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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
701
Mattern Wealth Management
Kansas
– -$325K -3,000 Closed
DTC
702
Davidson Trust Company
Washington
– -$316K -2,922 Closed
ACM
703
Advisors Capital Management
New Jersey
– -$305K -2,820 Closed
WWM
704
Wiser Wealth Management
Georgia
– -$294K -2,715 Closed
DCM
705
Dimension Capital Management
Florida
– -$294K -2,714 Closed
WWM
706
WJ Wealth Management
Arizona
– -$284K -2,615 Closed
BFA
707
Beacon Financial Advisory
Ohio
– -$279K -2,569 Closed
GG
708
Gofen & Glossberg
Illinois
– -$262K -2,416 Closed
HB
709
Homrich & Berg
Georgia
– -$261K -2,406 Closed
OFG
710
OmniStar Financial Group
North Carolina
– -$244K -2,248 Closed
NFG
711
Nations Financial Group
Iowa
– -$217K -2,003 Closed
VWM
712
Venturi Wealth Management
Texas
– -$212K -1,958 Closed
KPWS
713
Kestra Private Wealth Services
Texas
– -$209K -1,930 Closed
GGI
714
Godsey & Gibb Inc
Virginia
– -$200K -1,842 Closed
PCIA
715
Prime Capital Investment Advisors
Kansas
– -$183K -1,687 Closed
Loomis, Sayles & Company
716
Loomis, Sayles & Company
Massachusetts
– -$182K -1,675 Closed
GCM
717
Gables Capital Management
Florida
– -$87K -800 Closed
TC
718
Trust Company
Kansas
– -$80K -739 Closed
RWB
719
RMR Wealth Builders
New Jersey
– -$79K -726 Closed
MWP
720
Meridian Wealth Partners
Pennsylvania
– -$77K -706 Closed
TCWM
721
Total Clarity Wealth Management
Illinois
– -$68K -623 Closed
HDIM
722
Hanson & Doremus Investment Management
Vermont
– -$57K -530 Closed
Simplex Trading
723
Simplex Trading
Illinois
– -$46K -432 Closed
CFFP
724
Center for Financial Planning
Michigan
– -$43K -396 Closed
AW
725
Avion Wealth
Texas
– -$30K -276 Closed