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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
251
First Heartland Consultants
Missouri
$380K +$375K +3,568 New
HR
252
Hayden Royal
North Carolina
$376K +$372K +3,540 New
MWM
253
Merriman Wealth Management
Washington
$372K +$368K +3,496 New
IAA
254
Ironsides Asset Advisors
North Carolina
$372K +$368K +3,500 New
KWM
255
Kingsview Wealth Management
Oregon
$369K +$365K +3,469 New
CW
256
CreativeOne Wealth
Kansas
$364K -$22.8K -217 -6%
OWP
257
Obermeyer Wealth Partners
Colorado
$362K
TFGT
258
TS Financial Group (TSFG)
Illinois
$358K +$354K +3,370 New
VWM
259
Venturi Wealth Management
Texas
$357K +$355K +3,378 New
LTI
260
Laffer Tengler Investments
Tennessee
$356K -$11.7K -111 -3%
TA
261
TMD & Associates
Arizona
$353K -$21K -200 -6%
WP
262
WealthSource Partners
California
$353K +$349K +3,317 New
MAU
263
MRA Associates USA
Arizona
$349K
SFP
264
Shepherd Financial Partners
Massachusetts
$344K +$35K +333 +11%
BRWA
265
B. Riley Wealth Advisors
Florida
$338K -$8.62K -82 -3%
TF
266
Trek Financial
Arizona
$334K +$1.37K +13 +0.4%
Federated Hermes
267
Federated Hermes
Pennsylvania
$332K -$1.08M -10,265 -77%
IA
268
IFG Advisory
Georgia
$328K -$65.2K -620 -17%
SFS
269
Sowell Financial Services
Arkansas
$322K -$35.7K -339 -10%
LPIC
270
LeJeune Puetz Investment Counsel
Michigan
$319K
CWS
271
Cypress Wealth Services
California
$316K -$22.3K -212 -7%
CHAM
272
Clear Harbor Asset Management
Connecticut
$312K
M&T Bank
273
M&T Bank
New York
$301K +$23.3K +222 +9%
LFAS
274
Level Four Advisory Services
Texas
$299K -$335K -3,187 -53%
IAS
275
IMA Advisory Services
Colorado
$298K -$4.84K -46 -2%