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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
726
Barrett & Company
Rhode Island
$4.23K – – –
TAM
727
Townsend Asset Management
North Carolina
$3.98K +$472 +5 +14%
EWM
728
EPG Wealth Management
Georgia
$3.8K – – –
SC
729
Stephens Consulting
Michigan
$3.79K +$3.78K +40 New
IHWM
730
Iron Horse Wealth Management
Iowa
$3.32K +$3.31K +35 New
LFG
731
Larson Financial Group
Missouri
$3.22K +$2.93K +31 +1,033%
SIS
732
Strategic Investment Solutions
Illinois
$2.78K +$2.74K +29 New
BA
733
Bristlecone Advisors
Washington
$2.75K +$2.74K +29 New
SIS
734
Sound Income Strategies
Florida
$2.75K -$9.16K -97 -77%
LOIP
735
Live Oak Investment Partners
Texas
$2.18K – – –
ADL
736
Asset Dedication LLC
California
$2K – – –
SWG
737
Summit Wealth Group
Vermont
$2K +$1.98K +21 New
PA
738
PSI Advisors
Florida
$1.8K – – –
GFWA
739
Grey Fox Wealth Advisors
Delaware
$1.71K +$1.7K +18 New
WPA
740
West Paces Advisors
Georgia
$1.14K – – –
TFA
741
Transamerica Financial Advisors
Florida
$1K – – –
KFI
742
Key Financial Inc
Pennsylvania
$947 – – –
CWAF
743
Core Wealth Advisors (Florida)
Florida
$664 +$661 +7 New
First Manhattan
744
First Manhattan
New York
$663 -$2.36K -25 -78%
MCM
745
Manchester Capital Management
Vermont
$569 – – –
AWA
746
Artemis Wealth Advisors
New York
$292 – – –
WPWM
747
Western Pacific Wealth Management
Illinois
$284 +$283 +3 New
2L
748
25 LLC
Missouri
$95 +$94 +1 New
RFG
749
RFP Financial Group
Georgia
$81 – – –
CIM
750
Chiron Investment Management
New York
– -$35.9M -386,888 Closed