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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
701
Legacy Private Trust
Wisconsin
$313K – – –
NA
702
Nordwand Advisors
Pennsylvania
$306K +$129K +1,375 +75%
MT
703
Midwest Trust
Kansas
$306K -$14.2K -151 -4%
AIA
704
Angeles Investment Advisors
California
$304K – – –
WFA
705
WMG Financial Advisors
Tennessee
$302K -$24.5K -261 -8%
FEM
706
Fulcrum Equity Management
Texas
$301K +$33.2K +353 +13%
IPWA
707
International Private Wealth Advisors
California
$300K -$91.3K -972 -24%
BW
708
Blalock Williams
Alabama
$298K +$29.9K +318 +11%
Principal Financial Group
709
Principal Financial Group
Iowa
$296K -$18.6K -198 -6%
IFS
710
Ifrah Financial Services
Arkansas
$295K +$2.63K +28 +0.9%
FPW
711
Fairvoy Private Wealth
Alabama
$293K +$9.3K +99 +3%
CWM
712
Certus Wealth Management
California
$292K -$27.8K -296 -9%
MSWMA
713
Market Street Wealth Management Advisors
Indiana
$290K – – –
FCIS
714
First Citizens Investor Services
North Carolina
$288K +$284K +3,025 New
A
715
Argentarii
Ohio
$283K +$24.8K +264 +10%
MHB
716
Midwest Heritage Bank
Iowa
$280K -$3.29K -35 -1%
BWM
717
BCS Wealth Management
Tennessee
$280K -$32.1K -342 -10%
CWM
718
C2C Wealth Management
Arizona
$278K – – –
AWM
719
Accurate Wealth Management
Florida
$275K +$27.2K +290 +11%
TNBTD
720
Trustmark National Bank Trust Department
Mississippi
$274K – – –
SA
721
Stewardship Advisors
Pennsylvania
$272K – – –
FI
722
FWG Investments
Kentucky
$272K +$10.2K +109 +4%
GFPC
723
Global Financial Private Client
Florida
$272K – – –
CAM
724
Cidel Asset Management
Ontario, Canada
$271K – – –
BFG
725
Berger Financial Group
Minnesota
$269K +$6.2K +66 +2%