We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
451
Glenmede Trust
Pennsylvania
$688K
AWA
452
Arkadios Wealth Advisors
Georgia
$683K +$230K +1,097 +50%
DWM
453
Dakota Wealth Management
Florida
$682K -$9.43K -45 -1%
ATC
454
Advantage Trust Company
Kansas
$682K
BAM
455
Belpointe Asset Management
Nevada
$678K
CFS
456
CRA Financial Services
New Jersey
$671K -$16.8K -80 -2%
BWA
457
Burt Wealth Advisors
Maryland
$658K
Bessemer Group
458
Bessemer Group
New Jersey
$658K +$386K +1,843 +138%
BW
459
Bison Wealth
Georgia
$651K +$27.9K +133 +4%
MW
460
Maia Wealth
Colorado
$650K +$57.4K +274 +10%
GF
461
Gries Financial
Ohio
$634K +$10.1K +48 +2%
AAG
462
Armstrong Advisory Group
Massachusetts
$633K +$210 +1 +0%
ES
463
Eagle Strategies
New York
$627K +$1.26K +6 +0.2%
BWA
464
BCU Wealth Advisors
Illinois
$620K +$628K +2,996 New
CA
465
Clearstead Advisors
Ohio
$619K
BWP
466
Bernardo Wealth Planning
Pennsylvania
$618K
DWM
467
Dopkins Wealth Management
New York
$608K +$616K +2,940 New
BFG
468
Baron Financial Group
New Jersey
$608K -$6.29K -30 -1%
AGP
469
Aspire Growth Partners
Florida
$601K +$608K +2,903 New
SFSG
470
Sound Financial Strategies Group
Mississippi
$596K +$268K +1,281 +80%
CRI
471
Commonwealth Retirement Investments
Virginia
$594K +$601K +2,870 New
BW
472
Blalock Williams
Alabama
$590K +$598K +2,852 New
WAL
473
W Advisors LLC
Tennessee
$589K +$596K +2,846 New
CCC
474
Compass Capital Corp
Massachusetts
$588K +$552K +2,634 New
O3W
475
Omni 360 Wealth
New Jersey
$586K -$26K -124 -4%