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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FT
476
Fiduciary Trust
Massachusetts
$672K -$8.5K -93 -1%
KWM
477
Keebeck Wealth Management
Illinois
$672K -$180K -1,972 -21%
D
478
Diversified
Delaware
$670K -$28K -306 -4%
BFM
479
Boothbay Fund Management
New York
$666K -$823K -9,000 -55%
Vontobel Holding
480
Vontobel Holding
Switzerland
$657K -$83.2K -910 -11%
Koshinski Asset Management
481
Koshinski Asset Management
Illinois
$648K +$18.9K +207 +3%
RJT
482
Raymond James Trust
Florida
$646K -$5.58K -61 -0.8%
EWA
483
EverSource Wealth Advisors
Alabama
$642K +$21.3K +233 +3%
CRG
484
Cornerstone Retirement Group
Nevada
$640K +$658K +7,204 New
VPP
485
Vertex Planning Partners
Illinois
$635K -$129K -1,411 -16%
MIS
486
Morningstar Investment Services
Illinois
$630K +$647K +7,078 New
FIM
487
Freedom Investment Management
Connecticut
$628K +$17.5K +191 +3%
FFS
488
Founders Financial Securities
Maryland
$623K -$25.5K -279 -4%
PIA
489
Perennial Investment Advisors
California
$621K -$140K -1,530 -18%
TW
490
TrinityPoint Wealth
Connecticut
$618K +$13.4K +147 +2%
MPW
491
MA Private Wealth
California
$616K -$7.86K -86 -1%
LSA
492
Lion Street Advisors
Texas
$616K +$32.8K +359 +5%
SFM
493
Signet Financial Management
New Jersey
$595K -$100K -1,099 -14%
MSAGDF
494
Moneda SA Administradora General de Fondos
Chile
$592K
1WA
495
180 Wealth Advisors
Washington
$591K +$28.7K +314 +5%
PFA
496
Pinnacle Family Advisors
Missouri
$589K +$34K +372 +6%
TWP
497
Tempus Wealth Planning
California
$575K +$90.7K +992 +18%
GIA
498
Gladstone Institutional Advisory
Florida
$574K +$34K +372 +6%
GVAG
499
Great Valley Advisor Group
Delaware
$573K -$188K -2,055 -24%
EWA
500
Evolution Wealth Advisors
Florida
$568K