We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
601
Blue Bell Private Wealth Management
Pennsylvania
$2.65K – – –
SMA
602
Sage Mountain Advisors
Georgia
$2.52K -$12.7K -88 -83%
OP
603
ORG Partners
Indiana
$2.32K -$24.4K -169 -91%
OLVIG
604
Oliver Lagore Vanvalin Investment Group
Michigan
$2.23K -$5.05K -35 -69%
DFA
605
DHJJ Financial Advisors
Illinois
$2.19K +$2.31K +16 New
MWM
606
Mascoma Wealth Management
New Hampshire
$2.1K – – –
GA
607
GoalVest Advisory
New York
$2.1K +$2.17K +15 New
AA
608
Ancora Advisors
Ohio
$2.1K -$722 -5 -25%
CA
609
Centerpoint Advisors
Massachusetts
$2K – – –
TFGT
610
TS Financial Group (TSFG)
Illinois
$2K – – –
SIC
611
Salem Investment Counselors
North Carolina
$1.96K -$35.9K -249 -95%
FCAS
612
First Command Advisory Services
Texas
$1.68K +$1.73K +12 New
TAM
613
Tucker Asset Management
Colorado
$1.26K – – –
VF
614
VitalStone Financial
Texas
$1K -$1.12M -7,765 -100%
NSIM
615
North Star Investment Management
Illinois
$838 – – –
FRA
616
Front Row Advisors
California
$573 -$4.47K -31 -89%
IFAM
617
Institutional & Family Asset Management
Colorado
$419 -$2.45K -17 -85%
IPW
618
Impact Partnership Wealth
Georgia
$419 -$577 -4 -57%
GJIA
619
Glass Jacobson Investment Advisors
Maryland
$280 +$289 +2 New
HWP
620
Highline Wealth Partners
California
$140 +$144 +1 New
DLIC
621
Daido Life Insurance Company
Japan
– -$25.5M -176,813 Closed
BMM
622
Berkshire Money Management
Massachusetts
– -$7.39M -51,237 Closed
HCA
623
Heck Capital Advisors
Wisconsin
– -$5.17M -35,858 Closed
AT
624
Arden Trust
Delaware
– -$5.09M -35,308 Closed
NL
625
Navalign LLC
California
– -$4.13M -28,617 Closed
23 24
25
26 27