We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
101
Opes Wealth Management
California
$6.52M +$348K +2,411 +5%
SPIA
102
Steward Partners Investment Advisory
New York
$6.28M -$618K -4,283 -9%
CF
103
Centaurus Financial
California
$6.17M -$324K -2,243 -5%
HighTower Advisors
104
HighTower Advisors
Illinois
$6.12M -$2.69M -18,623 -30%
SWA
105
Sax Wealth Advisors
New Jersey
$6.07M -$2.88M -19,980 -32%
Franklin Resources
106
Franklin Resources
California
$6.05M +$3.4M +23,554 +119%
DILIC
107
Dai-ichi Life Insurance Company
Japan
$6.05M -$2.74M -19,008 -31%
Mariner
108
Mariner
Kansas
$5.97M -$5.62M -38,932 -48%
PG
109
Prostatis Group
Maryland
$5.85M +$1.07M +7,426 +22%
EC
110
EdgeRock Capital
Colorado
$5.8M +$546K +3,779 +10%
BWIA
111
Bryant Woods Investment Advisors
New York
$5.74M -$172K -1,193 -3%
3F
112
360 Financial
Minnesota
$5.53M +$303K +2,097 +6%
SKK
113
Shepherd Kaplan Krochuk
Massachusetts
$5.46M -$291K -2,016 -5%
CP
114
Capital Planning
Washington
$5.29M +$198K +1,372 +4%
Creative Planning
115
Creative Planning
Kansas
$5.27M -$1.3M -9,029 -19%
HI
116
Harbour Investments
Wisconsin
$5.15M -$281K -1,945 -5%
Truist Financial
117
Truist Financial
North Carolina
$5.07M -$116K -805 -2%
ACA
118
Atlas Capital Advisors
Wyoming
$4.96M -$20.6K -143 -0.4%
RFM
119
Royal Fund Management
Florida
$4.79M -$246K -1,704 -5%
BWM
120
Brickley Wealth Management
California
$4.79M -$36.8K -255 -0.7%
PCIA
121
Prime Capital Investment Advisors
Kansas
$4.75M -$300K -2,075 -6%
EWA
122
Exencial Wealth Advisors
Oklahoma
$4.69M -$257K -1,781 -5%
WP
123
WealthSource Partners
California
$4.6M -$313K -2,171 -6%
SFS
124
Security Financial Services
Indiana
$4.49M +$20.4K +141 +0.4%
FAIM
125
Financial Advocates Investment Management
Washington
$4.47M -$351K -2,430 -7%