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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAL
626
W Advisors LLC
Tennessee
$603K +$59.3K +622 +11%
RSA
627
River Street Advisors
Illinois
$600K – – –
AIM
628
Advyzon Investment Management
Illinois
$597K +$389K +4,083 +187%
CA
629
Continuum Advisory
Idaho
$595K +$248K +2,602 +71%
EWA
630
Exencial Wealth Advisors
Oklahoma
$594K -$49.6K -520 -8%
NEAM
631
New England Asset Management
Connecticut
$590K – – –
MWM
632
McCartney Wealth Management
Missouri
$582K +$583K +6,112 New
HP
633
Holistic Planning
Texas
$579K +$580K +6,081 New
OL
634
Optas LLC
Texas
$575K -$1.93M -20,283 -77%
CFA
635
Cahill Financial Advisors
Minnesota
$574K -$41.6K -436 -7%
ARC
636
Advisor Resource Council
Texas
$573K +$574K +6,014 New
OAP
637
One Advisory Partners
Kansas
$571K -$1.81K -19 -0.3%
HIM
638
Hanlon Investment Management
New Jersey
$570K -$14.3K -150 -2%
BWM
639
BCS Wealth Management
Tennessee
$560K +$280K +2,938 +100%
FDW
640
Fourth Dimension Wealth
Ohio
$557K -$14.7K -154 -3%
William Blair & Company
641
William Blair & Company
Illinois
$552K -$3.72K -39 -0.7%
IWA
642
IVC Wealth Advisors
Pennsylvania
$549K +$23.4K +245 +4%
FWP
643
FAS Wealth Partners
Kansas
$546K +$30.3K +318 +6%
IWMO
644
Integrated Wealth Management (Ohio)
Ohio
$542K +$542K +5,687 New
CCFM
645
Clear Creek Financial Management
Washington
$541K +$42.2K +442 +8%
VIS
646
Vertex Investment Solutions
$535K +$534K +5,600 New
VA
647
Vident Advisory
Georgia
$534K +$280K +2,938 +110%
DAS
648
Dynamic Advisor Solutions
Arizona
$532K +$53.2K +558 +11%
CCG
649
Catalina Capital Group
California
$532K +$44.4K +465 +9%
AWM
650
Aprio Wealth Management
Georgia
$532K -$125K -1,309 -19%