We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
201
Peak Asset Management
Colorado
$776K +$225K +2,063 +39%
FPGK
202
Financial Partners Group (Kansas)
Kansas
$684K +$436 +4 +0.1%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$676K +$194K +1,783 +39%
SEI Investments
204
SEI Investments
Pennsylvania
$668K +$26.4K +242 +4%
CPIG
205
Chicago Partners Investment Group
Illinois
$657K +$595K +5,459 +735%
GTAM
206
Global Trust Asset Management
Florida
$633K +$93.6K +859 +17%
ACM
207
Alethea Capital Management
Washington
$615K +$633K +5,805 New
DMC
208
Drexel Morgan & Co
Pennsylvania
$603K – – –
VHAM
209
Van Hulzen Asset Management
California
$601K +$22.8K +209 +4%
SWM
210
SeaCrest Wealth Management
New York
$599K -$52.1K -478 -8%
VAM
211
Visionary Asset Management
Texas
$596K +$626K +5,746 New
MOS
212
MGO One Seven
Ohio
$595K +$87.7K +805 +17%
PCM
213
Parsons Capital Management
Rhode Island
$584K +$174K +1,594 +41%
LA
214
LexAurum Advisors
Kansas
$583K +$240K +2,207 +67%
PP
215
Prudential plc
United Kingdom
$583K +$599K +5,500 New
PAG
216
Private Advisory Group
Washington
$579K -$42.2K -387 -7%
HPWM
217
Highland Private Wealth Management
Washington
$579K +$596K +5,467 New
WF
218
Welch & Forbes
Massachusetts
$572K – – –
PAI
219
Pittenger & Anderson Inc
Nebraska
$548K +$13.3K +122 +2%
VIM
220
Vista Investment Management
Pennsylvania
$548K +$229K +2,101 +68%
MSA
221
Marino Stram & Associates
Massachusetts
$547K -$7.3K -67 -1%
PCMK
222
Paragon Capital Management (Kansas)
Kansas
$547K +$205K +1,880 +57%
ATC
223
Argent Trust Co
Tennessee
$521K -$10.9K -100 -2%
FHC
224
First Heartland Consultants
Missouri
$485K +$142K +1,299 +40%
OPWM
225
Oak Point Wealth Management
Michigan
$447K -$32.3K -296 -6%