We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
451
AllianceBernstein
Tennessee
$707K
FWP
452
Firethorn Wealth Partners
Georgia
$703K +$463K +2,168 +166%
RFP
453
RCS Financial Planning
Maryland
$697K +$25.6K +120 +4%
CWM
454
Congress Wealth Management
Massachusetts
$694K +$721K +3,372 New
MWM
455
MBE Wealth Management
Wisconsin
$688K -$37.6K -176 -5%
ICP
456
Interchange Capital Partners
Pennsylvania
$686K -$6.2K -29 -0.8%
BAM
457
Belpointe Asset Management
Nevada
$685K -$9.4K -44 -1%
APC
458
Aspire Private Capital
North Carolina
$683K +$6.62K +31 +0.9%
NS
459
NBC Securities
Alabama
$682K +$721K +3,372 +168,600%
MG
460
Mather Group
Illinois
$680K +$161K +754 +29%
JWBC
461
John W. Brooker & Co
California
$676K -$49.6K -232 -6%
RCAG
462
Rehmann Capital Advisory Group
Michigan
$675K
GT
463
Glenmede Trust
Pennsylvania
$672K
ATC
464
Advantage Trust Company
Kansas
$667K
CFS
465
CRA Financial Services
New Jersey
$653K -$2.14K -10 -0.3%
EA
466
Ergawealth Advisors
Illinois
$651K +$258K +1,207 +60%
FIM
467
Freedom Investment Management
Connecticut
$648K +$142K +665 +26%
Wolverine Trading
468
Wolverine Trading
Illinois
$646K +$687K +3,214 New
PA
469
Pinnacle Associates
New York
$645K +$265K +1,239 +64%
BWA
470
Burt Wealth Advisors
Maryland
$643K
RWS
471
Retirement Wealth Solutions
Wisconsin
$638K +$168K +785 +33%
DWM
472
Dakota Wealth Management
Florida
$637K -$31.2K -146 -4%
AAG
473
Armstrong Advisory Group
Massachusetts
$633K
BW
474
Blalock Williams
Alabama
$633K +$59.4K +278 +10%
GF
475
Gries Financial
Ohio
$620K