We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
701
HBK Sorce Advisory
Pennsylvania
$397K +$14.3K +57 +4%
CSPIA
702
Cary Street Partners Investment Advisory
Virginia
$397K +$398K +1,587 New
SAM
703
Strategy Asset Managers
California
$394K +$145K +578 +58%
BWM
704
Benson Wealth Management
Tennessee
$391K +$392K +1,562 New
Pathstone Holdings
705
Pathstone Holdings
New Jersey
$391K -$215K -855 -35%
CA
706
Calton & Associates
Florida
$390K -$272K -1,084 -41%
BFG
707
Baron Financial Group
New Jersey
$389K -$5.02K -20 -1%
VC
708
Veracity Capital
Georgia
$385K +$111K +443 +40%
WAP
709
Wealthcare Advisory Partners
Pennsylvania
$383K -$83.4K -332 -18%
LWPC
710
Legacy Wealth Partners (Colorado)
Colorado
$381K +$382K +1,521 New
BCI
711
Blue Capital Inc
Nebraska
$376K +$171K +680 +83%
JEST
712
JTC Employer Solutions Trustee
Jersey
$376K
LCM
713
Lunt Capital Management
Utah
$375K +$10.8K +43 +3%
Russell Investments Group
714
Russell Investments Group
United Kingdom
$371K +$37.2K +148 +11%
MW
715
Merited Wealth
Florida
$370K +$371K +1,479 New
CPA
716
Capital Planning Advisors
California
$368K +$370K +1,472 New
BFA
717
Beacon Financial Advisory
Ohio
$367K -$21.3K -85 -5%
SP
718
Successful Portfolios
Florida
$364K +$1.25K +5 +0.4%
AWMNH
719
Arcadia Wealth Management (New Hampshire)
New Hampshire
$362K +$38.7K +154 +12%
AIP
720
Almanack Investment Partners
Pennsylvania
$361K
EL
721
EWA LLC
Pennsylvania
$361K -$11.5K -46 -3%
CFA
722
Cahill Financial Advisors
Minnesota
$360K
IWP
723
IAG Wealth Partners
Wisconsin
$358K -$36.9K -147 -9%
IWM
724
IHT Wealth Management
Illinois
$356K -$25.4K -101 -7%
DWP
725
Destiny Wealth Partners
Florida
$351K -$44.9K -179 -12%