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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
426
Moors & Cabot
Massachusetts
$801K +$48.8K +453 +6%
1WA
427
180 Wealth Advisors
Washington
$791K +$11K +102 +1%
FT
428
Fiduciary Trust
Massachusetts
$782K -$24.2K -225 -3%
TPA
429
Trivium Point Advisory
Connecticut
$776K +$28.9K +268 +4%
PWAG
430
Polaris Wealth Advisory Group
California
$766K +$768K +7,134 New
FIA
431
Foundations Investment Advisors
Arizona
$754K -$55.3K -514 -7%
AFA
432
American Financial Advisors
Georgia
$741K -$143K -1,331 -16%
BAM
433
Belpointe Asset Management
Nevada
$739K -$707K -6,572 -49%
TC
434
Trilogy Capital
California
$736K +$123K +1,138 +20%
WFA
435
Wellspring Financial Advisors
Ohio
$726K -$325K -3,023 -31%
MYIA
436
Mount Yale Investment Advisors
Colorado
$716K +$77.6K +721 +12%
PFG
437
Pacific Financial Group
Washington
$711K +$31.5K +293 +5%
SFS
438
Security Financial Services
Indiana
$708K +$710K +6,592 New
DC
439
Davenport & Co
Virginia
$706K +$220K +2,048 +45%
ACP
440
Aveo Capital Partners
Colorado
$689K +$63.8K +593 +10%
KPWS
441
Kestra Private Wealth Services
Texas
$688K +$429K +3,988 +165%
ERIM
442
Eagle Ridge Investment Management
Connecticut
$675K
MRC
443
Millburn Ridgefield Corp
New York
$669K +$208K +1,929 +45%
LSA
444
Lion Street Advisors
Texas
$663K
William Blair & Company
445
William Blair & Company
Illinois
$661K +$99.1K +921 +18%
SW
446
SVB Wealth
Massachusetts
$660K -$52.5K -488 -7%
CC
447
Courier Capital
New York
$634K
WWM
448
Western Wealth Management
Colorado
$632K +$635K +5,903 New
CA
449
CoreCap Advisors
Michigan
$631K +$632K +5,870 New
CCA
450
Catalyst Capital Advisors
New York
$627K +$28K +260 +5%