We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IHT Wealth Management
726
IHT Wealth Management
Illinois
$356K -$25.4K -101 -7%
DWP
727
Destiny Wealth Partners
Florida
$351K -$44.9K -179 -12%
First Trust Advisors
728
First Trust Advisors
Illinois
$350K +$13.6K +54 +4%
NewEdge Wealth
729
NewEdge Wealth
Pennsylvania
$349K +$141K +563 +68%
SFC
730
SYM Financial Corp
Indiana
$346K +$16.3K +65 +5%
Miracle Mile Advisors
731
Miracle Mile Advisors
California
$344K +$27.1K +108 +9%
JCFM
732
JBR Co Financial Management
Oklahoma
$344K – – –
JJBC
733
James J. Burns & Company
New York
$342K -$502 -2 -0.1%
ZF
734
Zhang Financial
Michigan
$340K +$89.6K +357 +36%
CSF
735
Capital Squared Financial
Maryland
$335K +$33.9K +135 +11%
AWP
736
Axis Wealth Partners
Rhode Island
$333K +$98.2K +391 +42%
LCGC
737
Legacy Capital Group California
California
$332K +$26.1K +104 +9%
UWM
738
USAdvisors Wealth Management
Minnesota
$331K +$502 +2 +0.2%
VIM
739
Vista Investment Management
Pennsylvania
$329K – – –
KLI
740
Kelman-Lazarov Inc
Tennessee
$326K – – –
JSAM
741
J. Safra Asset Management
New York
$325K +$326K +1,300 New
EverSource Wealth Advisors
742
EverSource Wealth Advisors
Alabama
$323K +$92.6K +369 +40%
Meridian Wealth Management
743
Meridian Wealth Management
Kentucky
$321K +$2.76K +11 +0.9%
Independent Advisor Alliance
744
Independent Advisor Alliance
North Carolina
$321K +$322K +1,281 New
RW
745
Rede Wealth
Virginia
$320K +$321K +1,278 New
SLP
746
Storen Legacy Partners
Indiana
$318K +$319K +1,270 New
HWA
747
HMV Wealth Advisors
Louisiana
$317K – – –
RFA
748
Reyes Financial Architecture
California
$314K – – –
CIA
749
Cape Investment Advisory
Georgia
$310K +$120K +479 +63%
MAS
750
Meeder Advisory Services
Ohio
$306K +$3.52K +14 +1%