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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACI
576
Alpha Cubed Investments
California
$353K
CCFM
577
Clear Creek Financial Management
Washington
$352K +$355K +3,770 New
PJSIMP
578
P.J. Schmidt Investment Management (PJS)
Wisconsin
$338K -$175K -1,861 -34%
SPWG
579
Syntegra Private Wealth Group
Missouri
$336K +$22.4K +238 +7%
IFG
580
Independent Financial Group
California
$335K +$112K +1,188 +49%
MWM
581
Meridian Wealth Management
Kentucky
$332K +$335K +3,561 New
CWM
582
Cornerstone Wealth Management
Missouri
$331K -$6.77K -72 -2%
CB
583
Commerce Bank
Missouri
$330K -$55.3K -588 -14%
AFA
584
American Financial Advisors
Georgia
$330K -$214K -2,272 -39%
RWM
585
Raffa Wealth Management
District of Columbia
$328K
FA
586
Flagstar Advisors
New York
$325K -$1.32K -14 -0.4%
RCM
587
Raleigh Capital Management
North Carolina
$323K -$25.9K -275 -7%
MWM
588
Mission Wealth Management
California
$322K -$45.5K -484 -12%
KDA
589
Kraft Davis & Associates
Missouri
$322K +$333K +3,540 New
LWM
590
Laidlaw Wealth Management
New York
$315K -$16.6K -176 -5%
CA
591
CoreCap Advisors
Michigan
$313K +$316K +3,357 New
BWM
592
Bulltick Wealth Management
Florida
$311K +$72.7K +773 +30%
FLPIM
593
F.L. Putnam Investment Management
Massachusetts
$311K +$314K +3,336 New
William Blair & Company
594
William Blair & Company
Illinois
$309K -$33.7K -358 -10%
HPC
595
Hobart Private Capital
North Carolina
$308K -$11.6K -123 -4%
CWP
596
Concord Wealth Partners
Virginia
$305K +$136K +1,451 +80%
LFAS
597
Level Four Advisory Services
Texas
$303K +$305K +3,248 New
LFA
598
LGT Financial Advisors
Texas
$303K +$55.7K +592 +22%
SW
599
SVB Wealth
Massachusetts
$300K -$35.8K -381 -11%
SC
600
Scotia Capital
Ontario, Canada
$296K -$96.8K -1,029 -25%