We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$24.4M +$555K +2,544 +3%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$24.3M -$82.7K -379 -0.4%
TWM
78
Trinity Wealth Management
Pennsylvania
$23.4M +$2.41M +11,043 +13%
Mariner
79
Mariner
Kansas
$23.4M +$5.91M +27,102 +39%
BIA
80
Bell Investment Advisors
California
$23.4M +$581K +2,665 +3%
AWM
81
AE Wealth Management
Kansas
$23M +$656K +3,008 +3%
CCA
82
Cobblestone Capital Advisors
New York
$22.6M -$9.42M -43,192 -31%
AI
83
Atria Investments
North Carolina
$22.3M +$645K +2,956 +3%
SFPM
84
Sensible Financial Planning & Management
Massachusetts
$22.1M -$889K -4,076 -4%
Lido Advisors
85
Lido Advisors
California
$22M -$1.4M -6,398 -7%
M&T Bank
86
M&T Bank
New York
$21.8M +$2.82M +12,946 +17%
AWMS
87
Advocacy Wealth Management Services
Georgia
$21.2M +$1.04M +4,752 +6%
KAS
88
Kestra Advisory Services
Texas
$21.2M +$1.45M +6,664 +8%
MWP
89
Meredith Wealth Planning
Illinois
$20.9M +$903K +4,137 +5%
GT
90
Glenview Trust
Kentucky
$19.7M -$473K -2,169 -3%
I
91
INVST
Indiana
$19.6M -$4.65M -21,298 -21%
OAM
92
Oppenheimer Asset Management
New York
$18.6M +$16.8M +77,223 New
PS
93
Principal Securities
Iowa
$18.4M +$13.9M +63,649 +495%
US Bancorp
94
US Bancorp
Minnesota
$18.3M +$105K +483 +0.6%
CF
95
Convergence Financial
Missouri
$17.6M +$1.11M +5,110 +8%
PIN
96
Prudent Investors Network
California
$17.5M +$90.3K +414 +0.6%
TRCT
97
Tower Research Capital (TRC)
New York
$17.4M +$15.8M +72,370 +1,809,250%
SWP
98
Sagespring Wealth Partners
Tennessee
$17.2M -$1.38M -6,311 -8%
OFG
99
Oxford Financial Group
Indiana
$17.2M -$850K -3,894 -5%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$17.2M -$82K -376 -0.5%