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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
501
WealthGarden F.S.
California
$1.02M -$312K -3,366 -24%
SAM
502
Strategy Asset Managers
California
$1.01M -$1.03M -11,082 -51%
RFA
503
Resurgent Financial Advisors
Georgia
$1.01M -$1.48K -16 -0.1%
HIM
504
Hanlon Investment Management
New Jersey
$1M +$308K +3,324 +45%
PIA
505
Perennial Investment Advisors
California
$1M -$102K -1,096 -9%
RFP
506
RCS Financial Planning
Maryland
$999K +$33.5K +361 +4%
SWG
507
Summit Wealth Group
Vermont
$994K -$8.9K -96 -0.9%
VPA
508
Vernal Point Advisors
California
$990K – – –
FIM
509
Freedom Investment Management
Connecticut
$986K +$127K +1,367 +15%
VWM
510
Venturi Wealth Management
Texas
$985K -$5.1K -55 -0.5%
CP
511
Clarendon Private
Massachusetts
$984K +$49.1K +530 +5%
AP
512
Americana Partners
Texas
$974K +$593K +6,404 +161%
DE
513
Diversified Enterprises
Delaware
$953K -$195K -2,108 -17%
BW
514
Balance Wealth
Ohio
$943K -$992K -10,706 -52%
GWM
515
Greenwich Wealth Management
Connecticut
$925K +$466K +5,028 +104%
MCA
516
MSH Capital Advisors
Arizona
$919K +$243K +2,622 +37%
Koshinski Asset Management
517
Koshinski Asset Management
Illinois
$915K -$1.39K -15 -0.2%
LA
518
LexAurum Advisors
Kansas
$913K +$66.9K +722 +8%
BIG
519
Brookwood Investment Group
Arizona
$912K -$207K -2,236 -19%
FA
520
FC Advisory
Pennsylvania
$894K +$2.22K +24 +0.3%
WPW
521
Watershed Private Wealth
Illinois
$888K +$12.7K +137 +1%
SWM
522
Seed Wealth Management
Illinois
$884K – – –
BCM
523
Boreal Capital Management
Florida
$884K +$873K +9,416 New
CFG
524
Chapman Financial Group
Hawaii
$866K +$854K +9,219 New
SPI
525
Sutton Place Investors
New York
$861K -$47.5K -513 -5%