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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
201
Cozad Asset Management
Illinois
$5.64M +$185K +1,095 +3%
PFA
202
Professional Financial Advisors
Nebraska
$5.59M +$290K +1,714 +6%
NFG
203
Next Financial Group
Texas
$5.49M -$461K -2,720 -8%
JGC
204
J. Goldman & Co
New York
$5.42M -$5.85M -34,532 -52%
CPC
205
Consolidated Planning Corp
Georgia
$5.39M +$72.7K +429 +1%
PA
206
Parallel Advisors
California
$5.11M -$515K -3,043 -9%
PFA
207
Pettinga Financial Advisors
Indiana
$5.11M +$52.7K +311 +1%
PAMG
208
Patton Albertson Miller Group
Tennessee
$5.05M +$433K +2,557 +10%
CCA
209
Cadent Capital Advisors
Oklahoma
$4.88M +$133K +787 +3%
HPC
210
Hobart Private Capital
North Carolina
$4.86M -$132K -781 -3%
RWG
211
Regal Wealth Group
California
$4.71M -$3.63M -21,439 -44%
CIAS
212
Capital Investment Advisory Services
North Carolina
$4.71M +$130K +770 +3%
IAN
213
Integrated Advisors Network
Texas
$4.71M +$1.31M +7,728 +40%
AFP
214
Ausdal Financial Partners
Iowa
$4.68M +$363K +2,141 +9%
SFS
215
Sowell Financial Services
Arkansas
$4.64M -$1.87M -11,043 -29%
DADC
216
D.A. Davidson & Co
Montana
$4.55M +$216K +1,276 +5%
LCC
217
Lincoln Capital Corp
Rhode Island
$4.52M -$708K -4,180 -14%
SHJ
218
Sharkey, Howes & Javer
Colorado
$4.47M +$778K +4,592 +22%
EWA
219
Exencial Wealth Advisors
Oklahoma
$4.47M +$174K +1,028 +4%
IWP
220
Icon Wealth Partners
Texas
$4.46M +$472K +2,785 +12%
FA
221
Fermata Advisors
California
$4.42M -$256K -1,513 -6%
UWPG
222
Ullmann Wealth Partners Group
Florida
$4.38M +$990K +5,847 +30%
MWP
223
Meridian Wealth Partners
Pennsylvania
$4.23M +$96K +567 +2%
NR
224
Newfound Research
Massachusetts
$4.21M +$1.04M +6,155 +34%
SWP
225
Strategic Wealth Partners
Ohio
$4.12M -$121K -715 -3%
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