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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
CoreCap Advisors
Michigan
$1.36M +$93.8K +992 +7%
XPN
502
XY Planning Network
Montana
$1.36M +$149K +1,577 +12%
EWA
503
Exit Wealth Advisors
Georgia
$1.35M +$1.35M +14,237 New
GAM
504
Gotham Asset Management
New York
$1.34M – – –
Lido Advisors
505
Lido Advisors
California
$1.34M -$45.7K -483 -3%
SFG
506
Strive Financial Group
Indiana
$1.33M +$217K +2,292 +19%
BWAM
507
Boyd Watterson Asset Management
Ohio
$1.33M +$236K +2,494 +21%
TWP
508
Triad Wealth Partners
Kansas
$1.33M -$19M -200,468 -93%
CFG
509
Chapman Financial Group
Hawaii
$1.33M -$11.3K -120 -0.8%
AQR Capital Management
510
AQR Capital Management
Connecticut
$1.32M +$208K +2,201 +19%
LPAM
511
Lodestar Private Asset Management
California
$1.3M -$76.3K -807 -6%
Prudential Financial
512
Prudential Financial
New Jersey
$1.3M – – –
MCA
513
MSH Capital Advisors
Arizona
$1.27M +$9.27K +98 +0.7%
Brown Advisory
514
Brown Advisory
Maryland
$1.26M +$120K +1,266 +11%
WS
515
Wedbush Securities
California
$1.25M -$49.5K -523 -4%
AW
516
Alteri Wealth
California
$1.24M +$56.1K +593 +5%
GAA
517
Global Assets Advisory
Florida
$1.22M -$497K -5,254 -29%
SAI
518
Savvy Advisors Inc
New York
$1.22M +$287K +3,038 +31%
SPC
519
Sigma Planning Corp
Michigan
$1.22M -$62.3K -659 -5%
IWM
520
IHT Wealth Management
Illinois
$1.22M -$181K -1,910 -13%
CWP
521
Cyndeo Wealth Partners
Florida
$1.21M +$19.5K +206 +2%
RCA
522
Rose Capital Advisors
Florida
$1.19M +$1.19M +12,551 New
CSPIA
523
Cary Street Partners Investment Advisory
Virginia
$1.18M +$395K +4,174 +50%
TAM
524
Titleist Asset Management
Texas
$1.18M +$120K +1,272 +11%
SWP
525
Sagespring Wealth Partners
Tennessee
$1.18M +$175K +1,847 +17%