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Upcoming MTUM split of 4:1 in 18 days (5 Nov 2026)
iShares MSCI USA Momentum Factor ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Andrew J. Whalen Whalen Wealth Management Inc. | 1,207 | $336,862.42 | $357,465.12 | $20,602.7 | 6.12% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 51,032 | $16.16M | $15.29M | -$863,263.18 | -5.34% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,343 | $460,421 | $401,570.43 | -$58,850.57 | -12.78% |
 Bradley W. Clark Paladin Advisory Group LLC | 122 | $24,736.72 | $36,090.04 | $11,353.32 | 45.9% |
 Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,600 | $290,912 | $471,232 | $180,320 | 61.98% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 192,185 | $53.64M | $57.96M | $4.32M | 8.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 626 | $151,069.66 | $190,854.88 | $39,785.22 | 26.34% |
 Matthew B. Boersen Straight Path Wealth Management | 71,699 | $17.31M | $21.28M | $3.97M | 22.94% |
 Mark Sansoterra Highview Capital Management LLC/DE/ | 12,889 | $3.56M | $3.89M | $327,527.33 | 9.2% |
 Lynn A. Jackson Dopkins Wealth Management LLC | 3,008 | $625,783.4 | $898,459.52 | $272,676.12 | 43.57% |
 Dominic Corabi Wedmont Private Capital | 647 | $221,785.12 | $193,381.83 | -$28,403.29 | -12.81% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,319 | $192,481.67 | $394,803.09 | $202,321.42 | 105.11% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 4,918 | $1.05M | $1.47M | $414,512.48 | 39.36% |
 Matt Shibata Morling Financial Advisors LLC | 147 | $50,396.01 | $44,326.38 | -$6,069.63 | -12.04% |
 John Flavin Aspire Capital Advisors LLC | 1,651 | $408,430.31 | $489,604.05 | $81,173.74 | 19.87% |
 Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 14,206 | $3.23M | $4.21M | $971,662.37 | 30.04% |
 Kristie R. Furseth Bowman & Co S.C. | 2,717 | $475,997.49 | $819,352.1 | $343,354.61 | 72.13% |
| RS Radon Stancil POM Investment Strategies LLC | 827 | $207,004.6 | $244,560.44 | $37,555.84 | 18.14% |
 Jeffrey McClean Solidarity Wealth LLC | 50,248 | $17.19M | $15.32M | -$1.87M | -10.86% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 1,045 | $198,404.71 | $309,811.15 | $111,406.44 | 56.15% |
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