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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
201
Sax Wealth Advisors
New Jersey
$6.27M +$963K +3,836 +18%
SPA
202
Sound Portfolio Advisors
Connecticut
$6.23M +$6.25M +24,890 New
IFG
203
Independent Financial Group
California
$6.22M +$2.45M +9,740 +65%
AC
204
Avant Capital
Louisiana
$6.2M -$110K -437 -2%
IA
205
IFG Advisory
Georgia
$6.14M +$25.6K +102 +0.4%
UA
206
Unison Advisors
District of Columbia
$6.08M +$134K +534 +2%
GIA
207
Gladstone Institutional Advisory
Florida
$6.06M +$87.9K +350 +1%
CA
208
Claro Advisors
Massachusetts
$6.04M +$2.63M +10,485 +77%
3F
209
360 Financial
Minnesota
$6.02M -$136K -541 -2%
TWM
210
Tradition Wealth Management
Minnesota
$6.01M +$162K +644 +3%
CAM
211
Cozad Asset Management
Illinois
$5.77M -$256K -1,020 -4%
BBWP
212
Beacon Bridge Wealth Partners
Pennsylvania
$5.66M +$2.49M +9,932 +78%
PFA
213
Professional Financial Advisors
Nebraska
$5.66M -$17.8K -71 -0.3%
SWP
214
ShoreHaven Wealth Partners
New Jersey
$5.64M +$2.33M +9,276 +70%
MWM
215
Modern Wealth Management
Kansas
$5.49M +$3.4M +13,546 +162%
SA
216
Sovran Advisors
California
$5.43M +$1.07M +4,260 +25%
FPW
217
Fairvoy Private Wealth
Alabama
$5.33M +$67.3K +268 +1%
AF
218
Allworth Financial
California
$5.22M +$304K +1,211 +6%
DWM
219
Diversify Wealth Management
Utah
$5.21M +$4.59M +18,297 +1,004%
TL
220
Tradewinds LLC
North Carolina
$5.18M -$503K -2,005 -9%
CWA
221
Clarus Wealth Advisors
Arizona
$5.17M +$172K +686 +4%
XT
222
XTX Topco
Cayman Islands
$5.14M +$5.16M +20,542 New
FBFS
223
First Business Financial Services
Wisconsin
$5.09M – – –
JWCA
224
J.W. Cole Advisors
Florida
$5.07M +$2.26K +9 +0%
JFG
225
Jefferies Financial Group
New York
$5.06M +$4.53M +18,061 +843%
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