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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
501
Obermeyer Wealth Partners
Colorado
$347K
NAM
502
NTV Asset Management
West Virginia
$346K -$104K -999 -23%
BTWM
503
Baker Tilly Wealth Management
Wisconsin
$345K -$138K -1,325 -28%
NDSI
504
Newman Dignan & Sheerar Inc
Rhode Island
$344K +$731 +7 +0.2%
MHR
505
Matthew Hamilton Rosenberg
$342K -$46.2K -443 -12%
TWM
506
TMD Wealth Management
Arizona
$338K
VIA
507
Vident Investment Advisory
Georgia
$337K +$346K +3,312 New
SAM
508
Summit Asset Management
Tennessee
$332K -$10.2K -98 -3%
ATC
509
Argent Trust Co
Tennessee
$331K -$96.5K -925 -22%
DCM
510
Donaldson Capital Management
Indiana
$331K -$6.99K -67 -2%
OFG
511
OmniStar Financial Group
North Carolina
$331K +$105K +1,010 +45%
WEG
512
World Equity Group
Illinois
$329K +$337K +3,232 New
AWA
513
Arete Wealth Advisors
Illinois
$328K -$99.6K -954 -23%
IFS
514
Ifrah Financial Services
Arkansas
$327K -$984K -9,432 -75%
CWM
515
Cornerstone Wealth Management
Missouri
$327K -$22.3K -214 -6%
Federated Hermes
516
Federated Hermes
Pennsylvania
$324K -$974K -9,329 -75%
SHIM
517
Stone House Investment Management
Pennsylvania
$324K +$10.9K +104 +3%
JAG
518
Journey Advisory Group
Kentucky
$323K
IWM
519
IHT Wealth Management
Illinois
$322K -$17.4K -167 -5%
SL
520
SWMG LLC
Texas
$322K +$5.64K +54 +2%
WA
521
Winfield Associates
Ohio
$320K
FWP
522
Firethorn Wealth Partners
Georgia
$319K -$125K -1,199 -28%
CAM
523
Cidel Asset Management
Ontario, Canada
$317K
CRC
524
Curi RMB Capital
Illinois
$317K +$325K +3,114 New
LPIC
525
LeJeune Puetz Investment Counsel
Michigan
$313K -$3.13K -30 -1%