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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
176
Wealth Alliance
New York
$7.15M -$435K -1,733 -5%
AIM
177
Advyzon Investment Management
Illinois
$7.03M +$4.14M +16,461 +128%
DWA
178
Dorsey Wright & Associates
California
$7.01M +$4.38M +17,426 +148%
HI
179
Harbour Investments
Wisconsin
$7M -$1.41M -5,627 -16%
HTC
180
Haverford Trust Company
Pennsylvania
$6.95M +$864K +3,437 +13%
AWM
181
Apollon Wealth Management
South Carolina
$6.95M +$279K +1,112 +4%
CL
182
Choreo LLC
Illinois
$6.91M -$180K -716 -2%
SA
183
Sovran Advisors
California
$6.85M +$752K +2,992 +14%
PIA
184
Perennial Investment Advisors
California
$6.84M -$716K -2,851 -9%
I
185
INVST
Indiana
$6.54M -$335K -1,332 -5%
IFG
186
Independent Financial Group
California
$6.49M +$557K +2,217 +9%
BHWM
187
Bay Harbor Wealth Management
Maryland
$6.49M +$282K +1,124 +4%
MWM
188
Mascoma Wealth Management
New Hampshire
$6.48M -$374K -1,490 -5%
PS
189
Principal Securities
Iowa
$6.38M +$3.55M +14,137 +113%
WP
190
WealthShield Partners
North Carolina
$6.37M +$167K +666 +3%
SCA
191
Snowden Capital Advisors
New York
$6.37M +$1.72M +6,837 +35%
BWM
192
BCGM Wealth Management
Indiana
$6.29M +$138K +551 +2%
KWA
193
Kingswood Wealth Advisors
California
$6.29M -$577K -2,295 -8%
SWA
194
Sax Wealth Advisors
New Jersey
$6.27M – – –
VA
195
VestGen Advisors
Illinois
$6.21M +$2.49M +9,914 +94%
ACA
196
Atlas Capital Advisors
Wyoming
$6.17M – – –
PFA
197
Professional Financial Advisors
Nebraska
$6.1M +$703K +2,798 +12%
CA
198
Claro Advisors
Massachusetts
$6.03M +$260K +1,036 +4%
SPA
199
Sound Portfolio Advisors
Connecticut
$6.02M +$52.5K +209 +0.8%
UA
200
Unison Advisors
District of Columbia
$5.99M +$175K +695 +3%
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