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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
501
Resurgent Financial Advisors
Georgia
$1.01M -$113K -1,223 -10%
SWG
502
Summit Wealth Group
Vermont
$1M
VPA
503
Vernal Point Advisors
California
$989K -$782K -8,455 -45%
VWM
504
Venturi Wealth Management
Texas
$989K -$393K -4,248 -29%
RA
505
RFG Advisory
Alabama
$986K -$699K -7,555 -42%
EWA
506
EP Wealth Advisors
California
$979K -$768K -8,301 -44%
OFS
507
OneAscent Financial Services
Alabama
$974K +$51.4K +556 +6%
Tudor Investment Corp
508
Tudor Investment Corp
Connecticut
$971K +$958K +10,355 New
RFP
509
RCS Financial Planning
Maryland
$964K -$217K -2,351 -19%
CCFM
510
Clear Creek Financial Management
Washington
$957K -$101K -1,097 -10%
AQR Capital Management
511
AQR Capital Management
Connecticut
$950K +$95.6K +1,034 +11%
Point72 Asset Management
512
Point72 Asset Management
Connecticut
$938K
VFPW
513
Vantage Financial Partners (Wisconsin)
Wisconsin
$934K -$162K -1,756 -15%
CP
514
Clarendon Private
Massachusetts
$933K -$1.2K -13 -0.1%
PB
515
Pinnacle Bancorp
Nebraska
$923K -$67.6K -731 -7%
PFG
516
Pacific Financial Group
Washington
$923K +$36K +389 +4%
LBC
517
Lowe Brockenbrough & Co
Virginia
$921K -$143K -1,545 -14%
Koshinski Asset Management
518
Koshinski Asset Management
Illinois
$915K +$128K +1,382 +16%
SPI
519
Sutton Place Investors
New York
$908K -$185K -1,995 -17%
EFG
520
Elios Financial Group
Ohio
$900K +$2.5K +27 +0.3%
NI
521
Natural Investments
California
$899K +$18.1K +196 +2%
MHR
522
Matthew Hamilton Rosenberg
$895K +$122K +1,316 +16%
FA
523
FC Advisory
Pennsylvania
$890K -$1.2K -13 -0.1%
SWM
524
Seed Wealth Management
Illinois
$883K
WPW
525
Watershed Private Wealth
Illinois
$874K -$1.56M -16,869 -64%