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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
176
Advantage Trust Company
Kansas
$3.03M – – –
CAM
177
Cresset Asset Management
Illinois
$3.02M +$966K +5,536 +52%
PFS
178
Prospera Financial Services
Texas
$2.97M +$2.76M +15,835 New
CSS
179
Cubist Systematic Strategies
Connecticut
$2.94M +$2.74M +15,699 New
AGAM
180
Audent Global Asset Management
California
$2.88M +$53.6K +307 +2%
SPC
181
Sigma Planning Corp
Michigan
$2.82M +$1.91M +10,968 +267%
SOS
182
Silver Oak Securities
Tennessee
$2.82M +$171K +978 +7%
DCM
183
Donaldson Capital Management
Indiana
$2.82M -$770K -4,412 -23%
OWG
184
Oxford Wealth Group
Florida
$2.8M +$2.61M +14,960 New
NA
185
NewEdge Advisors
Louisiana
$2.76M +$1.4M +7,998 +119%
VA
186
Valmark Advisers
Ohio
$2.63M -$6.98K -40 -0.3%
LPT
187
Legacy Private Trust
Wisconsin
$2.61M -$457K -2,620 -16%
AAS
188
Avantax Advisory Services
Texas
$2.52M -$122K -698 -5%
WWM
189
Western Wealth Management
Colorado
$2.44M +$161K +924 +8%
DWA
190
Dorsey Wright & Associates
California
$2.42M -$281K -1,612 -11%
LNC
191
Lincoln National Corp
Pennsylvania
$2.39M +$298K +1,709 +15%
WCG
192
Weaver Consulting Group
California
$2.36M -$136K -779 -6%
BIA
193
Biondo Investment Advisors
Pennsylvania
$2.36M +$42.8K +245 +2%
SAM
194
Smartleaf Asset Management
Massachusetts
$2.26M +$817K +4,683 +63%
PA
195
Parallel Advisors
California
$2.26M -$23.9K -137 -1%
GWM
196
Geneos Wealth Management
Colorado
$2.22M +$112K +640 +6%
FA
197
Fermata Advisors
California
$2.21M -$68.9K -395 -3%
JSW
198
Journey Strategic Wealth
New Jersey
$2.15M +$8.38K +48 +0.4%
SFS
199
Security Financial Services
Indiana
$2.14M -$3.52M -20,186 -64%
CAG
200
Crestwood Advisors Group
Massachusetts
$2.13M +$125K +719 +7%
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