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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Congress Wealth Management
Massachusetts
$5.42M +$63.6K +698 +1%
MWAM
252
Manhattan West Asset Management
California
$5.36M +$129K +1,417 +2%
LWM
253
Liberty Wealth Management
California
$5.29M +$9.94M +109,156 +188%
ESL
254
Endurance Services Ltd
New York
$5.28M
TC
255
TownSquare Capital
Utah
$5.26M +$146K +1,605 +3%
NCM
256
Northwest Capital Management
Oregon
$5.25M +$1.41M +15,534 +37%
LA
257
Lindenwold Advisors
Pennsylvania
$5.21M +$447K +4,903 +9%
Legacy Financial Group (Iowa)
258
Legacy Financial Group (Iowa)
Iowa
$5.16M -$49.2K -540 -1%
National Bank of Canada
259
National Bank of Canada
Quebec, Canada
$5.13M +$5.09M +55,900 +9,301%
PCP
260
Proficio Capital Partners
Massachusetts
$5.11M -$4.12M -45,268 -45%
WA
261
Wealth Alliance
New York
$5.05M +$379K +4,156 +8%
SPIA
262
Steward Partners Investment Advisory
New York
$4.95M +$132K +1,445 +3%
JSW
263
Journey Strategic Wealth
New Jersey
$4.86M +$314K +3,453 +7%
SAM
264
Stansberry Asset Management
Texas
$4.78M +$75.3K +827 +2%
AFG
265
Atomi Financial Group
New York
$4.74M +$1.15M +12,664 +32%
BWAM
266
Boyd Watterson Asset Management
Ohio
$4.74M -$56.1K -616 -1%
GL
267
Graypoint LLC
New York
$4.71M -$248K -2,725 -5%
EP
268
Essential Planning
New Hampshire
$4.69M +$167K +1,829 +4%
FPCP
269
Fort Point Capital Partners
California
$4.68M -$364K -3,992 -7%
WWA
270
WCG Wealth Advisors
Nevada
$4.68M -$16.2K -178 -0.3%
FAT
271
First American Trust
California
$4.66M +$74.8K +821 +2%
IA
272
IFG Advisory
Georgia
$4.66M +$933K +10,241 +25%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$4.64M -$168K -1,849 -4%
AFPL
274
Advus Financial Partners, LLC
Florida
$4.6M -$21.7K -238 -0.5%
BFG
275
Buttonwood Financial Group
Missouri
$4.6M +$288K +3,157 +7%