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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
701
LongView Wealth Management
Georgia
$317K +$42.9K +461 +15%
CAWM
702
Capital A Wealth Management
Pennsylvania
$317K +$322K +3,455 New
FEM
703
Fulcrum Equity Management
Texas
$316K -$22.4K -241 -7%
MCA
704
MSH Capital Advisors
Arizona
$315K +$23.1K +248 +8%
BWM
705
BCS Wealth Management
Tennessee
$314K +$319K +3,421 New
MSWMA
706
Market Street Wealth Management Advisors
Indiana
$313K -$42.9K -461 -12%
WPWM
707
Windward Private Wealth Management
Kansas
$311K -$2.33K -25 -0.7%
PCM
708
Parsons Capital Management
Rhode Island
$303K -$510K -5,472 -62%
CSB
709
City State Bank
Iowa
$303K
Principal Financial Group
710
Principal Financial Group
Iowa
$302K +$25.3K +272 +9%
LPT
711
Legacy Private Trust
Wisconsin
$301K
AIA
712
Angeles Investment Advisors
California
$293K -$262K -2,810 -47%
PG
713
Patten Group
Tennessee
$292K -$92.6K -995 -24%
GFPC
714
Global Financial Private Client
Florida
$291K +$4.28K +46 +1%
BW
715
Blalock Williams
Alabama
$290K +$295K +3,168 New
OPWM
716
Oregon Pacific Wealth Management
Oregon
$290K +$295K +3,164 New
EL
717
EQ LLC
Washington
$288K +$1.68K +18 +0.6%
NRC
718
New Republic Capital
North Carolina
$287K +$39.4K +423 +16%
VA
719
Valmark Advisers
Ohio
$287K -$14.1K -151 -5%
BFG
720
Berger Financial Group
Minnesota
$286K -$3.54K -38 -1%
ATC
721
Argent Trust Co
Tennessee
$285K -$3.82K -41 -1%
FMI
722
F/M Investments
District of Columbia
$283K +$287K +3,082 New
BCM
723
Beaumont Capital Management
Massachusetts
$282K +$64.4K +692 +29%
IFS
724
Ifrah Financial Services
Arkansas
$281K -$36.3K -390 -11%
FCAM
725
First Citizens Asset Management
North Carolina
$278K -$22.1K -237 -7%