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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWMA
501
Market Street Wealth Management Advisors
Indiana
$341K +$84.3K +778 +33%
WA
502
Winfield Associates
Ohio
$340K -$396K -3,650 -54%
LPIC
503
LeJeune Puetz Investment Counsel
Michigan
$336K
CAM
504
Cidel Asset Management
Ontario, Canada
$331K
CAS
505
Cascadia Advisory Services
Oregon
$328K -$89.8K -828 -21%
VWA
506
Visionary Wealth Advisors
Illinois
$326K +$32.7K +302 +11%
AWA
507
Arete Wealth Advisors
Illinois
$325K +$30.6K +282 +10%
LW
508
Linscomb Wealth
Texas
$321K -$24.5K -226 -7%
BWM
509
Bulltick Wealth Management
Florida
$320K +$321K +2,957 New
PFA
510
Pure Financial Advisors
California
$319K -$60K -553 -16%
RWM
511
Rezny Wealth Management
Florida
$313K
OWA
512
Outlook Wealth Advisors
Texas
$311K -$104K -959 -25%
CCA
513
Clearwater Capital Advisors
Illinois
$301K -$36.4M -335,564 -99%
AF
514
Advisornet Financial
Minnesota
$299K -$776K -7,153 -72%
HS
515
Horan Securities
United States
$296K -$12.7K -117 -4%
DWP
516
Destiny Wealth Partners
Florida
$289K
LWA
517
Lenox Wealth Advisors
New York
$289K +$1.08K +10 +0.4%
KFGK
518
Keystone Financial Group (Kentucky)
Kentucky
$289K +$6.83K +63 +2%
M&T Bank
519
M&T Bank
New York
$287K -$42.6K -393 -13%
CBFP
520
Cedar Brook Financial Partners
Ohio
$287K -$40.9K -377 -12%
WDC
521
Woodward Diversified Capital
California
$287K -$4.77K -44 -2%
IF
522
Intrua Financial
Texas
$286K +$48K +443 +20%
BPA
523
Beacon Pointe Advisors
California
$286K +$84.1K +776 +42%
VWA
524
V Wealth Advisors
Kansas
$285K +$286K +2,634 New
PCA
525
Personal Capital Advisors
California
$284K +$72.4K +668 +34%