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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UF
351
Univest Financial
Pennsylvania
$2.66M +$238K +2,564 +10%
TWM
352
Tradition Wealth Management
Minnesota
$2.62M -$66.3K -715 -3%
SWP
353
Stratos Wealth Partners
Ohio
$2.61M -$276K -2,979 -10%
LEA
354
Legacy Edge Advisors
New York
$2.61M +$1.82M +19,589 +240%
TW
355
TritonPoint Wealth
Maryland
$2.6M -$2.41K -26 -0.1%
FA
356
Fermata Advisors
California
$2.59M +$210K +2,268 +9%
QPWM
357
Quadrant Private Wealth Management
Pennsylvania
$2.55M +$292K +3,146 +13%
5W
358
5T Wealth
California
$2.5M -$8.62K -93 -0.3%
BFG
359
Buttonwood Financial Group
Missouri
$2.5M +$18.7K +202 +0.8%
OC
360
Oarsman Capital
Wisconsin
$2.49M +$12.1K +131 +0.5%
AA
361
ArborFi Advisors
Michigan
$2.47M -$22.3K -241 -0.9%
HPM
362
Hoxton Planning & Management
West Virginia
$2.44M +$1.3K +14 +0.1%
BWMG
363
Barnes Wealth Management Group
California
$2.42M +$11.7K +126 +0.5%
SCM
364
Saxony Capital Management
Missouri
$2.39M +$426K +4,595 +22%
CCA
365
Cobblestone Capital Advisors
New York
$2.38M +$379K +4,094 +19%
Brown Advisory
366
Brown Advisory
Maryland
$2.37M +$16.1K +174 +0.7%
DFC
367
DB Fitzpatrick & Co
Idaho
$2.37M -$30.5K -329 -1%
WTB
368
Washington Trust Bank
Washington
$2.33M
WIM
369
WealthPlan Investment Management
Nebraska
$2.29M +$2.26M +24,342 New
MYIA
370
Mount Yale Investment Advisors
Colorado
$2.28M +$348K +3,760 +18%
BBA
371
Braun-Bostich & Associates
Pennsylvania
$2.28M +$51.8K +559 +2%
VHAM
372
Van Hulzen Asset Management
California
$2.27M +$50.7K +547 +2%
DWM
373
DecisionMap Wealth Management
Virginia
$2.27M -$22.5K -243 -1%
IA
374
IFP Advisors
Florida
$2.25M +$274K +2,959 +14%
VCP
375
Verus Capital Partners
Arizona
$2.24M +$219K +2,367 +11%