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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCA
276
Harbour Capital Advisors
Virginia
$1.2M +$76.7K +705 +7%
CP
277
Camelot Portfolios
Ohio
$1.19M +$1.17M +10,770 New
SAS
278
Stelac Advisory Services
New York
$1.16M +$1.02M +9,392 +854%
PG
279
Patten Group
Tennessee
$1.15M +$430K +3,950 +61%
MFG
280
MidWestOne Financial Group
Iowa
$1.14M +$170K +1,562 +18%
RHBC
281
R.H. Bluestein & Co
Michigan
$1.11M +$346K +3,178 +46%
MA
282
MUFG Americas
New York
$1.09M -$92.2K -847 -8%
FAG
283
Financial Advisory Group
Texas
$1.07M
RPWA
284
Regent Peak Wealth Advisors
Georgia
$1.06M -$99.6K -915 -9%
IFG
285
Independent Financial Group
California
$1.06M +$1.04M +9,566 New
DAS
286
Dynamic Advisor Solutions
Arizona
$1.05M -$257K -2,366 -20%
JCM
287
Jacobi Capital Management
Pennsylvania
$1.04M +$36.6K +336 +4%
FTUS
288
Flow Traders U.S.
New York
$1.04M +$1.03M +9,448 New
VFA
289
Values First Advisors
Tennessee
$1.02M -$1.22M -11,174 -55%
DADC
290
D.A. Davidson & Co
Montana
$1.02M -$44.9K -413 -4%
MNG
291
Manning & Napier Group
New York
$1.01M
UB
292
UMB Bank
Missouri
$1.01M
DIA
293
Dana Investment Advisors
Wisconsin
$1.01M +$99.2K +912 +11%
CIA
294
Capital Investment Advisors
Georgia
$1M -$25.2M -231,516 -96%
1WA
295
180 Wealth Advisors
Washington
$947K -$129K -1,181 -12%
FA
296
FC Advisory
Pennsylvania
$945K -$16.3K -150 -2%
HFS
297
Haverford Financial Services
Pennsylvania
$940K +$600K +5,517 +184%
Lido Advisors
298
Lido Advisors
California
$928K -$450K -4,132 -33%
MA
299
Mutual Advisors
Nebraska
$925K +$94.2K +866 +12%
BAM
300
Belpointe Asset Management
Nevada
$924K +$29.8K +274 +3%