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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
226
Boyd Watterson Asset Management
Ohio
$5.99M -$483K -5,383 -8%
BHWM
227
Bay Harbor Wealth Management
Maryland
$5.97M +$75.5K +842 +1%
LA
228
Lifeworks Advisors
Michigan
$5.97M +$483K +5,380 +9%
KFS
229
Kelly Financial Services
Massachusetts
$5.84M +$10K +112 +0.2%
Baird Financial Group
230
Baird Financial Group
Wisconsin
$5.84M -$1.81M -20,172 -25%
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$5.8M +$5.49M +61,250 +14,653%
KFSC
232
Keystone Financial Services (Colorado)
Colorado
$5.72M -$139K -1,547 -2%
WA
233
WBH Advisory
Maryland
$5.68M -$611K -6,808 -10%
CL
234
Choreo LLC
Illinois
$5.63M +$1.56M +17,381 +41%
GFS
235
GYL Financial Synergies
Connecticut
$5.61M +$5.35M +59,636 New
ARC
236
Advisor Resource Council
Texas
$5.53M +$5.01M +55,873 +1,952%
FA
237
Forefront Analytics
Pennsylvania
$5.49M +$3.21M +35,756 +158%
CWM
238
Congress Wealth Management
Massachusetts
$5.46M -$70K -781 -1%
SVWG
239
Shared Vision Wealth Group
United States
$5.45M +$5.2M +57,956 New
DL
240
DOHJ LLC
Washington
$5.43M +$5.18M +57,742 New
LIM
241
Leavell Investment Management
Alabama
$5.42M +$2.36M +26,350 +84%
ESL
242
Endurance Services Ltd
New York
$5.41M +$5.16M +57,544 New
CAM
243
Cobblestone Asset Management
Virginia
$5.39M +$139K +1,547 +3%
AWMT
244
AAFMAA Wealth Management & Trust
North Carolina
$5.37M +$5.12M +57,087 New
BNP Paribas Financial Markets
245
BNP Paribas Financial Markets
France
$5.36M +$2.66M +29,638 +108%
AC
246
Allstate Corporation
Illinois
$5.28M -$3.14M -35,000 -38%
SWC
247
Spectrum Wealth Counsel
Indiana
$5.24M +$4.99M +55,670 New
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
$5.23M +$4.98M +55,540 New
SWM
249
SigFig Wealth Management
California
$5.21M +$137K +1,528 +3%
SWM
250
Spire Wealth Management
Virginia
$5.21M +$453K +5,046 +10%