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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
701
Retirement Planning Group (Kansas)
Kansas
$318K +$322K +3,463 New
LWM
702
LongView Wealth Management
Georgia
$317K +$42.9K +461 +15%
CAWM
703
Capital A Wealth Management
Pennsylvania
$317K +$322K +3,455 New
FEM
704
Fulcrum Equity Management
Texas
$316K -$22.4K -241 -7%
MCA
705
MSH Capital Advisors
Arizona
$315K +$23.1K +248 +8%
BWM
706
BCS Wealth Management
Tennessee
$314K +$319K +3,421 New
MSWMA
707
Market Street Wealth Management Advisors
Indiana
$313K -$42.9K -461 -12%
WPWM
708
Windward Private Wealth Management
Kansas
$311K -$2.33K -25 -0.7%
PCM
709
Parsons Capital Management
Rhode Island
$303K -$510K -5,472 -62%
CSB
710
City State Bank
Iowa
$303K – – –
Principal Financial Group
711
Principal Financial Group
Iowa
$302K +$25.3K +272 +9%
LPT
712
Legacy Private Trust
Wisconsin
$301K – – –
AIA
713
Angeles Investment Advisors
California
$293K -$262K -2,810 -47%
PG
714
Patten Group
Tennessee
$292K -$92.6K -995 -24%
GFPC
715
Global Financial Private Client
Florida
$291K +$4.28K +46 +1%
BW
716
Blalock Williams
Alabama
$290K +$295K +3,168 New
OPWM
717
Oregon Pacific Wealth Management
Oregon
$290K +$295K +3,164 New
EL
718
EQ LLC
Washington
$288K +$1.68K +18 +0.6%
NRC
719
New Republic Capital
North Carolina
$287K +$39.4K +423 +16%
VA
720
Valmark Advisers
Ohio
$287K -$14.1K -151 -5%
BFG
721
Berger Financial Group
Minnesota
$286K -$3.54K -38 -1%
ATC
722
Argent Trust Co
Tennessee
$285K -$3.82K -41 -1%
FMI
723
F/M Investments
District of Columbia
$283K +$287K +3,082 New
BCM
724
Beaumont Capital Management
Massachusetts
$282K +$64.4K +692 +29%
IFS
725
Ifrah Financial Services
Arkansas
$281K -$36.3K -390 -11%