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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
376
Winfield Associates
Ohio
$392K +$111K +1,000 +39%
FHC
377
First Heartland Consultants
Missouri
$387K -$204K -1,840 -35%
IFG
378
Investors Financial Group
Minnesota
$386K -$42.7K -386 -10%
OWP
379
Obermeyer Wealth Partners
Colorado
$377K
PFO
380
Pathstone Family Office
New Jersey
$376K
CHAM
381
Clear Harbor Asset Management
Connecticut
$367K
TFGT
382
TS Financial Group (TSFG)
Illinois
$367K +$48.1K +434 +15%
OCPWS
383
One Charles Private Wealth Services
Massachusetts
$367K +$367K +3,318 New
Mercer Global Advisors
384
Mercer Global Advisors
Colorado
$366K +$158K +1,427 +76%
W
385
WealthOne
New York
$360K -$382K -3,453 -52%
CWS
386
Cypress Wealth Services
California
$358K -$2.46M -22,197 -87%
PWMG
387
Prestige Wealth Management Group
New Jersey
$355K
COF
388
Capital One Financial
Virginia
$348K -$387K -3,494 -53%
LW
389
Linscomb Wealth
Texas
$348K -$27.3K -247 -7%
MWM
390
Mattern Wealth Management
Kansas
$346K -$226K -2,045 -40%
LPIC
391
LeJeune Puetz Investment Counsel
Michigan
$344K
FG
392
Fiduciary Group
Georgia
$332K -$41.3K -373 -11%
RCM
393
Robinson Capital Management
Michigan
$332K
CWM
394
Cedar Wealth Management
California
$331K +$259K +2,340 +358%
LFG
395
LifePlan Financial Group
Ohio
$330K -$1.97M -17,818 -86%
DTC
396
Davidson Trust Company
Washington
$323K +$46K +415 +17%
KA
397
Kovack Advisors
Florida
$322K -$58.5K -528 -15%
LFPWM
398
Leicht Financial Planning & Wealth Management
New Jersey
$321K -$5.87M -53,058 -95%
Creative Planning
399
Creative Planning
Kansas
$317K -$529K -4,782 -63%
SW
400
SteelPeak Wealth
California
$312K -$9.53M -86,026 -97%