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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
551
Greenwich Wealth Management
Connecticut
$225K +$10.4K +96 +5%
JCM
552
Jag Capital Management
Missouri
$225K +$20.3K +187 +10%
ODIJL
553
One Day In July LLC
Vermont
$224K
AFP
554
Ausdal Financial Partners
Iowa
$221K +$12.7K +117 +6%
AWM
555
Altium Wealth Management
New York
$218K +$3.9K +36 +2%
MGIA
556
Moneta Group Investment Advisors
Missouri
$216K -$13.6K -125 -6%
RCM
557
Requisite Capital Management
Texas
$216K
LJAC
558
L.J. Altfest & Co
New York
$213K -$2.74M -25,261 -93%
SCP
559
Silverleafe Capital Partners
Tennessee
$213K -$4.23K -39 -2%
SHGA
560
Sand Hill Global Advisors
California
$213K
EWMCB
561
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$212K -$36.1K -333 -15%
EIP
562
Ellis Investment Partners
Pennsylvania
$207K +$29.8K +275 +17%
TA
563
TrueWealth Advisors
Alabama
$204K +$204K +1,883 New
APP
564
Avantax Planning Partners
Iowa
$202K +$203K +1,868 New
AWA
565
Artemis Wealth Advisors
New York
$201K -$29.9K -276 -13%
FFA
566
First Foundation Advisors
California
$201K +$201K +1,855 New
GSEP
567
Golden State Equity Partners
California
$200K -$1.21M -11,201 -86%
TFGT
568
TS Financial Group (TSFG)
Illinois
$197K +$108 +1 +0.1%
SWM
569
Sugarloaf Wealth Management
Georgia
$196K +$151K +1,395 +338%
PWMG
570
Prestige Wealth Management Group
New Jersey
$189K -$134K -1,233 -41%
PGWM
571
Parisi Gray Wealth Management
New Jersey
$186K +$187K +1,722 New
AII
572
AGF Investments Inc
Ontario, Canada
$176K -$18K -166 -9%
WT
573
Whittier Trust
California
$176K
HCP
574
Hexagon Capital Partners
Arkansas
$175K +$5.42K +50 +3%
Kayne Anderson Rudnick Investment Management
575
Kayne Anderson Rudnick Investment Management
California
$174K +$759 +7 +0.4%