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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
501
Tempus Wealth Planning
California
$1.34M +$305K +3,190 +29%
DG
502
DMC Group
Alabama
$1.3M -$87.2K -913 -6%
Prudential Financial
503
Prudential Financial
New Jersey
$1.3M – – –
WS
504
Wedbush Securities
California
$1.3M -$96 -1 -0%
SPC
505
Sigma Planning Corp
Michigan
$1.29M +$166K +1,736 +15%
CAM
506
Cresset Asset Management
Illinois
$1.28M -$40.7K -426 -3%
KPWS
507
Kestra Private Wealth Services
Texas
$1.28M +$160K +1,679 +14%
TWP
508
Tyche Wealth Partners
Texas
$1.27M +$58.9K +616 +5%
MWA
509
Madson Wealth Advisors
California
$1.27M +$1.28M +13,386 New
CA
510
CoreCap Advisors
Michigan
$1.27M +$146K +1,526 +13%
MCA
511
MSH Capital Advisors
Arizona
$1.27M -$43.2K -452 -3%
AR
512
Apeiron RIA
Texas
$1.25M -$922K -9,647 -42%
TFA
513
Transamerica Financial Advisors
Florida
$1.24M +$268K +2,806 +27%
AAS
514
Annex Advisory Services
Wisconsin
$1.23M -$85M -890,094 -99%
FWP
515
Firethorn Wealth Partners
Georgia
$1.21M +$6.69K +70 +0.6%
XPN
516
XY Planning Network
Montana
$1.21M +$308K +3,221 +34%
FT
517
Fiduciary Trust
Massachusetts
$1.2M -$231K -2,420 -16%
CWP
518
Cyndeo Wealth Partners
Florida
$1.2M +$305K +3,195 +34%
AW
519
Alteri Wealth
California
$1.19M -$563K -5,893 -32%
HAG
520
HighPoint Advisor Group
Illinois
$1.15M +$15.2K +159 +1%
Brown Advisory
521
Brown Advisory
Maryland
$1.14M -$90.4K -946 -7%
HTC
522
Haverford Trust Company
Pennsylvania
$1.13M -$533K -5,578 -32%
SFG
523
Strive Financial Group
Indiana
$1.12M +$86.7K +907 +8%
AQR Capital Management
524
AQR Capital Management
Connecticut
$1.11M +$78.3K +820 +7%
MBT
525
Montecito Bank & Trust
California
$1.11M -$45.9K -480 -4%