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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
1126
Advocate Investing Services
Maryland
$28.5K +$16.1K +54 +186%
FDCP
1127
Foster Dykema Cabot & Partners
Massachusetts
$27.8K – – –
GCP
1128
Gill Capital Partners
Colorado
$27.8K – – –
WTC
1129
WhitTier Trust Company
Nevada
$27.5K +$26.3K +88 New
RFA
1130
Reyes Financial Architecture
California
$27.4K -$351K -1,175 -94%
APW
1131
Aventura Private Wealth
Florida
$27.4K -$32.5K -109 -58%
IW
1132
Imprint Wealth
South Carolina
$27.4K -$2.98K -10 -11%
GFA
1133
Godfrey Financial Associates
New York
$27.1K – – –
EWM
1134
EPG Wealth Management
Georgia
$24.3K – – –
CT
1135
Caldwell Trust
Florida
$23.3K – – –
CFO
1136
Cambient Family Office
Michigan
$23K +$20K +67 New
MWA
1137
Medallion Wealth Advisors
Connecticut
$23K – – –
CWP
1138
Concord Wealth Partners
Virginia
$22.6K +$19.7K +66 New
JWM
1139
JPL Wealth Management
Colorado
$21.3K – – –
MEG
1140
Millstone Evans Group
Colorado
$21.3K -$5.97K -20 -24%
EWA
1141
Elevate Wealth Advisory
Georgia
$20.6K – – –
PS
1142
Planning Strategies
Pennsylvania
$20.6K +$17.9K +60 New
NB
1143
NBH Bank
Colorado
$19.9K +$17.3K +58 New
AW
1144
Avion Wealth
Texas
$19K – – –
TCM
1145
Timbuktu Capital Management
Massachusetts
$18.9K +$16.4K +55 New
ITIM
1146
Indiana Trust & Investment Management
Indiana
$18.5K -$16.4K -55 -50%
FGC
1147
Financial Gravity Companies
Texas
$16.8K +$14.6K +49 New
PWMA
1148
Pension & Wealth Management Advisors
Massachusetts
$15.5K – – –
TCM
1149
Triumph Capital Management
Colorado
$15.4K -$9.85K -33 -42%
PFM
1150
Phillips Financial Management
Indiana
$15.4K – – –
44 45
46
47 48