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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
376
Obermeyer Wealth Partners
Colorado
$376K
RTS
377
Round Table Services
New Jersey
$376K +$371K +3,409 New
PFO
378
Pathstone Family Office
New Jersey
$375K +$370K +3,400 New
LW
379
Linscomb Wealth
Texas
$374K
FG
380
Fiduciary Group
Georgia
$372K -$61.7K -567 -14%
FAT
381
First American Trust
California
$371K +$37.2K +342 +11%
VWA
382
V Wealth Advisors
Kansas
$367K -$11.5K -106 -3%
CHAM
383
Clear Harbor Asset Management
Connecticut
$366K +$42.4K +390 +13%
PWMG
384
Prestige Wealth Management Group
New Jersey
$354K -$21.8K -200 -6%
CBFP
385
Cedar Brook Financial Partners
Ohio
$353K +$33.6K +309 +11%
William Blair & Company
386
William Blair & Company
Illinois
$347K +$141K +1,299 +70%
OFG
387
OmniStar Financial Group
North Carolina
$345K -$76.9K -707 -18%
CFW
388
CA Family Wealth
California
$343K -$188K -1,725 -36%
LPIC
389
LeJeune Puetz Investment Counsel
Michigan
$343K
FIM
390
Frontier Investment Management
Texas
$341K +$336K +3,090 New
SRC
391
Sage Rhino Capital
California
$338K +$333K +3,060 New
FWP
392
FAS Wealth Partners
Kansas
$333K +$17.2K +158 +6%
RCM
393
Robinson Capital Management
Michigan
$331K -$32.6K -300 -9%
SG
394
StoneX Group
New York
$325K +$18.1K +166 +6%
TFGT
395
TS Financial Group (TSFG)
Illinois
$318K -$12.7K -117 -4%
BIA
396
Bigelow Investment Advisors
Maine
$318K +$313K +2,875 New
WIA
397
World Investment Advisors
California
$313K -$98.8K -908 -24%
IAS
398
IMA Advisory Services
Colorado
$309K
TWM
399
Titus Wealth Management
California
$300K +$296K +2,719 New
CAM
400
Cidel Asset Management
Ontario, Canada
$287K +$283K +2,600 New