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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
451
TrinityPoint Wealth
Connecticut
$439K +$441K +4,500 New
FFS
452
Founders Financial Securities
Maryland
$432K +$434K +4,430 New
T
453
TRUADVICE
Florida
$425K -$42.7K -435 -9%
ACI
454
Alpha Cubed Investments
California
$425K +$36.1K +368 +9%
CAMV
455
Concord Asset Management (Virginia)
Virginia
$425K +$28.1K +286 +7%
SWM
456
Selective Wealth Management
Virginia
$424K +$285K +2,904 +201%
AWM
457
Apollon Wealth Management
South Carolina
$420K -$97.8K -997 -19%
BIA
458
Bigelow Investment Advisors
Maine
$415K +$36.6K +373 +10%
CAM
459
Concorde Asset Management
Michigan
$412K -$37.5K -382 -8%
APA
460
American Portfolios Advisors
New York
$410K -$70.6K -720 -15%
AG
461
Ascent Group
Virginia
$409K -$177K -1,800 -31%
GWM
462
GDS Wealth Management
Texas
$409K +$3.43K +35 +0.8%
William Blair & Company
463
William Blair & Company
Illinois
$406K +$57.1K +582 +16%
PJSIMP
464
P.J. Schmidt Investment Management (PJS)
Wisconsin
$401K -$530K -5,406 -57%
CAI
465
Capital Advisors Inc
Oklahoma
$399K +$7.94K +81 +2%
BOPW
466
Brandywine Oak Private Wealth
Pennsylvania
$397K -$17.1M -174,149 -98%
LWM
467
Laidlaw Wealth Management
New York
$396K -$6.96K -71 -2%
HPWM
468
Highland Private Wealth Management
Washington
$396K +$398K +4,060 New
FIBT
469
First International Bank & Trust
North Dakota
$391K -$4.41K -45 -1%
FA
470
Flagstar Advisors
New York
$386K +$883 +9 +0.2%
1CP
471
1607 Capital Partners
Virginia
$380K -$53.6M -546,540 -99%
SFS
472
Security Financial Services
Indiana
$374K -$98.3K -1,002 -21%
ACP
473
Aveo Capital Partners
Colorado
$373K -$222K -2,266 -37%
CFG
474
Cooper Financial Group
California
$373K -$42K -428 -10%
HAS
475
HBW Advisory Services
California
$373K +$6.96K +71 +2%