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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCMNJ
351
Quantum Capital Management (New Jersey)
New Jersey
$1.11M -$9.5K -91 -0.8%
FA
352
FC Advisory
Pennsylvania
$1.11M +$204K +1,950 +22%
KWS
353
Keystone Wealth Services
California
$1.11M -$74.6K -715 -6%
CAM
354
Cresset Asset Management
Illinois
$1.09M +$25.8K +247 +2%
PFGIA
355
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M -$124K -1,189 -10%
GIA
356
Gladstone Institutional Advisory
Florida
$1.06M -$45K -431 -4%
CA
357
Cetera Advisors
Colorado
$1.04M -$228K -2,180 -18%
BHWM
358
Bar Harbor Wealth Management
New Hampshire
$1.04M -$78.9K -756 -7%
FIA
359
Foundations Investment Advisors
Arizona
$1.03M +$349K +3,346 +47%
CWS
360
Cypress Wealth Services
California
$1.03M -$295K -2,823 -22%
MFG
361
MidWestOne Financial Group
Iowa
$1.02M -$266K -2,550 -20%
OPS
362
Orion Portfolio Solutions
Nebraska
$1.01M -$3.65M -34,952 -78%
AF
363
Advisornet Financial
Minnesota
$1.01M +$491K +4,707 +91%
FWM
364
Focused Wealth Management
New York
$982K +$12.9K +124 +1%
AFS
365
Annapolis Financial Services
Maryland
$980K
SC
366
Sierra Capital
Florida
$954K +$461K +4,414 +89%
FNBOSM
367
First National Bank of South Miami
Florida
$950K -$17.7K -170 -2%
CF
368
Centaurus Financial
California
$943K -$6.63M -63,518 -87%
TFA
369
Teamwork Financial Advisors
Texas
$938K -$303K -2,903 -24%
PJSIMP
370
P.J. Schmidt Investment Management (PJS)
Wisconsin
$933K -$446K -4,270 -31%
ACM
371
Anfield Capital Management
California
$931K +$487K +4,667 +104%
MA
372
MUFG Americas
New York
$930K +$94.2K +903 +11%
WAS
373
Wealth Advisory Solutions
Indiana
$929K +$951K +9,117 New
AWM
374
Alterna Wealth Management
Texas
$913K -$439K -4,205 -32%
Schroder Investment Management Group
375
Schroder Investment Management Group
United Kingdom
$905K +$928K +8,893 New