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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Adams Wealth Management
Utah
$590K +$563K +6,273 New
IWM
552
Iams Wealth Management
Nebraska
$589K +$117K +1,310 +26%
Principal Financial Group
553
Principal Financial Group
Iowa
$585K +$1.52K +17 +0.3%
CC
554
Courier Capital
New York
$583K
APC
555
Aspire Private Capital
North Carolina
$582K +$21.7K +242 +4%
MWM
556
Meridian Wealth Management
Kentucky
$577K -$130K -1,455 -19%
GVAG
557
Great Valley Advisor Group
Delaware
$570K -$35.2K -393 -6%
VWM
558
VCI Wealth Management
Missouri
$567K +$541K +6,030 New
FCC
559
Florin Court Capital
United Kingdom
$564K +$538K +6,000 New
TA
560
TrueWealth Advisors
Alabama
$558K +$20.9K +233 +4%
LWM
561
LongView Wealth Management
Georgia
$558K +$537K +5,987 New
SF
562
Summit Financial
New Jersey
$558K +$43.7K +487 +9%
FGAM
563
Financial Gravity Asset Management
Texas
$555K +$529K +5,895 New
TWM
564
Trinity Wealth Management
Pennsylvania
$552K +$90.8K +1,012 +21%
CWM
565
Cahaba Wealth Management
Georgia
$548K +$6.46K +72 +1%
FF
566
Friedenthal Financial
New Jersey
$547K -$2.33K -26 -0.4%
CICC
567
Capital Investment Counsel (Colorado)
Colorado
$547K +$521K +5,812 New
JSL
568
JT Stratford LLC
Georgia
$544K +$6.64K +74 +1%
EFG
569
Ehrlich Financial Group
California
$539K +$514K +5,733 New
WHCI
570
W.H. Cornerstone Investments
Massachusetts
$536K -$723K -8,060 -59%
VCA
571
Verdence Capital Advisors
Maryland
$530K +$15.8K +176 +3%
EMAM
572
Encompass More Asset Management
California
$524K +$499K +5,565 New
MPW
573
MA Private Wealth
California
$520K -$127K -1,417 -20%
EWA
574
EP Wealth Advisors
California
$518K +$349K +3,891 +240%
TW
575
TritonPoint Wealth
Maryland
$518K +$493K +5,501 New