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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
376
Patriot Financial Group Insurance Agency
Massachusetts
$1.13M +$366K +3,340 +47%
PWM
377
Perigon Wealth Management
California
$1.13M +$533K +4,862 +87%
Lido Advisors
378
Lido Advisors
California
$1.12M +$287K +2,623 +34%
HFS
379
Haverford Financial Services
Pennsylvania
$1.1M +$71.8K +656 +7%
UB
380
UMB Bank
Missouri
$1.09M
CAM
381
Cresset Asset Management
Illinois
$1.09M +$273K +2,496 +33%
EI
382
Ellevest Inc
New York
$1.09M +$1M +9,145 +1,016%
CST
383
Charles Schwab Trust
Nevada
$1.08M -$660K -6,026 -38%
AFS
384
Annapolis Financial Services
Maryland
$1.08M
MCIA
385
Mountain Capital Investment Advisors
Colorado
$1.08M -$1.7M -15,505 -61%
AF
386
Advisornet Financial
Minnesota
$1.07M -$151K -1,380 -12%
AFA
387
American Financial Advisors
Georgia
$1.07M -$365K -3,336 -25%
SWM
388
SigFig Wealth Management
California
$1.07M -$261K -2,382 -19%
TCWA
389
Ten Capital Wealth Advisors
Washington
$1.04M +$723K +6,598 +221%
ECA
390
Elevated Capital Advisors
Utah
$1.04M +$613K +5,594 +142%
SS
391
Simplicity Solutions
Minnesota
$1.03M -$12.8M -116,724 -92%
ASN
392
Advisory Services Network
Georgia
$1.03M -$329K -3,003 -24%
FWM
393
Focused Wealth Management
New York
$1.02M +$1.04M +9,450 New
RW
394
Rede Wealth
Virginia
$999K +$679K +6,197 +206%
I2I
395
Insight 2811 Inc
Illinois
$991K +$96.2K +878 +11%
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$973K +$962K +8,779 +4,434%
LNWWM
397
Laird Norton Wetherby Wealth Management
California
$968K -$328K -2,997 -25%
TFA
398
Teamwork Financial Advisors
Texas
$967K +$472K +4,313 +94%
WS
399
Wedbush Securities
California
$943K +$291K +2,658 +44%
FA
400
FC Advisory
Pennsylvania
$941K +$1.75K +16 +0.2%