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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWS
601
Wellington Wealth Strategies
Indiana
$418K +$418K +4,524 New
BTWM
602
Baker Tilly Wealth Management
Wisconsin
$418K -$77.8K -841 -16%
FCA
603
FinTrust Capital Advisors
South Carolina
$416K +$9.62K +104 +2%
Kovitz Investment Group Partners
604
Kovitz Investment Group Partners
Illinois
$415K +$79.2K +856 +24%
FFL
605
Financial Freedom LLC
Ohio
$405K +$2.59K +28 +0.6%
PG
606
Patten Group
Tennessee
$405K -$82.4K -891 -17%
PJSIMP
607
P.J. Schmidt Investment Management (PJS)
Wisconsin
$404K +$2.13K +23 +0.5%
FA
608
Fermata Advisors
California
$404K +$404K +4,370 New
WAL
609
W Advisors LLC
Tennessee
$400K +$11.5K +124 +3%
LWM
610
LongView Wealth Management
Georgia
$390K -$164K -1,772 -30%
MOS
611
MGO One Seven
Ohio
$387K -$46.6K -504 -11%
HWMA
612
Heritage Wealth Management (Arizona)
Arizona
$386K -$16K -173 -4%
SWP
613
Semus Wealth Partners
Florida
$384K -$38.1K -412 -9%
OAP
614
One Advisory Partners
Kansas
$382K +$3.24K +35 +0.9%
RCA
615
Resonant Capital Advisors
Wisconsin
$381K +$381K +4,123 New
IWA
616
IVC Wealth Advisors
Pennsylvania
$376K -$11.8K -128 -3%
VCM
617
Virtue Capital Management
Tennessee
$367K -$52.3K -565 -12%
AP
618
Americana Partners
Texas
$364K -$726K -7,848 -67%
HWM
619
HFG Wealth Management
Texas
$358K -$2.85M -30,808 -89%
CG
620
Cynosure Group
Utah
$353K -$1.05M -11,365 -75%
PA
621
PPM America
Illinois
$351K +$351K +3,800 New
HKIMG
622
Hutchens & Kramer Investment Management Group
Indiana
$348K +$352K +3,803 New
PVI
623
Pine Valley Investments
New Jersey
$338K +$28.7K +310 +9%
FWA
624
FSC Wealth Advisors
New York
$328K +$130K +1,401 +65%
RWM
625
Raffa Wealth Management
District of Columbia
$325K