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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
C
151
Clearshares
New York
$1.97M +$2.06M +18,897 New
DC
152
Davenport & Co
Virginia
$1.95M +$707K +6,485 +55%
Invesco
153
Invesco
Georgia
$1.9M +$297K +2,730 +18%
IWP
154
Icon Wealth Partners
Texas
$1.87M +$1.43M +13,115 +291%
IWC
155
Integrated Wealth Concepts
Massachusetts
$1.86M +$72.7K +667 +4%
CWM
156
Cornerstone Wealth Management
Missouri
$1.82M +$813K +7,462 +72%
CS
157
Comerica Securities
Michigan
$1.78M +$826K +7,583 +82%
CAM
158
Concorde Asset Management
Michigan
$1.78M +$1.33M +12,188 +266%
FEG
159
Financial Enhancement Group
Indiana
$1.76M +$167K +1,531 +10%
PMG
160
ProVise Management Group
Florida
$1.7M -$566K -5,192 -24%
RFM
161
Royal Fund Management
Florida
$1.66M +$1.64M +15,054 +2,448%
TWA
162
Tillar-Wenstrup Advisors
Ohio
$1.61M -$11.2M -102,923 -87%
PCM
163
Penserra Capital Management
California
$1.58M -$509K -4,671 -24%
NFG
164
Next Financial Group
Texas
$1.56M +$1.61M +14,740 New
AEPG
165
American Economic Planning Group
New Jersey
$1.55M +$1.6M +14,677 New
MSAM
166
Moloney Securities Asset Management
Missouri
$1.5M +$246K +2,256 +19%
SWA
167
SFMG Wealth Advisors
Texas
$1.48M +$1.3M +11,965 +605%
NEPWA
168
New England Private Wealth Advisors
Massachusetts
$1.44M +$1.49M +13,629 New
GWM
169
Geneos Wealth Management
Colorado
$1.43M +$961K +8,820 +190%
DE
170
Day & Ennis
Georgia
$1.42M +$747K +6,853 +105%
AIP
171
Ahrens Investment Partners
Louisiana
$1.42M +$1.06M +9,728 +267%
JIP
172
Jaffetilchin Investment Partners
Florida
$1.41M +$1.02M +9,321 +236%
CG
173
Cutler Group
California
$1.4M +$1.35M +12,357 +1,373%
BCP
174
Blackhawk Capital Partners
Wisconsin
$1.34M -$72K -661 -5%
WCG
175
Wall Capital Group
Arizona
$1.31M +$532K +4,883 +65%
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