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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
401
Private Portfolio Partners
New Jersey
$588K -$829K -8,549 -57%
LSA
402
Lion Street Advisors
Texas
$586K +$20.3K +209 +3%
SFG
403
Summit Financial Group
West Virginia
$582K -$22.3K -230 -3%
AFA
404
American Financial Advisors
Georgia
$577K +$1.84K +19 +0.3%
AWM
405
Avaii Wealth Management
Wisconsin
$574K +$243K +2,502 +66%
RIM
406
Rockbridge Investment Management
New York
$572K -$872K -9,000 -59%
GVAG
407
Great Valley Advisor Group
Delaware
$567K -$547K -5,639 -48%
MPW
408
MA Private Wealth
California
$562K -$5.53K -57 -0.9%
AWA
409
Arete Wealth Advisors
Illinois
$557K +$276K +2,847 +88%
BIA
410
Bigelow Investment Advisors
Maine
$555K +$175K +1,802 +42%
1WA
411
180 Wealth Advisors
Washington
$553K -$44.5K -459 -7%
MSAGDF
412
Moneda SA Administradora General de Fondos
Chile
$552K +$584K +6,025 New
SFM
413
Signet Financial Management
New Jersey
$546K -$450K -4,644 -44%
FHA
414
First Horizon Advisors
Tennessee
$545K +$83.4K +860 +17%
CC
415
Courier Capital
New York
$542K +$1.65K +17 +0.3%
EA
416
Emerald Advisors
Washington
$541K -$589K -6,079 -51%
WANY
417
Wealthspire Advisors (New York)
New York
$533K +$298K +3,070 +112%
VCA
418
Verdence Capital Advisors
Maryland
$518K +$97 +1 +0%
HFS
419
Haverford Financial Services
Pennsylvania
$512K -$16.1K -166 -3%
KP
420
Keel Point
Alabama
$508K +$537K +5,544 New
KPWS
421
Kestra Private Wealth Services
Texas
$505K -$38.9K -401 -7%
WWM
422
Western Wealth Management
Colorado
$498K +$15.5K +160 +3%
CWM
423
Cahaba Wealth Management
Georgia
$492K +$2.81K +29 +0.5%
SC
424
Savant Capital
Illinois
$485K +$514K +5,298 New
Lido Advisors
425
Lido Advisors
California
$483K -$129K -1,334 -20%