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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
726
Meridian Wealth Management
Kentucky
$222K +$219K +2,318 New
HFW
727
Horizon Family Wealth
Illinois
$221K -$181K -1,911 -45%
LSPW
728
Lake Street Private Wealth
Illinois
$221K +$189 +2 +0.1%
IP
729
Intellectus Partners
California
$219K
SIS
730
Sound Income Strategies
Florida
$209K +$79.8K +844 +63%
BWM
731
Bulltick Wealth Management
Florida
$208K +$205K +2,172 New
CFA
732
Cahill Financial Advisors
Minnesota
$208K -$608K -6,431 -75%
CA
733
Calton & Associates
Florida
$207K +$204K +2,158 New
AAS
734
Ameritas Advisory Services
Nebraska
$207K -$14.3K -151 -7%
WA
735
Waverly Advisors
Alabama
$206K +$203K +2,152 New
PBO
736
Peoples Bank (Ohio)
Ohio
$203K -$17.9K -189 -8%
KCPG
737
Kavar Capital Partners Group
Kansas
$201K +$199K +2,103 New
SWM
738
Sterling Wealth Management
Illinois
$200K +$198K +2,092 New
ZB
739
Zions Bancorporation
Utah
$197K
Deutsche Bank
740
Deutsche Bank
Germany
$183K
CT
741
Colonial Trust
South Carolina
$171K -$2.84K -30 -2%
AWM
742
Aspire Wealth Management
Massachusetts
$171K +$1.7K +18 +1%
SS
743
Sunbelt Securities
Texas
$171K +$41.5K +439 +33%
Kayne Anderson Rudnick Investment Management
744
Kayne Anderson Rudnick Investment Management
California
$168K +$1.61K +17 +1%
PWMG
745
Prestige Wealth Management Group
New Jersey
$168K
CIA
746
Cape Investment Advisory
Georgia
$166K +$28.6K +303 +21%
T
747
Tidemark
California
$151K +$95 +1 +0.1%
SWM
748
Sanctuary Wealth Management
Idaho
$147K
S
749
SignatureFD
Georgia
$137K -$20.5K -217 -13%
WSFS
750
Wilmington Savings Fund Society
Delaware
$119K +$118K +1,246 New