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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
501
Pure Financial Advisors
California
$380K +$13.3K +121 +4%
W
502
WealthOne
New York
$378K +$28.8K +263 +8%
OWP
503
Obermeyer Wealth Partners
Colorado
$369K -$657 -6 -0.2%
JAG
504
Journey Advisory Group
Kentucky
$364K -$11K -100 -3%
NDSI
505
Newman Dignan & Sheerar Inc
Rhode Island
$364K +$876 +8 +0.2%
TWM
506
TMD Wealth Management
Arizona
$360K
APA
507
American Portfolios Advisors
New York
$356K +$69.2K +632 +24%
MC
508
Moors & Cabot
Massachusetts
$355K +$9.31K +85 +3%
LW
509
Linscomb Wealth
Texas
$347K -$8.65K -79 -2%
CCA
510
Catalyst Capital Advisors
New York
$346K +$131K +1,200 +60%
WF
511
Welch & Forbes
Massachusetts
$343K -$9.86K -90 -3%
ATC
512
Argent Trust Co
Tennessee
$343K +$347K +3,164 New
MRC
513
Millburn Ridgefield Corp
New York
$340K -$217K -1,984 -39%
LPIC
514
LeJeune Puetz Investment Counsel
Michigan
$337K
CWM
515
Collaborative Wealth Management
Florida
$332K +$357K +3,262 New
M&T Bank
516
M&T Bank
New York
$330K -$227K -2,072 -40%
CBFP
517
Cedar Brook Financial Partners
Ohio
$328K -$7.23K -66 -2%
IA
518
IFG Advisory
Georgia
$326K +$93.8K +856 +40%
MWM
519
Mattern Wealth Management
Kansas
$325K
DL
520
DOHJ LLC
Washington
$325K +$51.1K +467 +18%
PWMG
521
Prestige Wealth Management Group
New Jersey
$323K
DTC
522
Davidson Trust Company
Washington
$316K
KWA
523
KCS Wealth Advisory
California
$316K +$56.1K +512 +21%
SXL
524
Summit X LLC
Missouri
$314K -$1.41M -12,878 -82%
RWM
525
Rezny Wealth Management
Florida
$313K