We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
376
Successful Portfolios
Florida
$257K +$260K +2,153 New
PFA
377
Pettinga Financial Advisors
Indiana
$257K +$260K +2,157 New
MSR
378
Main Street Research
Connecticut
$254K – – –
MIM
379
Moseley Investment Management
Florida
$253K +$255K +2,119 New
PCA
380
Personal Capital Advisors
California
$250K +$253K +2,097 New
VFA
381
Valeo Financial Advisors
Indiana
$249K -$14.2K -118 -5%
SWM
382
Sequoia Wealth Management
Illinois
$247K +$39.3K +326 +19%
MIH
383
Meitav Investment House
Israel
$243K – – –
CW
384
CreativeOne Wealth
Kansas
$240K -$13.6K -113 -5%
WAM
385
Weatherly Asset Management
California
$240K -$12.1K -100 -5%
GM
386
GeoWealth Management
Illinois
$240K +$243K +2,013 New
TPA
387
Trivium Point Advisory
Connecticut
$239K -$76.7K -636 -24%
EWA
388
Exencial Wealth Advisors
Oklahoma
$233K +$236K +1,958 New
NIPH
389
NN Investment Partners Holdings
Netherlands
$232K -$1.63M -13,555 -87%
CRWM
390
Castle Rock Wealth Management
California
$229K -$4.1K -34 -2%
JC
391
Jentner Corp
Ohio
$228K +$230K +1,911 New
SIA
392
Strategic Investment Advisors
Michigan
$223K +$14.9K +124 +7%
FPGK
393
Financial Partners Group (Kansas)
Kansas
$218K -$20.1K -167 -8%
AAP
394
Arax Advisory Partners
Colorado
$218K -$16.6K -138 -7%
SAM
395
Shamrock Asset Management
Texas
$218K +$49.4K +410 +29%
WS
396
Wedbush Securities
California
$210K -$243K -2,019 -53%
OFG
397
OmniStar Financial Group
North Carolina
$207K +$603 +5 +0.3%
FGAM
398
Financial Gravity Asset Management
Texas
$195K +$197K +1,638 New
IFAM
399
Institutional & Family Asset Management
Colorado
$194K +$723 +6 +0.4%
FCA
400
FinTrust Capital Advisors
South Carolina
$193K -$362 -3 -0.2%
14 15
16
17 18