We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$10.3M -$94.9K -435 -1%
GWAG
127
Garrett Wealth Advisory Group
Texas
$10.2M -$59.8K -274 -0.6%
PIS
128
POM Investment Strategies
North Carolina
$10.2M +$9.22M +42,282 New
RFM
129
Royal Fund Management
Florida
$10.1M +$156K +715 +2%
FA
130
Forefront Analytics
Pennsylvania
$9.82M -$202K -928 -2%
CPIG
131
Chicago Partners Investment Group
Illinois
$9.7M +$17.7K +81 +0.2%
SW
132
SteelPeak Wealth
California
$9.55M +$97.3K +446 +1%
AAS
133
Avantax Advisory Services
Texas
$9.48M -$131K -600 -1%
HI
134
Harbour Investments
Wisconsin
$9.35M +$1.03M +4,716 +14%
ACA
135
Aptus Capital Advisors
Alabama
$9.25M -$87.7K -402 -1%
EH
136
Equitable Holdings
New York
$9.24M +$2.3M +10,551 +38%
SHJ
137
Sharkey, Howes & Javer
Colorado
$9.23M +$239K +1,096 +3%
CF
138
Centaurus Financial
California
$9.2M +$70.7K +324 +0.9%
SIA
139
Strategic Investment Advisors
Michigan
$9.07M +$694K +3,182 +9%
SHIM
140
Stone House Investment Management
Pennsylvania
$8.98M +$337K +1,544 +4%
JE
141
JMAC Enterprises
Pennsylvania
$8.79M -$291K -1,334 -4%
FHA
142
First Horizon Advisors
Tennessee
$8.75M +$402K +1,844 +5%
AHC
143
Anderson Hoagland & Co
Missouri
$8.73M +$77.9K +357 +1%
AIP
144
Alexis Investment Partners
Texas
$8.68M +$800K +3,669 +11%
SFO
145
Stokes Family Office
Louisiana
$8.34M -$465K -2,131 -6%
SFP
146
Shepherd Financial Partners
Massachusetts
$8.31M -$214K -981 -3%
TC
147
Tacita Capital
Ontario, Canada
$8.14M +$16.8K +77 +0.2%
CP
148
Capital Planning
Washington
$8.1M -$239K -1,097 -3%
FAG
149
Financial Architects (Georgia)
Georgia
$8.08M -$615K -2,820 -8%
CL
150
Choreo LLC
Illinois
$7.97M -$2.32M -10,655 -24%