We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPM
76
Sensible Financial Planning & Management
Massachusetts
$12.9M +$780K +5,311 +6%
EH
77
Equitable Holdings
New York
$12.9M +$2.26M +15,369 +19%
Stifel Financial
78
Stifel Financial
Missouri
$12.7M -$419K -2,852 -3%
DCM
79
Donaldson Capital Management
Indiana
$12.7M -$1.11M -7,555 -8%
HPA
80
High Probability Advisors
New York
$12.2M +$1.45M +9,844 +12%
PAG
81
Private Advisor Group
New Jersey
$12.1M -$976K -6,648 -7%
FIA
82
Foundations Investment Advisors
Arizona
$11.8M +$669K +4,559 +6%
SFS
83
Strategic Financial Services
New York
$11.4M +$585K +3,982 +5%
Bank Julius Baer & Co
84
Bank Julius Baer & Co
Switzerland
$11.3M -$29.4K -200 -0.2%
MML Investors Services
85
MML Investors Services
Massachusetts
$11.3M -$1.22M -8,326 -9%
SWP
86
Stratos Wealth Partners
Ohio
$11.2M -$341K -2,319 -3%
TWM
87
Trinity Wealth Management
Pennsylvania
$11.1M +$914K +6,224 +8%
5L
88
55I LLC
Massachusetts
$11M +$408K +2,775 +4%
AWA
89
ARQ Wealth Advisors
Arizona
$10.7M +$888K +6,044 +8%
LSA
90
Lansing Street Advisors
Pennsylvania
$10.4M -$983K -6,695 -8%
KAS
91
Kestra Advisory Services
Texas
$10.4M +$3.32M +22,641 +42%
CF
92
Centaurus Financial
California
$10.3M -$741K -5,047 -6%
SC
93
Scotia Capital
Ontario, Canada
$10.2M +$5.41M +36,841 +97%
SPI
94
Santori & Peters Inc
Pennsylvania
$9.94M -$1.08M -7,351 -9%
AWS
95
Atria Wealth Solutions
New York
$9.72M -$451K -3,073 -4%
SWMG
96
Sanchez Wealth Management Group
Florida
$9.64M +$142K +967 +1%
BMM
97
Berkshire Money Management
Massachusetts
$9.53M -$5.52M -37,599 -35%
NYLIM
98
New York Life Investment Management
New York
$9.41M +$10.1M +68,996 New
CPIG
99
Chicago Partners Investment Group
Illinois
$9.23M -$9.54K -65 -0.1%
Lido Advisors
100
Lido Advisors
California
$9.03M -$747K -5,085 -7%