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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
551
Magnus Financial Group
New York
$868K -$339K -3,555 -28%
CFG
552
Carter Financial Group
Illinois
$861K +$14.4K +151 +2%
CP
553
Clarendon Private
Massachusetts
$861K -$139K -1,453 -14%
CFG
554
Carr Financial Group
Massachusetts
$859K +$12.1K +127 +1%
SPI
555
Sutton Place Investors
New York
$855K -$13.4K -141 -2%
EWA
556
Exit Wealth Advisors
Georgia
$849K +$112K +1,169 +15%
LWM
557
LongView Wealth Management
Georgia
$845K +$474K +4,968 +128%
SWM
558
Steinberganna Wealth Management
New York
$825K +$14.7K +154 +2%
DC
559
Davenport & Co
Virginia
$818K +$45.5K +477 +6%
APC
560
Aspire Private Capital
North Carolina
$817K +$2K +21 +0.2%
RWS
561
Retirement Wealth Solutions
Wisconsin
$811K -$2.86K -30 -0.4%
LA
562
Latitude Advisors
Florida
$809K +$138K +1,446 +21%
USCWA
563
U.S. Capital Wealth Advisors
Texas
$804K +$63.5K +666 +9%
Renaissance Technologies
564
Renaissance Technologies
New York
$799K +$800K +8,386 New
PCM
565
Presidio Capital Management
California
$795K -$41.1K -431 -5%
Millennium Management
566
Millennium Management
New York
$792K +$390K +4,086 +97%
CAM
567
Capital Asset Management
Colorado
$791K +$793K +8,310 New
SWM
568
Sculati Wealth Management
Michigan
$790K +$108K +1,131 +16%
CWM
569
CIBC World Markets
New York
$788K +$790K +8,278 New
DPI
570
Diversified Portfolios Inc
Michigan
$773K -$5.44K -57 -0.7%
CSPIA
571
Cary Street Partners Investment Advisory
Virginia
$766K +$97.3K +1,020 +15%
SP
572
SWS Partners
Ohio
$765K +$382 +4 +0%
SWM
573
Silverlake Wealth Management
Vermont
$763K -$482K -5,058 -39%
NL
574
NWAM LLC
Washington
$762K -$218K -2,289 -22%
BW
575
Balance Wealth
Ohio
$758K -$44.4K -465 -6%