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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
401
Lifelong Wealth Advisors
Minnesota
$1.9M +$1.93M +20,756 New
RF
402
RHS Financial
California
$1.88M +$303K +3,259 +19%
LPAM
403
Lodestar Private Asset Management
California
$1.87M -$26.4K -284 -1%
Lido Advisors
404
Lido Advisors
California
$1.86M -$92.4K -992 -5%
SB
405
Strategic Blueprint
Georgia
$1.86M +$143K +1,532 +8%
AWM
406
Axxcess Wealth Management
California
$1.85M -$768K -8,251 -29%
SI
407
Stephens Inc
Arkansas
$1.84M +$981K +10,533 +110%
PA
408
Procyon Advisors
Connecticut
$1.83M +$1.86M +20,015 New
DG
409
DMC Group
Alabama
$1.82M +$77.1K +828 +4%
MFG
410
MidWestOne Financial Group
Iowa
$1.82M -$66K -709 -3%
SAS
411
Stelac Advisory Services
New York
$1.82M +$61K +655 +3%
TPWA
412
Twin Peaks Wealth Advisors
California
$1.8M +$235K +2,522 +15%
RSWM
413
Robertson Stephens Wealth Management
California
$1.78M -$345K -3,705 -16%
BBHC
414
Brown Brothers Harriman & Co
New York
$1.78M +$93 +1 +0%
MW
415
Maia Wealth
Colorado
$1.75M -$140K -1,500 -7%
VPA
416
Vernal Point Advisors
California
$1.74M
NCFG
417
New Century Financial Group
New Jersey
$1.74M -$46.8K -503 -3%
CWA
418
Clearview Wealth Advisors
Oregon
$1.73M +$87K +934 +5%
WP
419
WealthPLAN Partners
Nebraska
$1.72M +$87.2K +936 +5%
EWA
420
EP Wealth Advisors
California
$1.72M +$1.22M +13,153 +235%
BWA
421
BCU Wealth Advisors
Illinois
$1.71M +$253K +2,715 +17%
RIM
422
Redwood Investment Management
Arizona
$1.7M +$124K +1,332 +8%
CFS
423
Coordinated Financial Services
Colorado
$1.68M +$1.71M +18,368 New
CAM
424
Concorde Asset Management
Michigan
$1.68M +$217K +2,332 +15%
WWM
425
Western Wealth Management
Colorado
$1.67M +$30.7K +330 +2%