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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
551
Aveo Capital Partners
Colorado
$341K -$484K -5,243 -59%
KP
552
Keel Point
Alabama
$336K -$177K -1,916 -35%
HWM
553
HB Wealth Management
Georgia
$332K +$330K +3,583 New
AFP
554
Ausdal Financial Partners
Iowa
$330K +$329K +3,562 New
BFA
555
Beacon Financial Advisory
Ohio
$329K +$327K +3,543 New
RWM
556
Raffa Wealth Management
District of Columbia
$326K +$1.38K +15 +0.4%
Kovitz Investment Group Partners
557
Kovitz Investment Group Partners
Illinois
$323K +$1.84K +20 +0.6%
IWA
558
IVC Wealth Advisors
Pennsylvania
$322K -$58.6K -635 -15%
CWP
559
Concord Wealth Partners
Virginia
$317K -$1.7M -18,382 -84%
D
560
Dentgroup
Louisiana
$314K +$312K +3,386 New
WANY
561
Wealthspire Advisors (New York)
New York
$313K -$225K -2,441 -42%
TW
562
TrinityPoint Wealth
Connecticut
$310K -$37.7K -409 -11%
WB
563
WesBanco Bank
West Virginia
$309K +$307K +3,331 New
CSB
564
City State Bank
Iowa
$308K +$236K +2,560 +337%
JCM
565
Janney Capital Management
Pennsylvania
$303K +$301K +3,267 New
LFA
566
LGT Financial Advisors
Texas
$300K +$298K +3,236 New
CA
567
CoreCap Advisors
Michigan
$299K +$64.9K +704 +28%
RCM
568
Raleigh Capital Management
North Carolina
$298K +$233K +2,524 +368%
AIC
569
Archer Investment Corporation
Indiana
$297K -$20.9K -227 -7%
SC
570
SouthState Corp
Florida
$295K +$293K +3,179 New
CA
571
Continuum Advisory
Idaho
$294K +$292K +3,166 New
CWM
572
C2C Wealth Management
Arizona
$292K
FCBT
573
First Citizens Bank & Trust
North Carolina
$289K +$8.03K +87 +3%
CAM
574
Cidel Asset Management
Ontario, Canada
$289K
ACA
575
Aptus Capital Advisors
Alabama
$288K +$155K +1,678 +117%