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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
401
Sheets Smith Wealth Management
North Carolina
$1.88M
IDA
402
Intelligence Driven Advisers
California
$1.87M +$1.84M +19,875 New
DWT
403
Dorsey & Whitney Trust
South Dakota
$1.86M +$64.4K +695 +4%
BBHC
404
Brown Brothers Harriman & Co
New York
$1.82M -$9.27K -100 -0.5%
CFS
405
Coordinated Financial Services
Colorado
$1.82M +$55.9K +603 +3%
LPAM
406
Lodestar Private Asset Management
California
$1.81M -$118K -1,278 -6%
BPW
407
Bingham Private Wealth
California
$1.81M +$138K +1,485 +8%
RF
408
RHS Financial
California
$1.8M +$270K +2,914 +18%
RFN
409
RDA Financial Network
Iowa
$1.78M +$46.1K +497 +3%
MOS
410
MGO One Seven
Ohio
$1.76M +$1.19M +12,870 +218%
JWM
411
JGP Wealth Management
Oregon
$1.76M +$571K +6,162 +49%
LWA
412
Lifelong Wealth Advisors
Minnesota
$1.75M +$15.9K +172 +0.9%
MAM
413
MMA Asset Management
Pennsylvania
$1.74M +$1.72M +18,539 New
BRWA
414
B. Riley Wealth Advisors
Florida
$1.74M +$1.72M +18,532 New
FPAS
415
Focus Partners Advisor Solutions
Missouri
$1.73M +$619K +6,679 +57%
Pathstone Holdings
416
Pathstone Holdings
New Jersey
$1.72M -$536K -5,787 -24%
MFG
417
MidWestOne Financial Group
Iowa
$1.7M -$135K -1,456 -7%
KG
418
Kilter Group
New York
$1.68M +$219K +2,365 +15%
CIA
419
Capital Investment Advisors
Georgia
$1.66M +$28.4K +306 +2%
GWP
420
Gateway Wealth Partners
Wisconsin
$1.65M +$147K +1,586 +10%
WWM
421
Western Wealth Management
Colorado
$1.65M -$9.54K -103 -0.6%
AR
422
Advisory Research
Illinois
$1.64M
WP
423
WealthPLAN Partners
Nebraska
$1.61M +$8.62K +93 +0.5%
VAG
424
VisionPoint Advisory Group
Texas
$1.6M +$1.58M +17,089 New
M&T Bank
425
M&T Bank
New York
$1.6M -$158K -1,702 -9%