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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
151
American Portfolios Advisors
New York
$4.96M +$326K +2,686 +7%
CF
152
Copperwynd Financial
Arizona
$4.93M +$4.77M +39,275 New
SFPM
153
Sensible Financial Planning & Management
Massachusetts
$4.87M +$2.85M +23,451 +153%
BCI
154
Brinker Capital Investments
Pennsylvania
$4.66M +$780K +6,427 +21%
BFA
155
Beaumont Financial Advisors
Massachusetts
$4.65M +$437K +3,598 +11%
FLA
156
Financial Life Advisors
Texas
$4.38M -$62K -511 -1%
MWA
157
Meridian Wealth Advisors
Texas
$4.37M +$484K +3,988 +13%
PFA
158
Professional Financial Advisors
Nebraska
$4.37M +$4.22M +34,765 New
RCS
159
Retirement Capital Strategies
California
$4.26M +$89.3K +736 +2%
VC
160
Vicus Capital
Pennsylvania
$4.14M -$49.4K -407 -1%
GFPC
161
Global Financial Private Capital
Florida
$4.14M +$304K +2,506 +8%
BRWA
162
B. Riley Wealth Advisors
Florida
$4.13M -$585K -4,825 -13%
AI
163
Atria Investments
North Carolina
$4.12M -$3.86M -31,823 -49%
LCC
164
Lincoln Capital Corp
Rhode Island
$4.1M +$2M +16,487 +102%
SA
165
Shilanski & Associates
Alaska
$4.04M +$61.8K +509 +2%
GVAG
166
Great Valley Advisor Group
Delaware
$4.02M -$7.75M -63,829 -67%
PPWM
167
PFG Private Wealth Management
Florida
$3.98M +$3.85M +31,693 New
MFS
168
Madrona Financial Services
Washington
$3.94M +$29.7K +245 +0.8%
WAS
169
Wealth Advisory Solutions
Indiana
$3.93M +$3.8M +31,283 New
NFG
170
Next Financial Group
Texas
$3.91M -$506K -4,172 -12%
RFM
171
Royal Fund Management
Florida
$3.81M +$208K +1,718 +6%
JIP
172
Jaffetilchin Investment Partners
Florida
$3.77M -$18.4K -152 -0.5%
ETS
173
ESL Trust Services
New York
$3.52M +$3.4M +28,000 New
CCMG
174
Clark Capital Management Group
Pennsylvania
$3.5M -$59.3M -488,441 -95%
DWM
175
Darwin Wealth Management
Florida
$3.37M -$507K -4,177 -13%
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