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
WANY
676
Wealthspire Advisors (New York)
New York
$335K -$37.5K -172 -11%
ST
677
Smithfield Trust
Pennsylvania
$334K +$15.7K +72 +5%
JSL
678
JT Stratford LLC
Georgia
$334K -$10.7K -49 -3%
CCM
679
Coldstream Capital Management
Washington
$332K +$45.8K +210 +18%
OBWG
680
Onyx Bridge Wealth Group
New York
$331K -$4.14K -19 -1%
JCFM
681
JBR Co Financial Management
Oklahoma
$330K -$17.7K -81 -6%
DWP
682
Destiny Wealth Partners
Florida
$330K – – –
UWM
683
USAdvisors Wealth Management
Minnesota
$330K +$268K +1,229 +859%
SP
684
Successful Portfolios
Florida
$330K – – –
SFC
685
SYM Financial Corp
Indiana
$316K +$59.6K +273 +26%
VIM
686
Vista Investment Management
Pennsylvania
$316K – – –
SWP
687
Semus Wealth Partners
Florida
$314K -$1.96K -9 -0.7%
CWA
688
CogentBlue Wealth Advisors
Tennessee
$313K -$46K -211 -14%
KLI
689
Kelman-Lazarov Inc
Tennessee
$313K – – –
BFA
690
Bragg Financial Advisors
North Carolina
$312K +$284K +1,300 New
LCC
691
Lincoln Capital Corp
Rhode Island
$311K -$58.3K -267 -17%
CFA
692
Camarda Financial Advisors
Florida
$311K +$283K +1,295 New
PMG
693
ProVise Management Group
Florida
$310K – – –
MWM
694
Meridian Wealth Management
Kentucky
$309K -$13.5K -62 -5%
RW
695
Rede Wealth
Virginia
$309K -$3.71K -17 -1%
AA
696
Advisory Alpha
Michigan
$306K -$36.2K -166 -12%
OCM
697
Orion Capital Management
California
$306K – – –
AWE
698
Avidian Wealth Enterprises
Texas
$306K -$7.64K -35 -3%
VC
699
Vicus Capital
Pennsylvania
$306K -$184K -842 -40%
HWA
700
HMV Wealth Advisors
Louisiana
$305K – – –
26 27
28
29 30