We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Level Four Advisory Services
451
Level Four Advisory Services
Texas
$458K -$155K -1,011 -26%
SWAG
452
Spectrum Wealth Advisory Group
California
$457K -$433K -2,828 -50%
TSS
453
Two Sigma Securities
New York
$450K +$428K +2,793 New
Allworth Financial
454
Allworth Financial
California
$445K +$331K +2,161 +363%
Kingsview Wealth Management
455
Kingsview Wealth Management
Oregon
$444K -$621K -4,052 -60%
Merit Financial Group
456
Merit Financial Group
Georgia
$441K – – –
OPCM
457
Osborne Partners Capital Management
California
$440K -$238K -1,555 -36%
PJSIMP
458
P.J. Schmidt Investment Management (PJS)
Wisconsin
$440K -$18.7K -122 -4%
SWP
459
Summit Wealth Partners
Florida
$433K -$483K -3,151 -54%
HWM
460
Hemington Wealth Management
Virginia
$427K +$405K +2,645 New
SWM
461
Sugarloaf Wealth Management
Georgia
$420K -$43.5K -284 -10%
BMWM
462
Brown Miller Wealth Management
Virginia
$420K +$399K +2,605 New
Park Avenue Securities
463
Park Avenue Securities
New York
$405K -$35.4K -231 -8%
FNBTCON
464
First National Bank & Trust Co of Newtown
Pennsylvania
$404K +$39.5K +258 +11%
Northern Trust
465
Northern Trust
Illinois
$402K +$65.1K +425 +21%
GI
466
Glovista Investments
New Jersey
$398K -$627K -4,095 -62%
MA
467
Mezzasalma Advisors
New Jersey
$396K +$376K +2,455 New
AWA
468
Arete Wealth Advisors
Illinois
$393K -$1.03M -6,710 -73%
CA
469
Calton & Associates
Florida
$392K +$372K +2,430 New
Personal Capital Advisors
470
Personal Capital Advisors
California
$386K +$47.8K +312 +15%
BHB
471
Bank Hapoalim BM
Israel
$377K – – –
SFG
472
Summit Financial Group
West Virginia
$375K – – –
RIM
473
Regent Investment Management
Kentucky
$363K +$124K +807 +56%
HGWM
474
Horst & Graben Wealth Management
Oregon
$360K +$613 +4 +0.2%
NAM
475
NorthCoast Asset Management
Connecticut
$358K +$340K +2,220 New