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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
526
TruWealth Advisors
Louisiana
$281K
BAM
527
Barrett Asset Management
New York
$276K +$54.2K +500 +24%
W
528
WealthOne
New York
$269K -$108K -999 -29%
EBT
529
Enterprise Bank & Trust
Massachusetts
$269K
WWM
530
WT Wealth Management
Arizona
$268K -$12.8K -118 -5%
KFS
531
Kelly Financial Services
Massachusetts
$265K +$29.3K +270 +12%
RPG
532
Resource Planning Group
Georgia
$265K +$266K +2,453 New
WHG
533
Westwood Holdings Group
Texas
$260K -$10.1K -93 -4%
FWIA
534
Fort Washington Investment Advisors
Ohio
$260K
LSPW
535
Lake Street Private Wealth
Illinois
$257K -$12.9K -119 -5%
APA
536
American Portfolios Advisors
New York
$254K -$101K -934 -28%
CG
537
Colony Group
Massachusetts
$253K +$253K +2,335 New
SXL
538
Summit X LLC
Missouri
$250K -$64.8K -598 -21%
FFA
539
Founders Financial Alliance
North Carolina
$250K -$17.7K -163 -7%
FG
540
Fiduciary Group
Georgia
$250K -$10.6K -98 -4%
MSFS
541
Main Street Financial Solutions
Pennsylvania
$249K +$17.1K +158 +7%
LA
542
LexAurum Advisors
Kansas
$247K -$60.1K -554 -20%
RIA
543
Realta Investment Advisors
Delaware
$243K +$34K +314 +16%
PFS
544
Prospera Financial Services
Texas
$242K +$40.2K +371 +20%
KWA
545
KCS Wealth Advisory
California
$241K -$75.3K -695 -24%
SFG
546
SevenBridge Financial Group
Pennsylvania
$239K +$976 +9 +0.4%
CC
547
Claybrook Capital
Massachusetts
$239K +$239K +2,205 New
Fifth Third Bancorp
548
Fifth Third Bancorp
Ohio
$238K -$2.31M -21,290 -91%
WIC
549
Whitegate Investment Counselors
New Hampshire
$229K
PFA
550
Pinnacle Family Advisors
Missouri
$226K +$1.19K +11 +0.5%