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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTI
226
Laffer Tengler Investments
Tennessee
$362K -$62.4K -607 -15%
OWP
227
Obermeyer Wealth Partners
Colorado
$357K
GIA
228
Gladstone Institutional Advisory
Florida
$355K +$349K +3,389 New
IWC
229
Integrated Wealth Concepts
Massachusetts
$353K +$72.5K +705 +26%
SFS
230
Sowell Financial Services
Arkansas
$352K +$346K +3,367 New
CCM
231
Crabel Capital Management
California
$349K -$763K -7,413 -69%
SFA
232
Sequoia Financial Advisors
Ohio
$348K +$18.4K +179 +6%
FWP
233
FAS Wealth Partners
Kansas
$348K +$342K +3,322 New
MAU
234
MRA Associates USA
Arizona
$343K +$338K +3,281 New
BRWA
235
B. Riley Wealth Advisors
Florida
$341K -$85.6K -832 -20%
Lazard Asset Management
236
Lazard Asset Management
New York
$334K
CWS
237
Cypress Wealth Services
California
$333K +$327K +3,183 New
WPSG
238
Wealth & Pension Services Group
Georgia
$331K -$1.52M -14,788 -82%
TF
239
Trek Financial
Arizona
$328K +$322K +3,130 New
BAM
240
Belpointe Asset Management
Nevada
$322K -$644K -6,260 -67%
AWS
241
AJ Wealth Strategies
New York
$317K -$15.5K -151 -5%
LPIC
242
LeJeune Puetz Investment Counsel
Michigan
$314K -$25.7K -250 -8%
CHAM
243
Clear Harbor Asset Management
Connecticut
$307K +$10.8K +105 +4%
SFP
244
Shepherd Financial Partners
Massachusetts
$304K -$36.9K -359 -11%
IAS
245
IMA Advisory Services
Colorado
$298K -$113K -1,100 -28%
ACP
246
Aveo Capital Partners
Colorado
$291K +$3.29K +32 +1%
FAIM
247
Financial Advocates Investment Management
Washington
$289K -$3.91K -38 -1%
DBT
248
Dubuque Bank & Trust
Iowa
$287K
ACS
249
Archford Capital Strategies
Illinois
$285K -$3.19K -31 -1%
SCC
250
Spring Creek Capital
Kansas
$279K +$274K +2,662 New