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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
176
Clarus Wealth Advisors
Arizona
$4.44M +$3.1M +21,728 +254%
NFG
177
Next Financial Group
Texas
$4.41M +$456K +3,190 +12%
AI
178
Atria Investments
North Carolina
$4.39M +$284K +1,991 +7%
VC
179
Veracity Capital
Georgia
$4.37M +$3.71M +25,936 +698%
CPC
180
Consolidated Planning Corp
Georgia
$4.23M -$75.6K -529 -2%
VC
181
Vicus Capital
Pennsylvania
$4.18M +$70.4K +493 +2%
FIG
182
FundX Investment Group
California
$4.17M -$115K -802 -3%
LCC
183
Lincoln Capital Corp
Rhode Island
$4.16M -$19K -133 -0.5%
FAAS
184
First Allied Advisory Services
California
$4.13M +$2.24M +15,664 +127%
WP
185
WealthSource Partners
California
$4.09M -$767K -5,370 -16%
AC
186
Apella Capital
Connecticut
$4.08M +$515K +3,601 +15%
EWA
187
Exencial Wealth Advisors
Oklahoma
$4.03M +$305K +2,134 +8%
AFP
188
Ausdal Financial Partners
Iowa
$4.02M +$51.6K +361 +1%
DC
189
Davenport & Co
Virginia
$3.9M -$94.9K -664 -2%
CFD
190
Creative Financial Designs
Indiana
$3.82M -$5.83M -40,806 -61%
PFA
191
Plotkin Financial Advisors
Maryland
$3.72M -$2.65M -18,539 -42%
DADC
192
D.A. Davidson & Co
Montana
$3.66M -$156K -1,091 -4%
AAS
193
Avantax Advisory Services
Texas
$3.55M +$1.76M +12,321 +105%
FIA
194
Foundations Investment Advisors
Arizona
$3.53M +$1.21M +8,473 +54%
SWP
195
Strategic Wealth Partners
Ohio
$3.51M -$2.46M -17,188 -42%
NEPWA
196
New England Private Wealth Advisors
Massachusetts
$3.48M +$174K +1,219 +5%
SL
197
Stevard LLC
Illinois
$3.45M -$43.1K -302 -1%
BCI
198
Brinker Capital Investments
Pennsylvania
$3.3M +$78.4K +549 +3%
GCA
199
Genesee Capital Advisors
New York
$3.28M -$51.3K -359 -2%
NA
200
NewEdge Advisors
Louisiana
$3.2M +$1.73M +12,102 +126%
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