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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBA
401
Braun-Bostich & Associates
Pennsylvania
$646K +$437K +4,460 +206%
Lido Advisors
402
Lido Advisors
California
$645K -$199K -2,031 -23%
SFG
403
Summit Financial Group
West Virginia
$642K
T
404
TCWP
Ohio
$637K -$748K -7,624 -54%
1WA
405
180 Wealth Advisors
Washington
$637K -$52.1K -531 -8%
CAN
406
Claraphi Advisory Network
United States
$633K +$75.5K +770 +13%
BAM
407
Belpointe Asset Management
Nevada
$626K +$47.8K +487 +8%
MPW
408
MA Private Wealth
California
$626K +$628K +6,399 New
CWG
409
Crown Wealth Group
North Carolina
$614K +$68.5K +698 +12%
AFA
410
American Financial Advisors
Georgia
$612K -$58.6K -597 -9%
TC
411
Telemus Capital
Michigan
$608K -$103K -1,053 -14%
CST
412
Charles Schwab Trust
Nevada
$598K +$601K +6,129 New
TCMP
413
Thrive Capital Management (Pennsylvania)
Pennsylvania
$593K -$76.6K -781 -11%
DIA
414
Dana Investment Advisors
Wisconsin
$592K -$13.1K -134 -2%
FA
415
FC Advisory
Pennsylvania
$591K -$472K -4,810 -44%
CB
416
Commerce Bank
Missouri
$577K +$31.1K +317 +6%
KPWS
417
Kestra Private Wealth Services
Texas
$576K -$36.8K -375 -6%
CC
418
Courier Capital
New York
$575K
CF
419
Centaurus Financial
California
$569K -$336K -3,424 -37%
HFS
420
Haverford Financial Services
Pennsylvania
$562K -$98K -999 -15%
OPA
421
Old Port Advisors
Maine
$558K -$149K -1,518 -21%
VCA
422
Verdence Capital Advisors
Maryland
$551K +$13.2K +135 +2%
MWM
423
Mission Wealth Management
California
$547K +$550K +5,611 New
SC
424
Scotia Capital
Ontario, Canada
$539K -$8.25M -84,073 -94%
TI
425
Truepoint Inc
Ohio
$538K +$542K +5,523 New