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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
201
Professional Financial Advisors
Nebraska
$5.59M +$290K +1,714 +6%
NFG
202
Next Financial Group
Texas
$5.49M -$461K -2,720 -8%
JGC
203
J. Goldman & Co
New York
$5.42M -$5.85M -34,532 -52%
CPC
204
Consolidated Planning Corp
Georgia
$5.39M +$72.7K +429 +1%
PA
205
Parallel Advisors
California
$5.11M -$515K -3,043 -9%
PFA
206
Pettinga Financial Advisors
Indiana
$5.11M +$52.7K +311 +1%
PAMG
207
Patton Albertson Miller Group
Tennessee
$5.05M +$433K +2,557 +10%
CCA
208
Cadent Capital Advisors
Oklahoma
$4.88M +$133K +787 +3%
HPC
209
Hobart Private Capital
North Carolina
$4.86M -$132K -781 -3%
RWG
210
Regal Wealth Group
California
$4.71M -$3.63M -21,439 -44%
CIAS
211
Capital Investment Advisory Services
North Carolina
$4.71M +$130K +770 +3%
IAN
212
Integrated Advisors Network
Texas
$4.71M +$1.31M +7,728 +40%
AFP
213
Ausdal Financial Partners
Iowa
$4.68M +$363K +2,141 +9%
SFS
214
Sowell Financial Services
Arkansas
$4.64M -$1.87M -11,043 -29%
DADC
215
D.A. Davidson & Co
Montana
$4.55M +$216K +1,276 +5%
LCC
216
Lincoln Capital Corp
Rhode Island
$4.52M -$708K -4,180 -14%
SHJ
217
Sharkey, Howes & Javer
Colorado
$4.47M +$778K +4,592 +22%
EWA
218
Exencial Wealth Advisors
Oklahoma
$4.47M +$174K +1,028 +4%
IWP
219
Icon Wealth Partners
Texas
$4.46M +$472K +2,785 +12%
FA
220
Fermata Advisors
California
$4.42M -$256K -1,513 -6%
UWPG
221
Ullmann Wealth Partners Group
Florida
$4.38M +$990K +5,847 +30%
MWP
222
Meridian Wealth Partners
Pennsylvania
$4.23M +$96K +567 +2%
NR
223
Newfound Research
Massachusetts
$4.21M +$1.04M +6,155 +34%
SWP
224
Strategic Wealth Partners
Ohio
$4.12M -$121K -715 -3%
FFN
225
Focus Financial Network
Minnesota
$4.09M +$413K +2,436 +12%
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