We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
76
Convergence Financial
Missouri
$12.8M +$12.3M +63,350 New
PAG
77
Private Advisor Group
New Jersey
$12.8M -$9.56M -49,369 -44%
SPWM
78
Straight Path Wealth Management
Michigan
$12.8M +$64.9K +335 +0.5%
OCBCO
79
Oversea-Chinese Banking Corp (OCBC)
Singapore
$12.6M +$2.1M +10,831 +21%
WDL
80
Well Done LLC
Michigan
$11.9M -$57.7K -298 -0.5%
Franklin Resources
81
Franklin Resources
California
$11.6M -$13.6K -70 -0.1%
WA
82
Waverly Advisors
Alabama
$11.4M -$789K -4,075 -7%
VHAM
83
Van Hulzen Asset Management
California
$10.6M -$66.2K -342 -0.6%
MML Investors Services
84
MML Investors Services
Massachusetts
$10.3M -$1.45M -7,462 -13%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$10.2M -$703K -3,630 -7%
Stifel Financial
86
Stifel Financial
Missouri
$9.94M -$5.06M -26,142 -35%
GWSA
87
Global Wealth Strategies & Associates
Colorado
$9.79M +$306K +1,579 +3%
GWAG
88
Garrett Wealth Advisory Group
Texas
$9.33M +$362K +1,870 +4%
CL
89
Choreo LLC
Illinois
$9.32M -$387K -1,998 -4%
ECA
90
Elevation Capital Advisory
Oregon
$9.15M +$8.74M +45,140 New
Jones Financial Companies
91
Jones Financial Companies
Missouri
$9.09M +$4.9M +25,307 +128%
Lido Advisors
92
Lido Advisors
California
$8.99M +$660K +3,410 +8%
CPIG
93
Chicago Partners Investment Group
Illinois
$8.99M -$183K -946 -2%
PAS
94
Park Avenue Securities
New York
$8.9M -$400K -2,063 -4%
BPA
95
Beacon Pointe Advisors
California
$8.9M -$1.59M -8,198 -16%
IB
96
Intrust Bank
Kansas
$8.86M +$4.98M +25,734 +143%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$8.74M +$4.55M +23,516 +120%
HighTower Advisors
98
HighTower Advisors
Illinois
$8.42M -$498K -2,570 -6%
OWM
99
Opes Wealth Management
California
$8.41M -$114K -591 -1%
RFM
100
Royal Fund Management
Florida
$8.32M +$3.42M +17,682 +76%