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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
276
Beacon Financial Group
Texas
$4.99M +$482K +5,104 +11%
AFG
277
Atomi Financial Group
New York
$4.93M -$16.4K -174 -0.3%
RA
278
Rational Advisors
New York
$4.91M -$5.2M -54,997 -52%
EP
279
Essential Planning
New Hampshire
$4.87M -$20.2K -214 -0.4%
AFPL
280
Advus Financial Partners, LLC
Florida
$4.86M +$56K +593 +1%
FAT
281
First American Trust
California
$4.83M -$29K -307 -0.6%
CAL
282
Capital Analysts LLC
Pennsylvania
$4.83M +$1.6M +16,921 +51%
BFG
283
Buttonwood Financial Group
Missouri
$4.8M -$49.3K -522 -1%
HCM
284
Hudson Capital Management
New Jersey
$4.8M +$54.5K +577 +1%
TWP
285
Triad Wealth Partners
Kansas
$4.8M +$4.73M +50,029 +217,517%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$4.77M -$71.5K -757 -1%
SAM
287
Stansberry Asset Management
Texas
$4.71M -$283K -2,991 -6%
BAM
288
Belpointe Asset Management
Nevada
$4.68M -$13.2K -140 -0.3%
OAM
289
Oppenheimer Asset Management
New York
$4.63M +$90.7K +960 +2%
PFA
290
Pettinga Financial Advisors
Indiana
$4.58M +$212K +2,243 +5%
TW
291
Trajan Wealth
Arizona
$4.53M -$132K -1,392 -3%
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
$4.48M -$1.24M -13,125 -22%
CWS
293
Cypress Wealth Services
California
$4.46M +$11.3K +120 +0.3%
CM
294
Columbus Macro
Pennsylvania
$4.41M +$660K +6,979 +18%
CCWA
295
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.38M -$46.5K -492 -1%
GL
296
Graypoint LLC
New York
$4.37M -$536K -5,668 -11%
RAM
297
Riggs Asset Management
Pennsylvania
$4.36M +$3.14M +33,173 +270%
ATS
298
Ashton Thomas Securities
New York
$4.34M -$68K -719 -2%
CWM
299
Centurion Wealth Management
Virginia
$4.17M +$4.12M +43,567 New
SW
300
Simplicity Wealth
New Jersey
$4.17M -$319K -3,371 -7%