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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
976
Strive Financial Group
Indiana
$21.8K +$21.8K +87 New
RFA
977
Register Financial Advisors
Georgia
$21.3K – – –
SEP
978
Signature Equity Partners
Ohio
$20.5K +$20.6K +82 New
VWWMG
979
Vermillion & White Wealth Management Group
Pennsylvania
$20.5K -$251 -1 -1%
FDCP
980
Foster Dykema Cabot & Partners
Massachusetts
$20.3K -$4.52K -18 -18%
BF
981
BOK Financial
Oklahoma
$19.3K – – –
CWP
982
Concord Wealth Partners
Virginia
$18.5K – – –
EWM
983
EPG Wealth Management
Georgia
$17.8K -$1.51K -6 -8%
RF
984
Rossby Financial
Florida
$17.4K +$3.77K +15 +28%
CT
985
Caldwell Trust
Florida
$17K – – –
MWA
986
Medallion Wealth Advisors
Connecticut
$16.8K – – –
HC
987
Hurley Capital
New York
$16.3K +$16.3K +65 New
EWA
988
Elevate Wealth Advisory
Georgia
$15K – – –
IIM
989
IFC & Insurance Marketing
California
$15K +$14.8K +59 New
BOJHT
990
Bank of Jackson Hole Trust
Wyoming
$14.5K +$14.6K +58 New
FM
991
Family Management
New York
$14.3K – – –
AW
992
Avion Wealth
Texas
$14K -$142K -564 -91%
UFPG
993
United Financial Planning Group
New York
$12.5K -$15.3K -61 -55%
FGAM
994
Financial Gravity Asset Management
Texas
$12.3K – – –
PWMA
995
Pension & Wealth Management Advisors
Massachusetts
$11.3K – – –
PFM
996
Phillips Financial Management
Indiana
$11.3K – – –
PWA
997
Provenance Wealth Advisors
Florida
$10.5K +$10.5K +42 New
WA
998
Walsh & Associates
Florida
$10.5K +$10.5K +42 New
JWA
999
JFS Wealth Advisors
Pennsylvania
$9.51K – – –
WSFS
1000
Wilmington Savings Fund Society
Delaware
$9.01K +$4.52K +18 +100%
38 39
40
41 42