We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Centric Wealth Management
Illinois
$288K -$57.5K -409 -17%
CWM
427
Certus Wealth Management
California
$287K +$279K +1,987 New
BOPW
428
Brandywine Oak Private Wealth
Pennsylvania
$285K – – –
RFN
429
RDA Financial Network
Iowa
$282K -$81.5K -580 -23%
VWA
430
V Wealth Advisors
Kansas
$281K – – –
PFS
431
Prospera Financial Services
Texas
$280K -$102K -724 -27%
PA
432
Pinnacle Associates
New York
$274K -$118K -840 -31%
PWMAG
433
Pinnacle Wealth Management Advisory Group
New Jersey
$274K -$110K -780 -29%
Members Trust
434
Members Trust
Florida
$273K +$266K +1,893 New
AA
435
Advisory Alpha
Michigan
$272K +$15.5K +110 +6%
GSEP
436
Golden State Equity Partners
California
$272K +$265K +1,888 New
AAM
437
Augustine Asset Management
Florida
$272K – – –
MA
438
Mezzasalma Advisors
New Jersey
$271K -$22.9K -163 -8%
PAG
439
Private Advisory Group
Washington
$271K -$224K -1,593 -46%
FFA
440
Farther Finance Advisors
California
$271K -$244K -1,735 -48%
JCM
441
Jacobi Capital Management
Pennsylvania
$269K – – –
SWA
442
Strategies Wealth Advisors
Michigan
$269K +$262K +1,862 New
PCM
443
Parsons Capital Management
Rhode Island
$267K -$6.75K -48 -3%
MMM
444
Mendel Money Management
Illinois
$267K +$260K +1,851 New
OPCM
445
Osborne Partners Capital Management
California
$267K – – –
FWP
446
FAS Wealth Partners
Kansas
$266K +$844 +6 +0.3%
RW
447
Rede Wealth
Virginia
$265K -$18.7K -133 -7%
DWM
448
Darwin Wealth Management
Florida
$263K -$19.1K -136 -7%
FFA
449
Fortune Financial Advisors
Kansas
$263K +$256K +1,823 New
PWAG
450
Polaris Wealth Advisory Group
California
$262K -$116K -828 -31%