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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
226
Bartlett & Co Wealth Management
Ohio
$4.79M +$629K +5,741 +15%
WCA
227
Westover Capital Advisors
Delaware
$4.76M +$380K +3,466 +9%
AR
228
Advisory Research
Illinois
$4.74M -$4.79M -43,720 -50%
BA
229
Ballew Advisors
Mississippi
$4.7M +$354K +3,231 +8%
BCM
230
Boltwood Capital Management
California
$4.69M +$1.95M +17,815 +70%
SWP
231
ShoreHaven Wealth Partners
New Jersey
$4.68M -$51.5K -470 -1%
PWPCM
232
Perella Weinberg Partners Capital Management
New York
$4.66M
SFA
233
Source Financial Advisors
New York
$4.63M +$337K +3,078 +8%
CF
234
Clarity Financial
Texas
$4.61M -$59.3M -541,509 -93%
BWP
235
Bernardo Wealth Planning
Pennsylvania
$4.51M +$182K +1,658 +4%
BFM
236
Boothbay Fund Management
New York
$4.48M +$3.57M +32,573 +374%
CFG
237
Cooper Financial Group
California
$4.45M -$3.86M -35,204 -46%
TWM
238
Tradition Wealth Management
Minnesota
$4.39M +$127K +1,158 +3%
VAS
239
Vestmark Advisory Solutions
Massachusetts
$4.37M +$30.1K +275 +0.7%
WP
240
WealthShield Partners
North Carolina
$4.19M -$1.34M -12,279 -24%
WF
241
Williams Financial
Vermont
$4.09M -$162K -1,480 -4%
AA
242
Alesco Advisors
New York
$4.01M +$3.08M +28,106 +316%
Bank Julius Baer & Co
243
Bank Julius Baer & Co
Switzerland
$4.01M -$1.08M -9,864 -21%
SWP
244
Stratos Wealth Partners
Ohio
$4.01M +$136K +1,244 +3%
SWA
245
Stratos Wealth Advisors
Ohio
$3.96M +$2.37M +21,630 +145%
WI
246
WrapManager Inc
California
$3.91M +$862K +7,867 +28%
HGWM
247
Horst & Graben Wealth Management
Oregon
$3.89M -$715K -6,531 -15%
WFC
248
Western Financial Corp
California
$3.86M +$134K +1,222 +4%
Cetera Investment Advisers
249
Cetera Investment Advisers
Illinois
$3.85M -$4.58M -41,830 -54%
Citigroup
250
Citigroup
New York
$3.84M +$80.7K +737 +2%