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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
201
Peddock Capital Advisors
Massachusetts
$2.12M +$282K +1,616 +17%
BWIA
202
Bryant Woods Investment Advisors
New York
$2.11M -$3.1M -17,781 -61%
MCM
203
MAI Capital Management
Ohio
$2.08M -$97.4K -558 -5%
IA
204
IFP Advisors
Florida
$2.05M +$1.81M +10,368 +1,889%
SWP
205
Stratos Wealth Partners
Ohio
$2.01M -$4.45M -25,482 -70%
AWM
206
Avior Wealth Management
Nebraska
$2.01M -$257K -1,470 -12%
VA
207
Vident Advisory
Georgia
$2M +$1.51M +8,674 +433%
E3F
208
Eight 31 Financial
Texas
$1.99M -$562K -3,217 -23%
JWCA
209
J.W. Cole Advisors
Florida
$1.98M -$873 -5 -0%
DA
210
Detalus Advisors
Missouri
$1.97M -$33.5K -192 -2%
GA
211
Goldstein Advisors
Wisconsin
$1.96M +$12.4K +71 +0.7%
FAIM
212
Financial Advocates Investment Management
Washington
$1.95M +$74.2K +425 +4%
GCA
213
Genesee Capital Advisors
New York
$1.93M +$1.8M +10,314 New
SM
214
Sweeney & Michel
California
$1.93M +$1.82M +10,415 New
TC
215
TownSquare Capital
Utah
$1.92M -$2.06M -11,795 -53%
SWM
216
Spire Wealth Management
Virginia
$1.9M -$82K -470 -4%
KPWS
217
Kestra Private Wealth Services
Texas
$1.9M -$340K -1,950 -16%
CIAS
218
CFS Investment Advisory Services
New Jersey
$1.89M -$518K -2,968 -23%
NEPWA
219
New England Private Wealth Advisors
Massachusetts
$1.8M -$3.14K -18 -0.2%
AF
220
Allworth Financial
California
$1.8M -$67.2K -385 -4%
TA
221
TFB Advisors
Kansas
$1.79M +$374K +2,142 +27%
CWM
222
CCG Wealth Management
California
$1.79M – – –
CBFP
223
Cedar Brook Financial Partners
Ohio
$1.78M -$42.9K -246 -3%
EE
224
EWG Elevate
California
$1.72M +$1.6M +9,160 New
CCP
225
Cassia Capital Partners
North Carolina
$1.69M -$209K -1,195 -12%
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