We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
576
Ancora Advisors
Ohio
$194K +$82.3K +498 +71%
SFSG
577
Sound Financial Strategies Group
Mississippi
$194K +$199K +1,205 New
GWS
578
Glassman Wealth Services
Virginia
$193K
SCA
579
Stonebridge Capital Advisors
Minnesota
$189K +$194K +1,173 New
Vontobel Holding
580
Vontobel Holding
Switzerland
$177K -$81.2K -491 -31%
NL
581
NKCFO LLC
Illinois
$177K
AWM
582
Accel Wealth Management
Iowa
$169K -$35.1K -212 -17%
William Blair & Company
583
William Blair & Company
Illinois
$169K +$24K +145 +16%
GT
584
Glenmede Trust
Pennsylvania
$163K -$22K -133 -12%
CL
585
COWA LLC
Oklahoma
$159K -$557K -3,371 -78%
KFS
586
Kelly Financial Services
Massachusetts
$159K +$163K +986 New
KFI
587
Key Financial Inc
Pennsylvania
$148K
CAAS
588
Capital Asset Advisory Services
Michigan
$145K -$5.29K -32 -3%
BWM
589
Baystate Wealth Management
Massachusetts
$143K +$147K +890 New
CIA
590
Cascade Investment Advisors
Oregon
$138K -$16.5K -100 -10%
FPB
591
First PREMIER Bank
South Dakota
$134K
KPCM
592
Kings Point Capital Management
New York
$130K
AW
593
Avion Wealth
Texas
$126K
AWA
594
Arkadios Wealth Advisors
Georgia
$120K +$89.4K +541 +260%
HFM
595
Hartford Financial Management
Connecticut
$116K
JWM
596
Janiczek Wealth Management
Colorado
$115K -$12.9M -78,075 -99%
AWM
597
Avior Wealth Management
Nebraska
$115K +$118K +716 New
ACM
598
Allred Capital Management
Texas
$115K -$166K -1,001 -58%
APC
599
Aspire Private Capital
North Carolina
$112K +$111K +674 +2,930%
PAI
600
Pittenger & Anderson Inc
Nebraska
$108K