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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FEG
626
Financial Enhancement Group
Indiana
$485K -$9.9K -107 -2%
KP
627
Keel Point
Alabama
$473K +$15.4K +166 +3%
EWA
628
Evolution Wealth Advisors
Florida
$469K – – –
AF
629
Advisornet Financial
Minnesota
$461K +$19.2K +208 +4%
TPWA
630
TRUE Private Wealth Advisors
Oregon
$458K -$464K -5,017 -51%
AFW
631
Avantra Family Wealth
Pennsylvania
$457K -$30K -324 -6%
AWM
632
Adams Wealth Management
Utah
$456K +$8.42K +91 +2%
CI
633
CacheTech Inc
Utah
$456K +$8.42K +91 +2%
DAS
634
Dynamic Advisor Solutions
Arizona
$455K -$95.1K -1,028 -17%
FPW
635
Fairvoy Private Wealth
Alabama
$454K -$18.2K -197 -4%
MA
636
MONECO Advisors
Connecticut
$453K +$48.6K +526 +12%
GWM
637
Greenwich Wealth Management
Connecticut
$452K +$446K +4,821 New
PFA
638
Pure Financial Advisors
California
$444K +$438K +4,731 New
KWA
639
Kingswood Wealth Advisors
California
$441K -$86.5K -935 -17%
EFG
640
Ehrlich Financial Group
California
$437K – – –
CCG
641
Catalina Capital Group
California
$430K -$112K -1,206 -21%
OAP
642
One Advisory Partners
Kansas
$421K -$36.3K -392 -8%
PFA
643
Pinnacle Family Advisors
Missouri
$420K -$49.3K -533 -11%
CSPIA
644
Cary Street Partners Investment Advisory
Virginia
$416K -$1.57K -17 -0.4%
WFC
645
Western Financial Corp
California
$414K -$89.3K -966 -18%
WEG
646
World Equity Group
Illinois
$413K -$79K -854 -16%
BHPW
647
Beverly Hills Private Wealth
California
$408K -$44.8K -484 -10%
WCM
648
WealthTrak Capital Management
Virginia
$408K -$102K -1,106 -20%
VVP
649
Venture Visionary Partners
Ohio
$406K -$25.3K -274 -6%
FNBT
650
FineMark National Bank & Trust
Florida
$405K -$89.8K -971 -18%