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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
276
Realta Investment Advisors
Delaware
$1.01M -$93.2K -863 -8%
WI
277
WrapManager Inc
California
$1M +$233K +2,153 +30%
UB
278
UMB Bank
Missouri
$989K +$25K +231 +3%
JCM
279
Jacobi Capital Management
Pennsylvania
$985K +$326K +3,018 +49%
BBHC
280
Brown Brothers Harriman & Co
New York
$985K +$984K +9,111 New
AWE
281
Avidian Wealth Enterprises
Texas
$973K +$410K +3,798 +73%
WA
282
Winfield Associates
Ohio
$951K -$3.67K -34 -0.4%
MFG
283
MidWestOne Financial Group
Iowa
$948K +$45.4K +420 +5%
FA
284
FC Advisory
Pennsylvania
$943K +$4.86K +45 +0.5%
LFPWM
285
Leicht Financial Planning & Wealth Management
New Jersey
$931K +$930K +8,612 New
VC
286
Vicus Capital
Pennsylvania
$894K +$197K +1,819 +28%
Creative Planning
287
Creative Planning
Kansas
$893K +$181K +1,675 +25%
DIA
288
Dana Investment Advisors
Wisconsin
$888K -$18.7K -173 -2%
Citadel Advisors
289
Citadel Advisors
Florida
$884K +$884K +8,179 New
AWS
290
AJ Wealth Strategies
New York
$882K +$10.2K +94 +1%
BAM
291
Belpointe Asset Management
Nevada
$874K -$1.29M -11,962 -60%
OAM
292
Oppenheimer Asset Management
New York
$855K -$95.9K -888 -10%
CAG
293
Csenge Advisory Group
Florida
$852K +$56.8K +526 +7%
CCA
294
Clearwater Capital Advisors
Illinois
$851K -$833K -7,712 -49%
VHAM
295
Van Hulzen Asset Management
California
$827K +$827K +7,657 New
MA
296
Mutual Advisors
Nebraska
$811K +$173K +1,601 +27%
IAA
297
Independent Advisor Alliance
North Carolina
$800K +$800K +7,404 New
HS
298
Horan Securities
United States
$778K -$190K -1,760 -20%
AWM
299
Alterna Wealth Management
Texas
$764K +$257K +2,378 +51%
ACM
300
Advisors Capital Management
New Jersey
$763K -$99.9K -925 -12%