We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Sanctuary Advisors
Indiana
$31.9M +$611K +2,861 +2%
SCM
52
Stonehearth Capital Management
Massachusetts
$28.5M -$7.6M -35,560 -20%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$28.3M +$1.91M +8,950 +7%
SFA
54
Sequoia Financial Advisors
Ohio
$28.3M -$5.63M -26,364 -16%
CCA
55
Cobblestone Capital Advisors
New York
$27.8M -$239K -1,119 -0.8%
1WM
56
1900 Wealth Management
Texas
$27.7M +$514K +2,404 +2%
MAM
57
Mullooly Asset Management
New Jersey
$27.5M +$29.1M +136,122 New
UCFA
58
United Capital Financial Advisors
Texas
$27.4M -$234K -1,094 -0.8%
IWC
59
Integrated Wealth Concepts
Massachusetts
$26.7M +$3.62M +16,961 +15%
AIM
60
Acropolis Investment Management
Missouri
$25.6M +$276K +1,292 +1%
NYLIM
61
New York Life Investment Management
New York
$25.5M +$1.95M +9,117 +8%
PAG
62
Private Advisor Group
New Jersey
$22.6M +$8.55M +40,025 +56%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$22.1M +$4.77M +22,308 +25%
SWMG
64
Sanchez Wealth Management Group
Florida
$21.8M +$1.77M +8,304 +8%
Truist Financial
65
Truist Financial
North Carolina
$21.7M +$1.79M +8,369 +8%
OC
66
Oppenheimer & Co
New York
$20.9M +$1.09M +5,120 +5%
I
67
INVST
Indiana
$20.8M -$6.49M -30,392 -23%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$20.5M -$488K -2,284 -2%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$20M +$174K +816 +0.8%
MFG
70
Merit Financial Group
Georgia
$19.8M +$14M +65,488 +201%
Lido Advisors
71
Lido Advisors
California
$19.8M +$12.4M +58,087 +145%
SFPM
72
Sensible Financial Planning & Management
Massachusetts
$19.4M -$419K -1,960 -2%
Franklin Resources
73
Franklin Resources
California
$19.3M -$846K -3,961 -4%
BIA
74
Bell Investment Advisors
California
$19.1M -$482K -2,256 -2%
AWM
75
AE Wealth Management
Kansas
$18.8M +$918K +4,294 +5%