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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1051
IMA Advisory Services
Colorado
$152K +$132K +444 New
AA
1052
Ancora Advisors
Ohio
$151K -$1.49K -5 -1%
CFP
1053
Comprehensive Financial Planning
Pennsylvania
$149K +$298 +1 +0.2%
PFBT
1054
Parkside Financial Bank & Trust
Missouri
$143K +$17.6K +59 +16%
NRC
1055
New Republic Capital
North Carolina
$142K -$35.2K -118 -22%
CI
1056
CX Institutional
Indiana
$139K -$45.4K -152 -27%
AWM
1057
Angeles Wealth Management
California
$135K -$3.28K -11 -3%
WCM
1058
Winthrop Capital Management
Indiana
$135K +$298 +1 +0.3%
SRCM
1059
Signature Resources Capital Management
California
$134K – – –
BIAS
1060
Beacon Investment Advisory Services
New Jersey
$133K – – –
PAI
1061
Pittenger & Anderson Inc
Nebraska
$128K +$10.1K +34 +10%
CFB
1062
Cullen/Frost Bankers
Texas
$127K +$68.3K +229 +161%
RFG
1063
REAP Financial Group
Texas
$125K – – –
WSC
1064
Wellington Shields & Co
New York
$124K – – –
WIM
1065
Westside Investment Management
California
$119K – – –
Q1WB
1066
Quest 10 Wealth Builders
Virginia
$118K +$3.28K +11 +3%
CFM
1067
Compass Financial Management
Florida
$117K +$103K +344 New
PB
1068
Prosperity Bancshares
Texas
$116K – – –
WFA
1069
Wells Financial Advisors
Massachusetts
$115K +$298 +1 +0.3%
GKWIM
1070
Gerber Kawasaki Wealth & Investment Management
California
$115K +$99.7K +334 New
SGK
1071
Steigerwald Gordon & Koch
Virginia
$113K – – –
GI
1072
GAMMA Investing
California
$112K +$5.37K +18 +6%
TAM
1073
Tucker Asset Management
Colorado
$111K +$4.18K +14 +5%
RIL
1074
Rothschild Investment LLC
Illinois
$101K – – –
YDMI
1075
Y.D. More Investments
Israel
$98.7K +$35.8K +120 +71%
41 42
43
44 45