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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Congress Wealth Management
Massachusetts
$4.92M -$46.8M -506,359 -91%
AFP
277
Advus Financial Partners
Florida
$4.91M -$126K -1,367 -3%
OAM
278
Oppenheimer Asset Management
New York
$4.89M -$6.1K -66 -0.1%
Legacy Financial Group (Iowa)
279
Legacy Financial Group (Iowa)
Iowa
$4.85M -$1.27M -13,689 -21%
WA
280
Wealth Alliance
New York
$4.84M -$1.19M -12,908 -20%
CAL
281
Capital Analysts LLC
Pennsylvania
$4.84M -$303K -3,271 -6%
Focus Partners Wealth
282
Focus Partners Wealth
Massachusetts
$4.84M -$163K -1,765 -3%
MCWS
283
McKinley Carter Wealth Services
West Virginia
$4.81M -$3.37M -36,425 -42%
WWA
284
WCG Wealth Advisors
Nevada
$4.77M -$1.34M -14,447 -22%
GWA
285
Genesis Wealth Advisors
Massachusetts
$4.63M +$4.56M +49,341 New
PFA
286
Pettinga Financial Advisors
Indiana
$4.53M -$688K -7,438 -13%
BAM
287
Belpointe Asset Management
Nevada
$4.51M -$44.4K -480 -1%
TVM
288
True Vision MN
Minnesota
$4.51M -$709K -7,667 -14%
VAS
289
Vestmark Advisory Solutions
Massachusetts
$4.42M +$4.36M +47,178 New
SFA
290
Sequoia Financial Advisors
Ohio
$4.39M +$3.63M +39,263 +522%
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$4.36M -$339K -3,668 -7%
Betterment LLC
292
Betterment LLC
New York
$4.35M -$4.01M -43,341 -48%
Cerity Partners
293
Cerity Partners
New York
$4.29M -$142K -1,534 -3%
GL
294
Graypoint LLC
New York
$4.26M -$77K -833 -2%
RA
295
Rational Advisors
New York
$4.23M -$465K -5,029 -10%
JE
296
JMAC Enterprises
Pennsylvania
$4.16M +$234K +2,532 +6%
PG
297
Proffitt & Goodson
Tennessee
$4.15M -$81.2K -878 -2%
IA
298
Inspire Advisors
Idaho
$4.15M +$185K +1,999 +5%
ATPW
299
Ashton Thomas Private Wealth
Arizona
$4.14M +$200K +2,159 +5%
SA
300
Sovran Advisors
California
$4.09M +$39.8K +430 +1%