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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
E
1001
Entelevest
Florida
$213K +$186K +622 New
RWA
1002
Redhawk Wealth Advisors
Minnesota
$213K +$185K +621 New
NAS
1003
NWF Advisory Services
California
$212K +$185K +619 New
PFA
1004
Pure Financial Advisors
California
$212K +$185K +619 New
WPW
1005
Waldron Private Wealth
Pennsylvania
$212K +$184K +618 New
CWWM
1006
Curry Webb Wealth Management
Indiana
$212K +$184K +618 New
GIM
1007
Goelzer Investment Management
Indiana
$211K +$184K +616 New
SI
1008
Stephens Inc
Arkansas
$211K +$184K +616 New
BHBT
1009
Burke & Herbert Bank & Trust
Virginia
$211K +$184K +615 New
CCWM
1010
Cassaday & Co Wealth Management
Virginia
$210K -$2.39K -8 -1%
MSFS
1011
Main Street Financial Solutions
Pennsylvania
$209K +$182K +611 New
DAS
1012
Daybright Advisory Services
Florida
$209K +$209K +699 New
TWP
1013
Triad Wealth Partners
Kansas
$209K -$71.9K -241 -26%
FBB
1014
Fulton Breakefield Broenniman
Maryland
$209K +$182K +609 New
IIA
1015
IPG Investment Advisors
California
$208K +$181K +608 New
WPC
1016
Wedmont Private Capital
Pennsylvania
$208K +$193K +646 New
TF
1017
TME Financial
California
$207K +$180K +604 New
GFG
1018
Goldstone Financial Group
Illinois
$207K +$180K +603 New
KAS
1019
KPP Advisory Services
Kentucky
$206K +$179K +600 New
LA
1020
Legacy Advisors
Pennsylvania
$206K +$179K +600 New
ONB
1021
Old National Bancorp
Indiana
$206K +$179K +600 New
WWA
1022
Wisconsin Wealth Advisors
Wisconsin
$206K +$179K +600 New
MCM
1023
Morton Capital Management
California
$205K +$178K +598 New
FAT
1024
First American Trust
California
$204K +$178K +595 New
FWCM
1025
Ferguson Wellman Capital Management
Oregon
$204K +$178K +595 New
39 40
41
42 43