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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFTC
526
North Forty Two & Co
Oregon
$1.04M +$236K +2,470 +29%
SWG
527
Summit Wealth Group
Vermont
$1.04M +$29.3K +307 +3%
TWP
528
Tempus Wealth Planning
California
$1.04M +$50.9K +534 +5%
BIG
529
Brookwood Investment Group
Arizona
$1.03M +$21.4K +224 +2%
AP
530
Americana Partners
Texas
$1M -$3.81K -40 -0.4%
SWM
531
Spire Wealth Management
Virginia
$977K -$228K -2,395 -19%
TFA
532
Transamerica Financial Advisors
Florida
$977K +$235K +2,462 +32%
AF
533
ASL Financial
California
$977K +$979K +10,260 New
CIAS
534
Capital Investment Advisory Services
North Carolina
$972K +$171K +1,789 +21%
BFG
535
Birch Financial Group
New Hampshire
$964K +$41.2K +432 +4%
SWP
536
Sagespring Wealth Partners
Tennessee
$964K -$179K -1,873 -16%
Koshinski Asset Management
537
Koshinski Asset Management
Illinois
$957K -$13.6K -143 -1%
EV
538
EJMK Ventures
Illinois
$946K +$948K +9,936 New
MWA
539
Merkkuri Wealth Advisors
New York
$935K +$387K +4,053 +70%
Lido Advisors
540
Lido Advisors
California
$932K +$42.1K +441 +5%
GC
541
Guggenheim Capital
Illinois
$915K -$1.3M -13,674 -59%
XPN
542
XY Planning Network
Montana
$908K +$910K +9,539 New
WCM
543
WealthTrak Capital Management
Virginia
$905K +$154K +1,615 +20%
EGM
544
Engineers Gate Manager
New York
$904K +$248K +2,599 +38%
PIA
545
Perennial Investment Advisors
California
$900K -$57.5K -603 -6%
SWM
546
Seed Wealth Management
Illinois
$897K
CWP
547
Cyndeo Wealth Partners
Florida
$895K +$70.9K +743 +9%
WFS
548
WealthGarden F.S.
California
$881K -$48.5K -508 -5%
RFA
549
Resurgent Financial Advisors
Georgia
$871K -$114K -1,197 -12%
FA
550
FC Advisory
Pennsylvania
$871K -$37.5K -393 -4%