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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
501
Gen-Wealth Partners
Michigan
$1.05M +$20.6K +221 +2%
UB
502
UMB Bank
Missouri
$1.04M +$233K +2,500 +28%
LBC
503
Lowe Brockenbrough & Co
Virginia
$1.04M -$198K -2,122 -16%
TPA
504
Trivium Point Advisory
Connecticut
$1.04M +$302K +3,247 +40%
CCFM
505
Clear Creek Financial Management
Washington
$1.04M +$48.6K +522 +5%
TWCA
506
Two West Capital Advisors
Kansas
$1.03M +$176K +1,889 +20%
DE
507
Diversified Enterprises
Delaware
$1.02M +$54.3K +583 +6%
LRWM
508
Lord & Richards Wealth Management
Colorado
$1.01M +$1.03M +11,060 New
RFG
509
Range Financial Group
Oregon
$1.01M +$1.02M +10,981 New
FT
510
Fiduciary Trust
Massachusetts
$995K +$14K +150 +1%
CAAS
511
Capital Asset Advisory Services
Michigan
$990K -$735K -7,892 -42%
HSBC Holdings
512
HSBC Holdings
United Kingdom
$985K -$1.4K -15 -0.1%
SWG
513
Summit Wealth Group
Vermont
$980K +$233K +2,500 +31%
PB
514
Pinnacle Bancorp
Nebraska
$969K +$153K +1,648 +18%
MG
515
Mather Group
Illinois
$952K -$86.1K -925 -8%
CB
516
Commerce Bank
Missouri
$935K +$562K +6,032 +145%
AIM
517
Acropolis Investment Management
Missouri
$927K +$78.1K +839 +9%
SFG
518
Sovereign Financial Group
Connecticut
$927K +$176K +1,894 +23%
DPI
519
Diversified Portfolios Inc
Michigan
$918K +$932K +10,012 New
Point72 Asset Management
520
Point72 Asset Management
Connecticut
$917K – – –
MCC
521
Maiden Cove Capital
Maine
$916K -$92K -988 -9%
CP
522
Clarendon Private
Massachusetts
$913K +$928K +9,962 New
TPWA
523
TRUE Private Wealth Advisors
Oregon
$908K -$889K -9,545 -49%
OFS
524
OneAscent Financial Services
Alabama
$898K +$912K +9,796 New
CWP
525
Cyndeo Wealth Partners
Florida
$895K +$67.5K +725 +8%