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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$5.5M +$482K +5,124 +10%
SL
227
SWMG LLC
Texas
$5.39M +$483K +5,134 +10%
CWM
228
Congress Wealth Management
Massachusetts
$5.25M -$147K -1,568 -3%
ASN
229
Advisory Services Network
Georgia
$5.21M -$1.69M -17,939 -24%
KWA
230
KCS Wealth Advisory
California
$5.2M +$5.24M +55,748 New
TCA
231
Transcend Capital Advisors
New Jersey
$5.08M -$107K -1,139 -2%
PPWP
232
Proquility Private Wealth Partners
Nevada
$5.06M +$20.3K +216 +0.4%
BNP Paribas Financial Markets
233
BNP Paribas Financial Markets
France
$5.04M -$3.4M -36,190 -40%
CCWA
234
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.97M -$506K -5,385 -9%
WA
235
Wealth Alliance
New York
$4.96M +$108K +1,147 +2%
FFN
236
Focus Financial Network
Minnesota
$4.93M +$123K +1,305 +3%
CL
237
Choreo LLC
Illinois
$4.83M -$1.77M -18,771 -27%
EP
238
Essential Planning
New Hampshire
$4.82M +$7.71K +82 +0.2%
SA
239
Scarborough Advisors
Maryland
$4.8M -$2.47M -26,232 -34%
EWM
240
Edge Wealth Management
New York
$4.78M +$4.82M +51,255 New
C1AG
241
Client 1st Advisory Group
Florida
$4.75M -$525K -5,587 -10%
SWM
242
Spire Wealth Management
Virginia
$4.73M -$70.5K -750 -1%
NCM
243
Northwest Capital Management
Oregon
$4.69M +$391K +4,152 +9%
RIA
244
Regal Investment Advisors
Michigan
$4.67M +$173K +1,835 +4%
LA
245
Lifeworks Advisors
Michigan
$4.6M +$2.24M +23,786 +93%
CC
246
Copperleaf Capital
North Carolina
$4.59M -$51.5K -548 -1%
PCIA
247
Prime Capital Investment Advisors
Kansas
$4.54M +$1.16M +12,370 +34%
SIA
248
SkyView Investment Advisors
New Jersey
$4.53M +$2M +21,281 +78%
Goldman Sachs
249
Goldman Sachs
New York
$4.51M -$588K -6,253 -11%
ACA
250
Ackerman Capital Advisors
Texas
$4.51M -$232K -2,463 -5%