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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1026
Morton Capital Management
California
$205K +$178K +598 New
FAT
1027
First American Trust
California
$204K +$178K +595 New
FWCM
1028
Ferguson Wellman Capital Management
Oregon
$204K +$178K +595 New
LP
1029
LGL Partners
Pennsylvania
$204K +$178K +595 New
NB
1030
Nicolet Bankshares
Wisconsin
$204K +$178K +595 New
PW
1031
PUREfi Wealth
Massachusetts
$203K +$176K +591 New
WMA
1032
West Michigan Advisors
Michigan
$202K +$176K +589 New
ACA
1033
American Capital Advisory
Idaho
$198K -$46.3K -155 -21%
PMFA
1034
Plante Moran Financial Advisors
Michigan
$197K +$134K +448 +356%
TCOV
1035
Trust Company of Vermont
Vermont
$193K +$168K +563 New
HAP
1036
Harbor Asset Planning
Massachusetts
$192K +$298 +1 +0.2%
RIA
1037
Realta Investment Advisors
Delaware
$192K +$94.3K +316 +130%
RFS
1038
Richardson Financial Services
Massachusetts
$187K +$67.4K +226 +71%
CA
1039
Crewe Advisors
Utah
$179K +$8.36K +28 +6%
PVI
1040
Pine Valley Investments
New Jersey
$176K +$153K +513 New
RRMM
1041
Regatta Research & Money Management
Louisiana
$174K +$152K +509 New
AF
1042
Advisornet Financial
Minnesota
$173K -$86.5K -290 -37%
CSP
1043
Cary Street Partners
Virginia
$170K +$118K +397 +401%
CAN
1044
Capital Advisor Network
Indiana
$167K -$34.9K -117 -19%
HBW
1045
Hazlett, Burt & Watson
West Virginia
$167K +$8.06K +27 +6%
PPC
1046
Park Place Capital
Alabama
$166K +$144K +483 New
KFAS
1047
Keating Financial Advisory Services
Kansas
$165K -$298 -1 -0.2%
SIS
1048
Strategic Investment Solutions
Illinois
$160K +$298 +1 +0.2%
SG
1049
Sankala Group
Colorado
$157K -$35.5K -119 -19%
LBC
1050
Lowe Brockenbrough & Co
Virginia
$156K – – –
40 41
42
43 44