We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EC
51
Estate Counselors
Wisconsin
$1.69M
SPC
52
Sigma Planning Corp
Michigan
$1.6M -$247K -3,401 -13%
CIM
53
Cambria Investment Management
California
$1.5M
WDL
54
Well Done LLC
Michigan
$1.35M +$1.34M +18,401 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$1.32M +$854K +11,759 +187%
SCM
56
Stonehearth Capital Management
Massachusetts
$1.28M +$1.26M +17,410 New
FSA
57
Financial Sense Advisors
California
$919K +$910K +12,535 New
PMG
58
ProVise Management Group
Florida
$826K +$196K +2,700 +32%
JP Morgan Chase
59
JP Morgan Chase
New York
$805K
PAG
60
Private Advisor Group
New Jersey
$789K +$216K +2,975 +38%
PAM
61
Peak Asset Management
Colorado
$766K +$427K +5,875 +128%
TRCT
62
Tower Research Capital (TRC)
New York
$743K +$737K +10,143 New
MIAN
63
Mariner Independent Advisor Network
Kansas
$706K +$700K +9,633 New
ICM
64
Ionic Capital Management
New York
$623K +$231K +3,184 +60%
MFS
65
MSI Financial Services
Massachusetts
$527K +$459K +6,313 +717%
FAAS
66
First Allied Advisory Services
California
$482K +$478K +6,582 New
CCFCSB
67
Cape Cod Five Cents Savings Bank
Massachusetts
$457K +$41.8K +575 +10%
CA
68
Cetera Advisors
Colorado
$454K +$236K +3,256 +111%
JIP
69
Jaffetilchin Investment Partners
Florida
$441K +$437K +6,011 New
SG Americas Securities
70
SG Americas Securities
New York
$435K +$431K +5,936 New
Brown Advisory
71
Brown Advisory
Maryland
$428K
ICAS
72
Investors Capital Advisory Services
Massachusetts
$420K +$145K +2,000 +53%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$409K -$60.2K -829 -13%
Wells Fargo
74
Wells Fargo
California
$394K -$363K -4,998 -48%
VFS
75
VSR Financial Services
Kansas
$380K +$376K +5,180 New