We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
751
Quadcap Wealth Management
Texas
$535K +$466K +1,562 New
BWM
752
Benson Wealth Management
Tennessee
$534K – – –
LA
753
Lifeworks Advisors
Michigan
$531K -$68.9K -231 -13%
FLA
754
Financial Life Advisors
Texas
$524K -$14.3K -48 -3%
MA
755
MW Advisory
Georgia
$520K +$452K +1,516 New
AWMI
756
Aegis Wealth Management (Iowa)
Iowa
$519K +$94.6K +317 +26%
ABTD
757
Arvest Bank Trust Division
Oklahoma
$519K +$452K +1,514 New
CFG
758
Cornerstone Financial Group
Nebraska
$517K +$597 +2 +0.1%
JEST
759
JTC Employer Solutions Trustee
Jersey
$515K – – –
Bank of Montreal
760
Bank of Montreal
Ontario, Canada
$514K +$165K +554 +59%
APA
761
Astoria Portfolio Advisors
New York
$512K +$446K +1,494 New
NDSI
762
Newman Dignan & Sheerar Inc
Rhode Island
$511K -$29.8K -100 -6%
JSL
763
JT Stratford LLC
Georgia
$510K -$266K -893 -38%
BFA
764
Beacon Financial Advisory
Ohio
$505K -$8.95K -30 -2%
BFG
765
Baron Financial Group
New Jersey
$504K -$10.4K -35 -2%
Russell Investments Group
766
Russell Investments Group
United Kingdom
$503K -$38.5K -129 -8%
FIM
767
Freedom Investment Management
Connecticut
$502K +$188K +630 +75%
SGFG
768
Silver Grove Financial Group
New York
$502K +$74.6K +250 +21%
AIP
769
Almanack Investment Partners
Pennsylvania
$500K +$4.48K +15 +1%
LCM
770
Lunt Capital Management
Utah
$500K -$12.8K -43 -3%
HKIMG
771
Hutchens & Kramer Investment Management Group
Indiana
$497K -$65.4K -219 -13%
KCA
772
Kastel Capital Advisors
Massachusetts
$494K +$255K +855 +71%
CFA
773
Cahill Financial Advisors
Minnesota
$493K – – –
AF
774
ASL Financial
California
$486K +$15.8K +53 +4%
HSA
775
HBK Sorce Advisory
Pennsylvania
$479K -$6.86K -23 -1%