We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
O3W
476
Omni 360 Wealth
New Jersey
$586K -$26K -124 -4%
PWM
477
Palumbo Wealth Management
New York
$585K +$1.68K +8 +0.3%
KFGG
478
Keystone Financial Group (Georgia)
Georgia
$584K +$591K +2,822 New
Vise Technologies
479
Vise Technologies
New York
$582K -$59.9K -286 -9%
Pathstone Holdings
480
Pathstone Holdings
New Jersey
$581K -$2.51K -12 -0.4%
JAA
481
Joel Adams & Associates
North Carolina
$581K +$588K +2,807 New
IAG
482
Investment Advisory Group
Massachusetts
$577K +$210 +1 +0%
CA
483
CGN Advisors
Kansas
$573K -$105K -499 -15%
MFWP
484
Mosaic Family Wealth Partners
Missouri
$566K +$9.43K +45 +2%
LWM
485
LongView Wealth Management
Georgia
$565K +$11.3K +54 +2%
PPWM
486
Perissos Private Wealth Management
Oklahoma
$564K -$18.9K -90 -3%
LSA
487
Lion Street Advisors
Texas
$560K +$152K +727 +37%
WEG
488
World Equity Group
Illinois
$558K +$261K +1,244 +86%
AWA
489
Amplius Wealth Advisors
Pennsylvania
$557K – – –
MCC
490
Money Concepts Capital
Florida
$548K +$198K +945 +55%
LIA
491
LS Investment Advisors
Michigan
$548K – – –
Level Four Advisory Services
492
Level Four Advisory Services
Texas
$544K -$27.7K -132 -5%
HWM
493
Hemington Wealth Management
Virginia
$542K – – –
Busey Bank
494
Busey Bank
Illinois
$542K -$36.5K -174 -6%
TWM
495
Trueblood Wealth Management
Ohio
$541K +$153K +729 +39%
KWAG
496
Kiely Wealth Advisory Group
North Carolina
$540K +$173K +826 +53%
Mather Group
497
Mather Group
Illinois
$540K +$415K +1,983 +317%
GSEP
498
Golden State Equity Partners
California
$534K +$37.3K +178 +7%
FIM
499
Freedom Investment Management
Connecticut
$526K +$143K +684 +37%
MIM
500
MTM Investment Management
South Carolina
$522K -$210 -1 -0%