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
KPCM
626
Kings Point Capital Management
New York
$147K – – –
EI
627
Ellevest Inc
New York
$147K +$553 +3 +0.4%
IF
628
Integrity Financial
Wyoming
$147K +$149K +806 New
BFEC
629
Benjamin F. Edwards & Company
Missouri
$145K – – –
SCA
630
Stonebridge Capital Advisors
Minnesota
$133K +$29.1K +158 +28%
HFM
631
Hartford Financial Management
Connecticut
$131K – – –
TC
632
TAP Consulting
Missouri
$128K +$130K +705 New
ST
633
Smithfield Trust
Pennsylvania
$125K – – –
CWP
634
Concord Wealth Partners
Virginia
$117K +$118K +641 New
PAI
635
Pittenger & Anderson Inc
Nebraska
$108K -$14.9K -81 -12%
BWM
636
Baystate Wealth Management
Massachusetts
$108K +$184 +1 +0.2%
AWM
637
Avior Wealth Management
Nebraska
$104K +$12.2K +66 +13%
MIFH
638
Migdal Insurance & Financial Holdings
Israel
$102K – – –
RPCA
639
Running Point Capital Advisors
California
$101K +$102K +553 New
COCM
640
Charter Oak Capital Management
New Hampshire
$99K – – –
BWL
641
Bogart Wealth LLC
Virginia
$97K – – –
AWM
642
Abound Wealth Management
Tennessee
$96.2K +$97.5K +529 New
FFA
643
Founders Financial Alliance
North Carolina
$87K -$38.3K -208 -30%
TCOV
644
Trust Company of Vermont
Vermont
$87K +$88.5K +480 New
FHA
645
First Horizon Advisors
Tennessee
$86K -$10.3K -56 -10%
SSB
646
Sandy Spring Bank
Maryland
$83K -$5.9K -32 -7%
EWM
647
Endurance Wealth Management
Rhode Island
$82K – – –
KTC
648
Kistler-Tiffany Companies
Pennsylvania
$76K -$3.87K -21 -5%
OSAM
649
O'Shaughnessy Asset Management
Connecticut
$73K +$22.1K +120 +43%
SC
650
SouthState Corp
Florida
$72K +$72.6K +394 New
24 25
26
27 28