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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
276
Cypress Wealth Services
California
$5.8M +$432K +4,571 +8%
Betterment LLC
277
Betterment LLC
New York
$5.71M -$85.4K -903 -1%
SW
278
Simplicity Wealth
New Jersey
$5.66M +$1.06M +11,260 +23%
MFA
279
Mayflower Financial Advisors
Massachusetts
$5.55M +$348K +3,679 +7%
LWM
280
Liberty Wealth Management
California
$5.51M – – –
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$5.48M +$4.4M +46,484 +403%
ASN
282
Advisory Services Network
Georgia
$5.46M +$198K +2,099 +4%
CWAI
283
Core Wealth Advisors (Indiana)
Indiana
$5.45M +$379K +4,005 +7%
TW
284
Traveka Wealth
California
$5.44M +$831K +8,787 +18%
IPWA
285
International Private Wealth Advisors
California
$5.39M +$3.11M +32,836 +136%
OAM
286
Oppenheimer Asset Management
New York
$5.31M +$703K +7,437 +15%
C1AG
287
Client 1st Advisory Group
Florida
$5.16M +$340K +3,599 +7%
AFP
288
Advus Financial Partners
Florida
$5.1M +$96.6K +1,022 +2%
FCBT
289
First Citizens Bank & Trust
North Carolina
$5.05M +$13.6K +144 +0.3%
AC
290
Allstate Corporation
Illinois
$4.98M -$11.8M -125,127 -70%
MCM
291
Monument Capital Management
Virginia
$4.97M +$451K +4,771 +10%
IFG
292
Independent Financial Group
California
$4.96M -$767K -8,115 -13%
EPW
293
Endeavor Private Wealth
Kansas
$4.95M +$1.01M +10,683 +26%
CM
294
Columbus Macro
Pennsylvania
$4.93M +$311K +3,287 +7%
WA
295
WBH Advisory
Maryland
$4.92M -$516K -5,458 -9%
IA
296
Inspire Advisors
Idaho
$4.87M -$379K -4,008 -7%
WWA
297
WCG Wealth Advisors
Nevada
$4.82M +$123K +1,304 +3%
UF
298
Univest Financial
Pennsylvania
$4.79M +$740K +7,828 +18%
BF
299
Brucke Financial
Indiana
$4.74M +$1.03M +10,883 +28%
EP
300
Essential Planning
New Hampshire
$4.65M -$230K -2,432 -5%