We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
326
William Blair & Company
Illinois
$56K +$11.4K +104 +25%
EWM
327
Endurance Wealth Management
Rhode Island
$49K – – –
CAC
328
Certified Advisory Corp
Florida
$46K – – –
CHP
329
Cable Hill Partners
Oregon
$44K – – –
RFC
330
Regions Financial Corp
Alabama
$44K – – –
SIS
331
Sound Income Strategies
Florida
$39K -$3.39K -31 -8%
EWM
332
Elmwood Wealth Management
California
$38.4K – – –
AIS
333
Accurate Investment Solutions
Pennsylvania
$37K – – –
MPPLM
334
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$35K +$15.9K +145 +82%
WC
335
Whitney & Co
New York
$33K – – –
BWM
336
BerganKDV Wealth Management
Minnesota
$33K +$32.8K +300 New
DWM
337
Destination Wealth Management
California
$23K +$16.4K +150 +268%
KIG
338
Kessler Investment Group
Indiana
$22K +$22.2K +203 New
RAM
339
Riggs Asset Management
Pennsylvania
$21K – – –
PVH
340
Psagot Value Holdings
Israel
$17K – – –
WP
341
WealthShield Partners
North Carolina
$17K +$6.13K +56 +59%
AF
342
Advisornet Financial
Minnesota
$17K +$14.1K +129 +538%
HNB
343
Huntington National Bank
Ohio
$16K – – –
AIL
344
AGF Investments LLC
Ontario, Canada
$15K +$14.6K +133 +4,433%
JWM
345
Janiczek Wealth Management
Colorado
$15K +$15.3K +140 New
MCM
346
Mainstay Capital Management
Michigan
$14K +$13.6K +124 New
MWM
347
Mascoma Wealth Management
New Hampshire
$14K +$13.8K +126 New
FANJ
348
Financial Architects (New Jersey)
New Jersey
$13K +$4.93K +45 +64%
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.87K -$301K -2,750 -97%
NR
350
Newfound Research
Massachusetts
$8K -$5.36K -49 -41%