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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
276
Regal Investment Advisors
Michigan
$4.59M +$289K +3,174 +7%
B
277
Bailard
California
$4.58M +$446K +4,899 +11%
HCM
278
Hudson Capital Management
New Jersey
$4.55M +$111K +1,217 +3%
BAM
279
Belpointe Asset Management
Nevada
$4.49M +$932K +10,230 +26%
TVM
280
True Vision MN
Minnesota
$4.49M +$300K +3,289 +7%
TW
281
Trajan Wealth
Arizona
$4.47M -$295K -3,243 -6%
Nuveen
282
Nuveen
North Carolina
$4.39M
OAM
283
Oppenheimer Asset Management
New York
$4.35M +$1.49M +16,340 +53%
HTC
284
Haverford Trust Company
Pennsylvania
$4.34M -$44.9M -492,996 -91%
BFG
285
Beacon Financial Group
Texas
$4.31M +$754K +8,280 +21%
HI
286
Harbour Investments
Wisconsin
$4.31M +$1.55M +17,044 +57%
SW
287
Simplicity Wealth
New Jersey
$4.3M +$381K +4,184 +10%
CWS
288
Cypress Wealth Services
California
$4.27M -$89K -977 -2%
ATS
289
Ashton Thomas Securities
New York
$4.26M +$4.19M +46,021 New
CCWA
290
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.24M -$127K -1,395 -3%
ACA
291
Aptus Capital Advisors
Alabama
$4.19M +$337K +3,701 +9%
PFA
292
Pettinga Financial Advisors
Indiana
$4.18M +$251K +2,755 +6%
AA
293
Ancora Advisors
Ohio
$4.16M +$1.94M +21,320 +89%
AWA
294
Adapt Wealth Advisors
Georgia
$3.98M -$1.65M -18,171 -30%
DAS
295
Diversify Advisory Services
Utah
$3.93M +$340K +3,736 +10%
M&T Bank
296
M&T Bank
New York
$3.88M -$1.63M -17,874 -30%
JIR
297
James Investment Research
Ohio
$3.85M +$71.5K +785 +2%
KPWS
298
Kestra Private Wealth Services
Texas
$3.79M -$398K -4,365 -10%
OP
299
ORG Partners
Indiana
$3.76M +$3.77M +41,408 New
SFA
300
Semmax Financial Advisors
North Carolina
$3.76M +$317K +3,480 +10%