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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
551
TruWealth Advisors
Louisiana
$279K
WDC
552
Woodward Diversified Capital
California
$275K +$37.5K +348 +16%
PWMG
553
Prestige Wealth Management Group
New Jersey
$274K
FMII
554
Farmers & Merchants Investments Inc
Nebraska
$273K +$138K +1,285 +103%
VHAM
555
Van Hulzen Asset Management
California
$271K -$142K -1,323 -34%
FFA
556
Founders Financial Alliance
North Carolina
$269K +$6.35K +59 +2%
AFP
557
Ausdal Financial Partners
Iowa
$267K -$91.6K -851 -25%
EBT
558
Enterprise Bank & Trust
Massachusetts
$267K
PBO
559
Peoples Bank (Ohio)
Ohio
$266K +$267K +2,477 New
OWA
560
Outlook Wealth Advisors
Texas
$261K -$21.2K -197 -8%
BPA
561
Beacon Pointe Advisors
California
$260K -$6.46M -59,987 -96%
HIM
562
Hanlon Investment Management
New Jersey
$259K +$41.7K +387 +19%
IF
563
Intrua Financial
Texas
$258K -$61K -567 -19%
LAS
564
LWM Advisory Services
Florida
$258K +$258K +2,401 New
TIP
565
Torray Investment Partners
Maryland
$257K +$258K +2,392 New
TC
566
Truvestments Capital
Florida
$256K -$7.43K -69 -3%
LSPW
567
Lake Street Private Wealth
Illinois
$256K -$108 -1 -0%
NAMM
568
NorthStar Asset Management (Massachusetts)
Massachusetts
$255K
RWM
569
Rezny Wealth Management
Florida
$251K -$59.7K -555 -19%
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$251K +$60.4K +561 +32%
IA
571
IFG Advisory
Georgia
$248K -$237K -2,203 -49%
LWA
572
Lenox Wealth Advisors
New York
$248K -$32K -297 -11%
PCA
573
Pallas Capital Advisors
Massachusetts
$242K -$1.39M -12,924 -85%
PFS
574
Prospera Financial Services
Texas
$242K +$1.29K +12 +0.5%
BCA
575
Biltmore Capital Advisors
New Jersey
$241K +$39.9K +371 +20%