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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
351
Patriot Financial Group Insurance Agency
Massachusetts
$910K -$106K -1,079 -10%
BFA
352
BMS Financial Advisors
South Dakota
$905K -$8.73K -89 -1%
WFA
353
Wells Financial Advisors
Massachusetts
$898K -$400K -4,081 -31%
WAS
354
Wealth Advisory Solutions
Indiana
$893K +$4.32K +44 +0.5%
MC
355
Moors & Cabot
Massachusetts
$892K +$100K +1,024 +13%
ACM
356
Anfield Capital Management
California
$891K -$196 -2 -0%
WI
357
WBI Investments
New Jersey
$876K -$1.17M -11,911 -57%
TWM
358
Tradition Wealth Management
Minnesota
$870K -$296K -3,020 -25%
TFA
359
Teamwork Financial Advisors
Texas
$864K -$33.4K -341 -4%
PP
360
Patron Partners
Texas
$851K +$856K +8,731 New
DG
361
DMC Group
Alabama
$846K +$46.9K +478 +6%
CA
362
Cetera Advisors
Colorado
$845K -$155K -1,580 -15%
SC
363
Sierra Capital
Florida
$845K -$68.7K -700 -7%
Federated Hermes
364
Federated Hermes
Pennsylvania
$838K +$531K +5,419 +170%
PBO
365
Peoples Bank (Ohio)
Ohio
$812K
BAM
366
BTS Asset Management
Massachusetts
$812K +$10.8K +110 +1%
LIM
367
Leavell Investment Management
Alabama
$802K +$806K +8,222 New
CC
368
Cypress Capital
Tennessee
$800K +$16.8K +171 +2%
FT
369
Fiduciary Trust
Massachusetts
$791K +$347K +3,540 +77%
B
370
Barings
North Carolina
$790K
SW
371
SVB Wealth
Massachusetts
$788K +$250K +2,544 +46%
WA
372
WBH Advisory
Maryland
$786K +$107K +1,090 +16%
FHA
373
Flagship Harbor Advisors
Massachusetts
$784K +$789K +8,040 New
Koshinski Asset Management
374
Koshinski Asset Management
Illinois
$783K -$444K -4,530 -36%
NL
375
NVWM LLC
Pennsylvania
$783K +$787K +8,028 New