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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Accurate Wealth Management
Florida
$360K +$360K +3,811 New
PBF
652
Petix & Botte Financial
California
$360K -$56.9K -602 -14%
DC
653
Davenport & Co
Virginia
$356K +$57.3K +606 +19%
CWM
654
CIBC World Markets
New York
$356K -$483K -5,111 -58%
FEM
655
Fulcrum Equity Management
Texas
$353K -$46.4K -491 -12%
IWA
656
IVC Wealth Advisors
Pennsylvania
$350K -$36.6K -387 -10%
FCA
657
FinTrust Capital Advisors
South Carolina
$345K -$75K -793 -18%
MIA
658
MMBG Investment Advisors
Florida
$340K +$336K +3,551 New
WFA
659
WMG Financial Advisors
Tennessee
$339K +$30.2K +319 +10%
VAMG
660
Voisard Asset Management Group
Michigan
$339K +$334K +3,537 New
AWM
661
Avaii Wealth Management
Wisconsin
$337K -$696K -7,366 -68%
RWM
662
Raffa Wealth Management
District of Columbia
$337K
MAM
663
Madison Asset Management
Wisconsin
$337K -$6.87M -72,715 -95%
MMG
664
Monetary Management Group
Missouri
$335K
AFP
665
Ausdal Financial Partners
Iowa
$332K -$185K -1,959 -36%
IFS
666
Ifrah Financial Services
Arkansas
$332K +$5.01K +53 +2%
SFA
667
Sequoia Financial Advisors
Ohio
$331K -$17.3K -183 -5%
PPP
668
Private Portfolio Partners
New Jersey
$330K +$326K +3,448 New
WPWM
669
Windward Private Wealth Management
Kansas
$328K -$8.13K -86 -2%
PVI
670
Pine Valley Investments
New Jersey
$328K +$945 +10 +0.3%
RFA
671
RTD Financial Advisors
Pennsylvania
$324K +$378 +4 +0.1%
EGA
672
Eagle Global Advisors
Texas
$321K
CSB
673
City State Bank
Iowa
$317K
LPT
674
Legacy Private Trust
Wisconsin
$315K
VA
675
Valmark Advisers
Ohio
$315K -$107K -1,130 -26%