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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
501
Clarendon Private
Massachusetts
$998K +$1.13K +12 +0.1%
DE
502
Diversified Enterprises
Delaware
$997K +$30.3K +323 +3%
KPWS
503
Kestra Private Wealth Services
Texas
$988K -$236K -2,509 -19%
RFA
504
Resurgent Financial Advisors
Georgia
$985K -$37.7K -401 -4%
TWP
505
Tempus Wealth Planning
California
$984K -$158K -1,681 -14%
NL
506
NWAM LLC
Washington
$984K +$104K +1,111 +12%
Koshinski Asset Management
507
Koshinski Asset Management
Illinois
$970K +$42.6K +453 +5%
MHR
508
Matthew Hamilton Rosenberg
$964K +$147K +1,564 +18%
PIA
509
Perennial Investment Advisors
California
$957K -$56K -596 -6%
AI
510
Auour Investments
Massachusetts
$945K +$694K +7,383 +289%
VPA
511
Vernal Point Advisors
California
$932K -$70.5K -750 -7%
ATC
512
Argent Trust Co
Tennessee
$932K +$644K +6,855 +234%
WFS
513
WealthGarden F.S.
California
$931K -$115K -1,227 -11%
LA
514
LexAurum Advisors
Kansas
$924K -$1.41K -15 -0.2%
BFG
515
Birch Financial Group
New Hampshire
$922K +$108K +1,150 +13%
FA
516
FC Advisory
Pennsylvania
$908K +$2.16K +23 +0.2%
FWA
517
FSC Wealth Advisors
New York
$903K +$87.6K +933 +11%
SWM
518
Seed Wealth Management
Illinois
$896K
TWP
519
Tyche Wealth Partners
Texas
$890K +$274K +2,918 +45%
Lido Advisors
520
Lido Advisors
California
$889K -$538K -5,728 -38%
AIM
521
Acropolis Investment Management
Missouri
$889K +$41K +436 +5%
AQR Capital Management
522
AQR Capital Management
Connecticut
$868K +$183K +1,945 +27%
SPI
523
Sutton Place Investors
New York
$867K -$4.7K -50 -0.5%
PI
524
PFG Investments
New York
$864K -$263K -2,795 -24%
SFS
525
Sowell Financial Services
Arkansas
$863K +$36.4K +387 +4%