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
JCM
701
Jacobi Capital Management
Pennsylvania
$621K +$5.37K +18 +1%
OBWG
702
Onyx Bridge Wealth Group
New York
$619K -$129K -433 -19%
WC
703
Waterloo Capital
Texas
$611K -$250K -839 -32%
CA
704
Continuum Advisory
Idaho
$609K -$15.5K -52 -3%
EL
705
EWA LLC
Pennsylvania
$609K +$101K +340 +24%
MGIA
706
Moneta Group Investment Advisors
Missouri
$605K -$55.2K -185 -9%
CPRPA
707
Cerity Partners Retirement Plan Advisors
New York
$602K +$524K +1,755 New
AFO
708
Arrowroot Family Office
California
$600K -$7.16K -24 -1%
CA
709
Clune & Associates
Illinois
$599K +$522K +1,748 New
TSMHT
710
Thurston Springer Miller Herd & Titak
Indiana
$599K +$518K +1,736 +17,360%
CA
711
Centennial Advisors
Texas
$598K +$521K +1,745 New
FMC
712
First Merchants Corp
Indiana
$598K – – –
CAM
713
Concorde Asset Management
Michigan
$593K -$109K -365 -17%
MW
714
Maia Wealth
Colorado
$593K -$52.5K -176 -9%
KFP
715
Kerr Financial Planning
California
$593K +$298 +1 +0.1%
TCOTS
716
Trust Company of the South
North Carolina
$591K +$37.3K +125 +8%
BMCM
717
Bryn Mawr Capital Management
Pennsylvania
$591K +$189K +633 +58%
XPN
718
XY Planning Network
Montana
$590K +$129K +431 +33%
SPWG
719
Syntegra Private Wealth Group
Missouri
$586K – – –
CWM
720
Centric Wealth Management
Illinois
$584K – – –
TFA
721
Teamwork Financial Advisors
Texas
$584K +$597 +2 +0.1%
FDCDDQ
722
Federation des caisses Desjardins du Quebec
Quebec, Canada
$583K +$6.27K +21 +1%
QC
723
Quent Capital
New York
$583K -$41.5K -139 -8%
EFMC
724
Empire Financial Management Company
New York
$580K -$10.4K -35 -2%
OC
725
Opinicus Capital
Florida
$579K +$6.86K +23 +1%
27 28
29
30 31