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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
426
SVB Wealth
Massachusetts
$718K +$51.6K +476 +8%
BAM
427
BTS Asset Management
Massachusetts
$715K -$156K -1,436 -18%
AL
428
ADE LLC
Maryland
$708K +$51.2K +472 +8%
PFG
429
Pacific Financial Group
Washington
$691K +$54.9K +506 +9%
RPWA
430
Regent Peak Wealth Advisors
Georgia
$681K
ERIM
431
Eagle Ridge Investment Management
Connecticut
$679K -$108 -1 -0%
LSA
432
Lion Street Advisors
Texas
$669K +$671K +6,183 New
MSFS
433
Main Street Financial Solutions
Pennsylvania
$652K +$405K +3,736 +163%
MYIA
434
Mount Yale Investment Advisors
Colorado
$642K +$90.2K +832 +16%
CAN
435
Claraphi Advisory Network
United States
$639K -$11.8K -109 -2%
CC
436
Courier Capital
New York
$638K
IWM
437
IHT Wealth Management
Illinois
$632K -$816K -7,522 -56%
ACP
438
Aveo Capital Partners
Colorado
$629K -$113K -1,042 -15%
WI
439
Wintrust Investments
Illinois
$622K -$233K -2,149 -27%
SIM
440
Stratos Investment Management
Ohio
$621K +$622K +5,738 New
TC
441
Trilogy Capital
California
$618K +$6.07K +56 +1%
CCM
442
Covington Capital Management
California
$603K
CCA
443
Catalyst Capital Advisors
New York
$603K +$110K +1,010 +22%
CWM
444
Cahaba Wealth Management
Georgia
$593K +$868 +8 +0.1%
BA
445
Bellwether Advisors
Nebraska
$590K
VC
446
Veracity Capital
Georgia
$584K +$67.4K +621 +13%
DIA
447
Dana Investment Advisors
Wisconsin
$580K +$34.6K +319 +6%
SP
448
Successful Portfolios
Florida
$566K -$1.63K -15 -0.3%
Loomis, Sayles & Company
449
Loomis, Sayles & Company
Massachusetts
$566K +$567K +5,231 New
William Blair & Company
450
William Blair & Company
Illinois
$565K -$422K -3,891 -43%