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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
Sugarloaf Wealth Management
Georgia
$206K +$203K +1,864 New
APP
427
Avantax Planning Partners
Iowa
$205K
MWM
428
MBE Wealth Management
Wisconsin
$202K -$10.1K -93 -5%
RFWA
429
RPg Family Wealth Advisory
Massachusetts
$201K -$76K -698 -28%
PFA
430
Pettinga Financial Advisors
Indiana
$200K -$979K -8,995 -83%
BBA
431
Braun-Bostich & Associates
Pennsylvania
$200K
AF
432
Allworth Financial
California
$186K +$179K +1,649 +4,850%
APC
433
Aspire Private Capital
North Carolina
$182K -$104K -956 -37%
CBT
434
Capital Bank & Trust
California
$176K +$174K +1,595 New
PFGIA
435
Patriot Financial Group Insurance Agency
Massachusetts
$174K -$111K -1,019 -39%
Kayne Anderson Rudnick Investment Management
436
Kayne Anderson Rudnick Investment Management
California
$174K +$762 +7 +0.4%
AF
437
Advisornet Financial
Minnesota
$168K -$134K -1,231 -45%
AA
438
AlphaMark Advisors
Kentucky
$166K +$163K +1,502 New
FHA
439
Flagship Harbor Advisors
Massachusetts
$164K -$26.1K -240 -14%
FA
440
Financial Advantage
Maryland
$163K
SWA
441
Stratos Wealth Advisors
Ohio
$127K -$75.7K -696 -38%
CF
442
Centaurus Financial
California
$127K -$53.4K -491 -30%
DSC
443
Duncker Streett & Co
Missouri
$127K +$65.3K +600 +108%
APA
444
American Portfolios Advisors
New York
$127K +$14K +129 +13%
OC
445
Oakworth Capital
Alabama
$124K -$109K -1,000 -47%
BAM
446
BTS Asset Management
Massachusetts
$119K +$58.2K +535 +94%
TL
447
TrueWealth LLC
Georgia
$117K +$115K +1,057 New
OPS
448
Orion Portfolio Solutions
Nebraska
$111K +$77K +708 +234%
AII
449
AGF Investments Inc
Ontario, Canada
$107K +$105K +965 New
DI
450
Disciplined Investments
Oklahoma
$103K -$34.4K -316 -25%