We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Glenmede Trust
351
Glenmede Trust
Pennsylvania
$659K -$24K -170 -3%
BFAG
352
Blackston Financial Advisory Group
Florida
$649K -$90K -638 -12%
VCA
353
Verdence Capital Advisors
Maryland
$644K -$70.5K -500 -10%
OCM
354
Orion Capital Management
California
$635K -$146K -1,033 -18%
9WM
355
9258 Wealth Management
Ohio
$610K – – –
BWM
356
BCGM Wealth Management
Indiana
$601K -$218K -1,543 -26%
BFA
357
Beacon Financial Advisory
Ohio
$600K -$131K -931 -18%
Financial Engines Advisors
358
Financial Engines Advisors
California
$597K -$30.1K -213 -5%
CFS
359
CRA Financial Services
New Jersey
$594K – – –
AWM
360
Alterna Wealth Management
Texas
$594K +$602K +4,269 New
CA
361
CGN Advisors
Kansas
$593K +$17.2K +122 +3%
HSBC Holdings
362
HSBC Holdings
United Kingdom
$591K -$2.23M -15,791 -79%
BWP
363
Bernardo Wealth Planning
Pennsylvania
$588K +$141 +1 +0%
ELI
364
Empire Life Investments
Ontario, Canada
$584K -$2.16M -15,300 -78%
PWM
365
Palumbo Wealth Management
New York
$565K -$30.2K -214 -5%
WEG
366
World Equity Group
Illinois
$558K +$360K +2,549 +45%
Dakota Wealth Management
367
Dakota Wealth Management
Florida
$554K -$44.4K -315 -7%
MFWP
368
Mosaic Family Wealth Partners
Missouri
$551K +$128K +910 +30%
WMR
369
Wealth Management Resources
Rhode Island
$550K +$52.2K +370 +10%
PAM
370
Peak Asset Management
Colorado
$532K -$1.14M -8,107 -68%
WCM
371
WealthBridge Capital Management
Ohio
$532K -$222K -1,571 -29%
Modera Wealth Management
372
Modera Wealth Management
New Jersey
$531K – – –
OWA
373
One Wealth Advisors
California
$523K -$2.93M -20,777 -85%
WF
374
Williams Financial
Vermont
$521K -$6.61M -46,821 -93%
Brookstone Capital Management
375
Brookstone Capital Management
Illinois
$519K -$1.68M -11,910 -77%