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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIWA
426
Prevail Innovative Wealth Advisors
Kansas
$1.6M +$1.58M +17,015 New
RIM
427
Redwood Investment Management
Arizona
$1.59M -$364K -3,926 -19%
MW
428
Maia Wealth
Colorado
$1.58M +$19.3K +208 +1%
AW
429
Alteri Wealth
California
$1.55M +$66K +712 +4%
TC
430
Trilogy Capital
California
$1.55M +$5.28K +57 +0.3%
OWP
431
ORG Wealth Partners
Texas
$1.55M -$9.91K -107 -0.6%
SF
432
Synovus Financial
Georgia
$1.54M -$85.3K -921 -5%
DG
433
DMC Group
Alabama
$1.54M -$82.7K -892 -5%
OAS
434
Optivise Advisory Services
Tennessee
$1.53M +$240K +2,591 +19%
TPWA
435
Twin Peaks Wealth Advisors
California
$1.53M +$47.5K +513 +3%
OC
436
Oppenheimer & Co
New York
$1.52M +$208K +2,240 +16%
KOCAA
437
Knights of Columbus Asset Advisors
Connecticut
$1.51M
FNB
438
Farmers National Bank
Kentucky
$1.51M
FT
439
Fiduciary Trust
Massachusetts
$1.5M +$445K +4,800 +43%
LIA
440
LifePlan Investment Advisors
North Carolina
$1.49M +$197K +2,126 +16%
MAM
441
Milestone Asset Management
Pennsylvania
$1.46M +$1.44M +15,580 New
CWA
442
Clearview Wealth Advisors
Oregon
$1.45M -$12.2K -132 -0.8%
GIA
443
GHP Investment Advisors
Colorado
$1.45M -$38.3K -413 -3%
KF
444
K2 Financial
California
$1.44M +$625K +6,741 +77%
SWM
445
Silverlake Wealth Management
Vermont
$1.44M -$39.3K -424 -3%
Lido Advisors
446
Lido Advisors
California
$1.42M +$69.6K +751 +5%
CB
447
Commerce Bank
Missouri
$1.42M +$58.6K +632 +4%
CFIA
448
Cantor Fitzgerald Investment Advisors
New York
$1.41M +$65K +701 +5%
DLCIG
449
D.L. Carlson Investment Group
New Hampshire
$1.41M -$898K -9,696 -39%
LCG
450
Lakeshore Capital Group
Illinois
$1.41M -$18K -194 -1%