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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAU
301
MRA Associates USA
Arizona
$400K +$44.6K +413 +13%
CFG
302
Cooper Financial Group
California
$398K +$397K +3,676 New
GTAM
303
Global Trust Asset Management
Florida
$396K +$394K +3,655 New
TFGT
304
TS Financial Group (TSFG)
Illinois
$387K +$16.5K +153 +4%
LFAS
305
Level Four Advisory Services
Texas
$379K -$1.73K -16 -0.5%
IAA
306
Ironsides Asset Advisors
North Carolina
$379K
OFG
307
OmniStar Financial Group
North Carolina
$378K +$170K +1,577 +82%
HWM
308
Highwater Wealth Management
Colorado
$372K -$4.96K -46 -1%
VWA
309
V Wealth Advisors
Kansas
$371K +$41.4K +384 +13%
OWP
310
Obermeyer Wealth Partners
Colorado
$369K
CFB
311
Cullen/Frost Bankers
Texas
$368K +$242K +2,242 +194%
MWM
312
Merriman Wealth Management
Washington
$360K -$27.8K -258 -7%
BPB
313
Badgley, Phelps & Bell
Washington
$356K +$1.62K +15 +0.5%
SFP
314
Shepherd Financial Partners
Massachusetts
$354K -$3.13K -29 -0.9%
HR
315
Hayden Royal
North Carolina
$347K -$204K -1,891 -37%
WIA
316
World Investment Advisors
California
$343K +$19.4K +180 +6%
WS
317
Wedbush Securities
California
$339K +$11.2K +104 +3%
LPIC
318
LeJeune Puetz Investment Counsel
Michigan
$336K
APA
319
American Portfolios Advisors
New York
$329K +$198K +1,832 +152%
Federated Hermes
320
Federated Hermes
Pennsylvania
$327K -$2.7K -25 -0.8%
CHAM
321
Clear Harbor Asset Management
Connecticut
$316K -$1.29K -12 -0.4%
SWP
322
Strategic Wealth Partners
Ohio
$313K +$5.67M +52,583 +280%
GIA
323
Gladstone Institutional Advisory
Florida
$307K +$17.9K +166 +6%
IAS
324
IMA Advisory Services
Colorado
$303K
DBT
325
Dubuque Bank & Trust
Iowa
$298K -$16.8K -156 -5%