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
$20.2M -$730K -3,483 -3%
BIA
77
Bell Investment Advisors
California
$20M -$647K -3,090 -3%
Mariner
78
Mariner
Kansas
$19.5M +$4.42M +21,099 +29%
AWS
79
Atria Wealth Solutions
New York
$19.5M +$13.2M +62,812 +200%
KIM
80
Kestra Investment Management
Texas
$18.5M +$18.7M +89,426 New
GT
81
Glenview Trust
Kentucky
$18.4M -$482K -2,300 -3%
AWM
82
AE Wealth Management
Kansas
$18.3M +$10.8M +51,725 +140%
AI
83
Atria Investments
North Carolina
$18.2M +$10.5M +50,077 +132%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$18.1M +$8.91M +42,526 +94%
YCG
85
Yeomans Consulting Group
Georgia
$18M +$1.09M +5,189 +6%
MWP
86
Meredith Wealth Planning
Illinois
$17.6M -$31.4K -150 -0.2%
KAS
87
Kestra Advisory Services
Texas
$16.9M +$9.3M +44,409 +118%
PIN
88
Prudent Investors Network
California
$16.9M +$814K +3,885 +5%
TWM
89
Trinity Wealth Management
Pennsylvania
$16.7M -$16.8K -80 -0.1%
OFG
90
Oxford Financial Group
Indiana
$16.6M -$588K -2,805 -3%
JAG
91
Journey Advisory Group
Kentucky
$16.4M
US Bancorp
92
US Bancorp
Minnesota
$15.7M +$9.77M +46,640 +159%
ASN
93
Advisory Services Network
Georgia
$15.7M +$1.48M +7,088 +10%
AWMS
94
Advocacy Wealth Management Services
Georgia
$15.1M +$15.3M +73,142 New
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$14.9M +$6.92M +33,049 +85%
PAG
96
Private Advisor Group
New Jersey
$14.9M +$1.83M +8,721 +14%
CPC
97
Consolidated Planning Corp
Georgia
$14.5M +$356K +1,697 +2%
SWG
98
Summit Wealth Group
Vermont
$13.8M +$600K +2,864 +4%
CF
99
Convergence Financial
Missouri
$13.6M +$536K +2,556 +4%
M&T Bank
100
M&T Bank
New York
$13.6M -$261K -1,248 -2%