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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
151
MGO One Seven
Ohio
$8.2M +$6.1M +24,889 +352%
BWM
152
Brickley Wealth Management
California
$8.07M – – –
CL
153
Choreo LLC
Illinois
$8.01M -$470K -1,919 -6%
RFM
154
Royal Fund Management
Florida
$8M -$2.66M -10,857 -26%
HFA
155
High Falls Advisors
New York
$7.9M -$52.4K -214 -0.7%
LWM
156
Liberty Wealth Management
California
$7.76M +$311K +1,269 +4%
SB
157
Strategic Blueprint
Georgia
$7.71M +$1.17M +4,790 +19%
TA
158
Tactive Advisors
Florida
$7.67M +$1.4M +5,725 +24%
SIA
159
Strategic Investment Advisors
Michigan
$7.61M +$25.3M +103,202 +274%
AIP
160
Alexis Investment Partners
Texas
$7.59M -$1.67M -6,826 -19%
LWA
161
Lineweaver Wealth Advisors
Ohio
$7.42M -$123K -504 -2%
CAG
162
Csenge Advisory Group
Florida
$7.31M -$111K -453 -2%
TF
163
Trek Financial
Arizona
$7.18M +$667K +2,725 +11%
MAG
164
Members Advisory Group
New York
$7.13M +$4.97M +20,299 +271%
MWM
165
Mascoma Wealth Management
New Hampshire
$7.1M +$460K +1,880 +7%
VA
166
Vident Advisory
Georgia
$7.09M +$1.42M +5,808 +27%
FFA
167
Farther Finance Advisors
California
$7.02M +$376K +1,537 +6%
KPWS
168
Kestra Private Wealth Services
Texas
$6.96M +$1.08M +4,412 +19%
KFGK
169
Keystone Financial Group (Kentucky)
Kentucky
$6.92M +$504K +2,056 +8%
PIA
170
Perennial Investment Advisors
California
$6.86M +$397K +1,620 +6%
KFSC
171
Keystone Financial Services (Colorado)
Colorado
$6.73M +$139K +567 +2%
EWA
172
Exencial Wealth Advisors
Oklahoma
$6.71M -$327K -1,337 -5%
DADC
173
D.A. Davidson & Co
Montana
$6.63M +$64.4K +263 +1%
AI
174
Atom Investors
Texas
$6.62M +$6.32M +25,821 New
NAM
175
NorthCrest Asset Manangement
Minnesota
$6.62M -$12.7K -52 -0.2%
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