We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
76
ProVise Management Group
Florida
$608K -$206K -2,950 -26%
JIP
77
Jaffetilchin Investment Partners
Florida
$569K +$124K +1,778 +30%
CCFCSB
78
Cape Cod Five Cents Savings Bank
Massachusetts
$519K +$60K +860 +14%
CA
79
Cetera Advisors
Colorado
$479K +$26.5K +379 +6%
BIM
80
BlackRock Investment Management
Delaware
$473K +$195K +2,794 +76%
LPT
81
Legacy Private Trust
Wisconsin
$443K +$423K +6,060 New
FAAS
82
First Allied Advisory Services
California
$440K -$38.1K -545 -8%
SHA
83
Smith Hayes Advisers
Nebraska
$427K +$189K +2,708 +87%
RBC
84
Ronald Blue & Co
Georgia
$427K +$408K +5,837 New
ICAS
85
Investors Capital Advisory Services
Massachusetts
$419K
REMPR
86
Roof Eidam Maycock Peralta (REMP)
California
$413K +$59.3K +850 +18%
BRWA
87
B. Riley Wealth Advisors
Florida
$381K +$142K +2,030 +64%
BHB
88
Bank Hapoalim BM
Israel
$323K
LNC
89
Lincoln National Corp
Pennsylvania
$320K +$305K +4,372 New
JP Morgan Chase
90
JP Morgan Chase
New York
$319K -$463K -6,627 -60%
ATC
91
Argent Trust Co
Tennessee
$281K +$268K +3,844 New
SCA
92
Snowden Capital Advisors
New York
$273K +$260K +3,730 New
TCM
93
Tuttle Capital Management
Connecticut
$261K +$4.19K +60 +2%
KSA
94
Ken Stern & Associates
California
$244K +$233K +3,337 New
NFG
95
Noven Financial Group
Colorado
$233K
SAM
96
Shamrock Asset Management
Texas
$185K +$177K +2,537 New
JGIA
97
Jackson Grant Investment Advisers
Connecticut
$119K
GWM
98
Geneos Wealth Management
Colorado
$86K +$82K +1,175 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$26K +$15K +215 +159%
NR
100
Newfound Research
Massachusetts
$16K -$8.73K -125 -37%