financial
Florida
$17.4K +$3.77K +15 +28%
CT
988
Caldwell Trust
Florida
$17K – – –
MWA
989
Medallion Wealth Advisors
Connecticut
$16.8K – – –
HC
990
Hurley Capital
New York
$16.3K +$16.3K +65 New
EWA
991
Elevate Wealth Advisory
Georgia
$15K – – –
IIM
992
IFC & Insurance Marketing
California
$15K +$14.8K +59 New
BOJHT
993
Bank of Jackson Hole Trust
Wyoming
$14.5K +$14.6K +58 New
FM
994
Family Management
New York
$14.3K – – –
AW
995
Avion Wealth
Texas
$14K -$142K -564 -91%
UFPG
996
United Financial Planning Group
New York
$12.5K -$15.3K -61 -55%
FGAM
997
Financial Gravity Asset Management
Texas
$12.3K – – –
PWMA
998
Pension & Wealth Management Advisors
Massachusetts
$11.3K – – –
PFM
999
Phillips Financial Management
Indiana
$11.3K – – –
PWA
1000
Provenance Wealth Advisors
Florida
$10.5K +$10.5K +42 New
38 39
40
41 42