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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
1026
LGL Partners
Pennsylvania
$204K +$178K +595 New
NB
1027
Nicolet Bankshares
Wisconsin
$204K +$178K +595 New
PW
1028
PUREfi Wealth
Massachusetts
$203K +$176K +591 New
WMA
1029
West Michigan Advisors
Michigan
$202K +$176K +589 New
ACA
1030
American Capital Advisory
Idaho
$198K -$46.3K -155 -21%
PMFA
1031
Plante Moran Financial Advisors
Michigan
$197K +$134K +448 +356%
TCOV
1032
Trust Company of Vermont
Vermont
$193K +$168K +563 New
HAP
1033
Harbor Asset Planning
Massachusetts
$192K +$298 +1 +0.2%
RIA
1034
Realta Investment Advisors
Delaware
$192K +$94.3K +316 +130%
RFS
1035
Richardson Financial Services
Massachusetts
$187K +$67.4K +226 +71%
CA
1036
Crewe Advisors
Utah
$179K +$8.36K +28 +6%
PVI
1037
Pine Valley Investments
New Jersey
$176K +$153K +513 New
RRMM
1038
Regatta Research & Money Management
Louisiana
$174K +$152K +509 New
AF
1039
Advisornet Financial
Minnesota
$173K -$86.5K -290 -37%
CSP
1040
Cary Street Partners
Virginia
$170K +$118K +397 +401%
CAN
1041
Capital Advisor Network
Indiana
$167K -$34.9K -117 -19%
HBW
1042
Hazlett, Burt & Watson
West Virginia
$167K +$8.06K +27 +6%
PPC
1043
Park Place Capital
Alabama
$166K +$144K +483 New
KFAS
1044
Keating Financial Advisory Services
Kansas
$165K -$298 -1 -0.2%
SIS
1045
Strategic Investment Solutions
Illinois
$160K +$298 +1 +0.2%
SG
1046
Sankala Group
Colorado
$157K -$35.5K -119 -19%
LBC
1047
Lowe Brockenbrough & Co
Virginia
$156K – – –
IAS
1048
IMA Advisory Services
Colorado
$152K +$132K +444 New
AA
1049
Ancora Advisors
Ohio
$151K -$1.49K -5 -1%
CFP
1050
Comprehensive Financial Planning
Pennsylvania
$149K +$298 +1 +0.2%
40 41
42
43 44