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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
501
American Financial Advisors
Georgia
$551K -$49.4K -523 -8%
BAM
502
BTS Asset Management
Massachusetts
$547K -$94 -1 -0%
SP
503
SWS Partners
Ohio
$539K +$537K +5,692 New
CWM
504
Cahaba Wealth Management
Georgia
$536K +$2.83K +30 +0.5%
VCA
505
Verdence Capital Advisors
Maryland
$536K +$94 +1 +0%
OAP
506
One Advisory Partners
Kansas
$526K -$1.02M -10,802 -66%
SAS
507
Stelac Advisory Services
New York
$519K -$1.06M -11,256 -67%
PJSIMP
508
P.J. Schmidt Investment Management (PJS)
Wisconsin
$519K +$29.1K +308 +6%
WI
509
Wintrust Investments
Illinois
$494K +$77.1K +816 +19%
HFS
510
Haverford Financial Services
Pennsylvania
$492K -$17K -180 -3%
AIC
511
Argus Investors Counsel
New York
$488K
D
512
Dentgroup
Louisiana
$487K +$165K +1,751 +52%
BFA
513
Beacon Financial Advisory
Ohio
$484K +$147K +1,561 +44%
Kovitz Investment Group Partners
514
Kovitz Investment Group Partners
Illinois
$477K +$147K +1,553 +45%
WWM
515
Western Wealth Management
Colorado
$475K +$473K +5,009 New
EWA
516
Evolution Wealth Advisors
Florida
$474K
WT
517
Whittier Trust
California
$474K
TSA
518
Tri-Star Advisors
Texas
$461K -$15.8M -166,975 -97%
SP
519
Successful Portfolios
Florida
$461K +$15.1K +160 +3%
MSFS
520
Main Street Financial Solutions
Pennsylvania
$457K +$472 +5 +0.1%
IP
521
Intellectus Partners
California
$457K +$1.23K +13 +0.3%
SWM
522
Silverlake Wealth Management
Vermont
$449K +$224K +2,373 +100%
KP
523
Keel Point
Alabama
$441K +$97K +1,027 +28%
IAS
524
IMA Advisory Services
Colorado
$438K
PPP
525
Private Portfolio Partners
New Jersey
$433K -$55.7K -590 -11%