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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
601
Chesapeake Wealth Management
Virginia
$450K +$102K +1,142 +31%
TCPG
602
Trivant Custom Portfolio Group
California
$445K +$384K +4,280 +951%
MOS
603
MGO One Seven
Ohio
$442K +$96.6K +1,077 +30%
PBF
604
Petix & Botte Financial
California
$438K -$807 -9 -0.2%
FCBT
605
First Citizens Bank & Trust
North Carolina
$436K -$142K -1,586 -26%
SPC
606
Sigma Planning Corp
Michigan
$436K -$1.2M -13,435 -74%
WI
607
Wintrust Investments
Illinois
$435K -$9.69K -108 -2%
BWCS
608
Beirne Wealth Consulting Services
Connecticut
$431K +$411K +4,583 New
SWP
609
Semus Wealth Partners
Florida
$430K +$55.4K +618 +16%
VCM
610
Virtue Capital Management
Tennessee
$430K +$143K +1,593 +53%
ATC
611
Argent Trust Co
Tennessee
$424K +$130K +1,451 +47%
SWM
612
Silverlake Wealth Management
Vermont
$419K -$119K -1,331 -23%
MHB
613
Midwest Heritage Bank
Iowa
$416K
FCA
614
FinTrust Capital Advisors
South Carolina
$414K -$14.2K -158 -3%
DWMG
615
DB Wealth Management Group
California
$411K +$391K +4,358 +31,129%
FFL
616
Financial Freedom LLC
Ohio
$409K +$4.75K +53 +1%
Koshinski Asset Management
617
Koshinski Asset Management
Illinois
$409K -$264K -2,945 -40%
HWMA
618
Heritage Wealth Management (Arizona)
Arizona
$409K +$390K +4,348 New
BCG
619
Breakwater Capital Group
New Jersey
$407K +$393K +4,385 New
PJSIMP
620
P.J. Schmidt Investment Management (PJS)
Wisconsin
$403K +$70.9K +791 +22%
O3W
621
Omni 360 Wealth
New Jersey
$401K +$383K +4,266 New
WAM
622
Wolverine Asset Management
Illinois
$399K -$1.82M -20,243 -83%
FCP
623
Fidelis Capital Partners
Florida
$399K +$380K +4,238 New
WAL
624
W Advisors LLC
Tennessee
$396K +$65.5K +730 +21%
IWA
625
IVC Wealth Advisors
Pennsylvania
$395K -$17.9K -200 -5%