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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
626
Sax Wealth Advisors
New Jersey
$496K +$490K +5,286 New
SP
627
Successful Portfolios
Florida
$494K -$1.95K -21 -0.4%
RA
628
RFG Advisory
Alabama
$494K -$487K -5,251 -50%
1WM
629
1900 Wealth Management
Texas
$491K -$3.71K -40 -0.8%
T
630
Transce3nd
Texas
$486K -$33.5K -362 -7%
MA
631
MONECO Advisors
Connecticut
$483K +$29.1K +314 +6%
DAS
632
Dynamic Advisor Solutions
Arizona
$482K +$26K +281 +6%
AF
633
Advisornet Financial
Minnesota
$475K +$13.1K +141 +3%
KP
634
Keel Point
Alabama
$474K +$1.02K +11 +0.2%
OAP
635
One Advisory Partners
Kansas
$471K +$53.9K +582 +13%
AWM
636
Adams Wealth Management
Utah
$470K +$13K +140 +3%
CI
637
CacheTech Inc
Utah
$470K +$13K +140 +3%
EWA
638
Evolution Wealth Advisors
Florida
$469K – – –
WEG
639
World Equity Group
Illinois
$461K +$46.9K +506 +11%
BIA
640
Bell Investment Advisors
California
$460K -$155K -1,671 -25%
CCG
641
Catalina Capital Group
California
$459K +$27.9K +301 +7%
AFP
642
Ausdal Financial Partners
Iowa
$456K +$85K +917 +23%
O3W
643
Omni 360 Wealth
New Jersey
$452K -$90.4K -976 -17%
IAIM
644
International Assets Investment Management
Florida
$450K -$126K -1,363 -22%
William Blair & Company
645
William Blair & Company
Illinois
$449K -$186K -2,010 -30%
PWS
646
Precision Wealth Strategies
Missouri
$444K +$438K +4,732 New
BFS
647
BridgePort Financial Solutions
Iowa
$439K +$49.3K +532 +13%
RWM
648
Raffa Wealth Management
District of Columbia
$437K +$106K +1,139 +32%
FEG
649
Financial Enhancement Group
Indiana
$428K -$61.5K -664 -13%
BHPW
650
Beverly Hills Private Wealth
California
$425K +$16.4K +177 +4%