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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
151
PAX Financial Group
Texas
$13.4M -$2.07M -6,926 -15%
MWP
152
Meredith Wealth Planning
Illinois
$13.3M +$7.46K +25 +0.1%
CPIG
153
Chicago Partners Investment Group
Illinois
$12.9M -$8.06K -27 -0.1%
ACA
154
Aptus Capital Advisors
Alabama
$12.8M +$284K +951 +3%
CF
155
Centaurus Financial
California
$12.8M -$3.33M -11,173 -23%
VA
156
Vident Advisory
Georgia
$12.7M +$1.66M +5,577 +18%
DADC
157
D.A. Davidson & Co
Montana
$12.7M +$437K +1,463 +4%
EFG
158
Elevated Financial Group
Indiana
$12.6M +$723K +2,423 +7%
RIA
159
Regal Investment Advisors
Michigan
$12.6M -$505K -1,693 -4%
TF
160
Trek Financial
Arizona
$12.5M -$2.41M -8,067 -18%
WIA
161
World Investment Advisors
California
$12.3M +$2.05M +6,884 +21%
JE
162
JMAC Enterprises
Pennsylvania
$12.1M -$935K -3,133 -8%
TL
163
Tradewinds LLC
North Carolina
$12.1M +$4.07M +13,623 New
WCM
164
Washburn Capital Management
Florida
$12M +$5.31M +17,809 +103%
SB
165
Strategic Blueprint
Georgia
$11.8M -$2.79M -9,334 -21%
FFA
166
Farther Finance Advisors
California
$11.8M -$1.68M -5,620 -14%
FAG
167
Financial Architects (Georgia)
Georgia
$11.5M -$53.7K -180 -0.5%
KFGK
168
Keystone Financial Group (Kentucky)
Kentucky
$11.3M -$2.61M -8,730 -21%
SRC
169
Shufro Rose & Co
New York
$11.1M -$156K -524 -2%
KFS
170
Kelly Financial Services
Massachusetts
$11.1M -$3.02M -10,128 -24%
HTC
171
Haverford Trust Company
Pennsylvania
$11.1M +$1.01M +3,379 +12%
HI
172
Harbour Investments
Wisconsin
$11M +$916K +3,070 +11%
KFSC
173
Keystone Financial Services (Colorado)
Colorado
$11M -$3.35M -11,223 -26%
TRCT
174
Tower Research Capital (TRC)
New York
$11M +$8.69M +29,131 +1,019%
IA
175
IFP Advisors
Florida
$10.9M +$4.2M +14,085 +79%
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