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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
551
Laurel Wealth Advisors (California)
California
$229K -$292K -2,980 -56%
NFP
552
Narus Financial Partners
Utah
$228K -$139K -1,421 -38%
TA
553
TrueWealth Advisors
Alabama
$228K -$32.7K -333 -12%
RWM
554
Rezny Wealth Management
Florida
$228K
FWP
555
Firethorn Wealth Partners
Georgia
$227K -$85.9K -876 -28%
GSC
556
Ground Swell Capital
South Carolina
$224K +$225K +2,293 New
WQ
557
Wealth Quarterback
New Jersey
$224K +$225K +2,296 New
OWA
558
Outlook Wealth Advisors
Texas
$222K -$14.8K -151 -6%
FFA
559
Founders Financial Alliance
North Carolina
$222K -$5.39K -55 -2%
Citigroup
560
Citigroup
New York
$220K -$27.1K -276 -11%
LSPW
561
Lake Street Private Wealth
Illinois
$218K -$10.1K -103 -4%
FWM
562
Frontier Wealth Management
Missouri
$217K -$40.7K -415 -16%
HWM
563
HB Wealth Management
Georgia
$213K -$1.68M -17,123 -89%
EWM
564
Empirical Wealth Management
Washington
$212K +$213K +2,175 New
MGIA
565
Moneta Group Investment Advisors
Missouri
$210K -$206K -2,102 -95%
IF
566
Intrua Financial
Texas
$210K +$1.96K +20 +0.9%
CBFP
567
Cedar Brook Financial Partners
Ohio
$209K -$15.8K -161 -7%
MHR
568
Matthew Hamilton Rosenberg
$207K -$122K -1,244 -37%
RFN
569
Redwood Financial Network
Ohio
$205K +$785 +8 +0.4%
AWA
570
Artemis Wealth Advisors
New York
$203K +$785 +8 +0.4%
D
571
Diversified
Delaware
$200K -$86K -877 -30%
LPIC
572
LeJeune Puetz Investment Counsel
Michigan
$194K -$105K -1,074 -35%
HS
573
Horan Securities
United States
$183K -$74.7K -762 -29%
TC
574
Truvestments Capital
Florida
$171K -$61.3K -625 -26%
EWA
575
EverSource Wealth Advisors
Alabama
$170K -$120K -1,225 -41%