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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Strategy Asset Managers
California
$1.01M -$1.03M -11,082 -51%
RFA
502
Resurgent Financial Advisors
Georgia
$1.01M -$1.48K -16 -0.1%
HIM
503
Hanlon Investment Management
New Jersey
$1M +$308K +3,324 +45%
PIA
504
Perennial Investment Advisors
California
$1M -$102K -1,096 -9%
RFP
505
RCS Financial Planning
Maryland
$999K +$33.5K +361 +4%
SWG
506
Summit Wealth Group
Vermont
$994K -$8.9K -96 -0.9%
VPA
507
Vernal Point Advisors
California
$990K
FIM
508
Freedom Investment Management
Connecticut
$986K +$127K +1,367 +15%
VWM
509
Venturi Wealth Management
Texas
$985K -$5.1K -55 -0.5%
CP
510
Clarendon Private
Massachusetts
$984K +$49.1K +530 +5%
AP
511
Americana Partners
Texas
$974K +$593K +6,404 +161%
DE
512
Diversified Enterprises
Delaware
$953K -$195K -2,108 -17%
BW
513
Balance Wealth
Ohio
$943K -$992K -10,706 -52%
GWM
514
Greenwich Wealth Management
Connecticut
$925K +$466K +5,028 +104%
MCA
515
MSH Capital Advisors
Arizona
$919K +$243K +2,622 +37%
Koshinski Asset Management
516
Koshinski Asset Management
Illinois
$915K -$1.39K -15 -0.2%
LA
517
LexAurum Advisors
Kansas
$913K +$66.9K +722 +8%
BIG
518
Brookwood Investment Group
Arizona
$912K -$207K -2,236 -19%
FA
519
FC Advisory
Pennsylvania
$894K +$2.22K +24 +0.3%
WPW
520
Watershed Private Wealth
Illinois
$888K +$12.7K +137 +1%
SWM
521
Seed Wealth Management
Illinois
$884K
BCM
522
Boreal Capital Management
Florida
$884K +$873K +9,416 New
CFG
523
Chapman Financial Group
Hawaii
$866K +$854K +9,219 New
SPI
524
Sutton Place Investors
New York
$861K -$47.5K -513 -5%
SWP
525
Sagespring Wealth Partners
Tennessee
$852K +$88.3K +953 +12%