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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
676
Cypress Capital Group
Florida
$501K
GM
677
GeoWealth Management
Illinois
$497K +$79.2K +838 +19%
RWM
678
Rialto Wealth Management
New York
$491K +$104K +1,102 +27%
DP
679
Dearborn Partners
Illinois
$491K -$3.88K -41 -0.8%
CWM
680
Cahaba Wealth Management
Georgia
$485K +$5.11K +54 +1%
CA
681
Claro Advisors
Massachusetts
$481K +$77.5K +820 +19%
GSWM
682
Golden State Wealth Management
California
$479K +$216K +2,282 +82%
NA
683
Novus Advisors
South Carolina
$472K +$1.7K +18 +0.4%
MA
684
MONECO Advisors
Connecticut
$471K +$60.1K +636 +15%
CGFA
685
Colton Groome Financial Advisors
North Carolina
$469K -$61.5K -650 -12%
XT
686
XTX Topco
Cayman Islands
$469K +$469K +4,963 New
FWI
687
Facet Wealth Inc
Maryland
$468K -$185K -1,959 -28%
BMCM
688
Bryn Mawr Capital Management
Pennsylvania
$461K +$72.5K +767 +19%
FCA
689
Fortis Capital Advisors
Kansas
$460K -$111K -1,177 -19%
FCAM
690
First Citizens Asset Management
North Carolina
$454K +$24.3K +257 +6%
CFA
691
Cahill Financial Advisors
Minnesota
$447K
SAS
692
Sage Advisory Services
Texas
$443K +$38.4K +406 +9%
FPI
693
Financial Plan Inc
Washington
$439K +$53.1K +561 +14%
CA
694
Calton & Associates
Florida
$437K -$64.9K -686 -13%
HWM
695
HB Wealth Management
Georgia
$430K -$4.35K -46 -1%
APFP
696
Action Point Financial Planning
Michigan
$426K +$426K +4,508 New
LCGC
697
Legacy Capital Group California
California
$425K -$8.04K -85 -2%
GJWM
698
Gilliland Jeter Wealth Management
Arkansas
$425K +$130K +1,379 +44%
Susquehanna International Group
699
Susquehanna International Group
Pennsylvania
$421K -$428K -4,527 -50%
CBT
700
Central Bank & Trust
Kentucky
$417K +$8.51K +90 +2%