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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QP
651
Quartz Partners
New York
$554K -$63.8K -668 -10%
IWA
652
IVC Wealth Advisors
Pennsylvania
$550K +$2.58K +27 +0.5%
SFG
653
Sovereign Financial Group
Connecticut
$548K -$117K -1,229 -18%
KP
654
Keel Point
Alabama
$540K +$77.1K +807 +17%
AFP
655
Ausdal Financial Partners
Iowa
$539K +$17.2K +180 +3%
SP
656
Successful Portfolios
Florida
$539K +$34.1K +357 +7%
O3W
657
Omni 360 Wealth
New Jersey
$538K +$36.2K +379 +7%
FWWM
658
Fiscal Wisdom Wealth Management
Connecticut
$536K +$121K +1,263 +29%
CGFA
659
Colton Groome Financial Advisors
North Carolina
$533K -$70K -733 -12%
William Blair & Company
660
William Blair & Company
Illinois
$531K -$19.8K -207 -4%
NS
661
NBC Securities
Alabama
$531K +$36.5K +382 +7%
FDW
662
Fourth Dimension Wealth
Ohio
$530K -$26.3K -275 -5%
DWA
663
Delta Wealth Advisors
Indiana
$526K -$2.87K -30 -0.5%
ECM
664
Evergreen Capital Management
Washington
$521K -$102K -1,065 -16%
IWMO
665
Integrated Wealth Management (Ohio)
Ohio
$521K -$19.2K -201 -4%
OAP
666
One Advisory Partners
Kansas
$519K -$51.1K -535 -9%
VPF
667
Vantage Point Financial
Illinois
$518K +$25K +262 +5%
CA
668
Calton & Associates
Florida
$505K +$153K +1,597 +43%
CCG
669
Cypress Capital Group
Florida
$503K +$506K +5,298 New
DP
670
Dearborn Partners
Illinois
$497K -$21.7K -227 -4%
1WM
671
1900 Wealth Management
Texas
$494K – – –
LA
672
Layline Advisors
New York
$491K +$494K +5,172 New
EAM
673
Empirical Asset Management
Massachusetts
$488K +$34.2K +358 +7%
CWM
674
Cahaba Wealth Management
Georgia
$482K +$3.34K +35 +0.7%
PFA
675
Pinnacle Family Advisors
Missouri
$482K +$18.5K +194 +4%