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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
751
West Paces Advisors
Georgia
$1.11K +$1.11K +12 New
TFA
752
Transamerica Financial Advisors
Florida
$1K – – –
KFI
753
Key Financial Inc
Pennsylvania
$916 – – –
MCM
754
Manchester Capital Management
Vermont
$556 – – –
AWA
755
Artemis Wealth Advisors
New York
$285 – – –
LFG
756
Larson Financial Group
Missouri
$278 – – –
RFG
757
RFP Financial Group
Georgia
$78 +$92 +1 New
CIM
758
Confluence Investment Management
Missouri
– -$20.5M -223,459 Closed
HWA
759
Heartwood Wealth Advisors
Virginia
– -$15.9M -174,039 Closed
OCM
760
One Capital Management
California
– -$15M -164,063 Closed
OMC
761
Old Mission Capital
Illinois
– -$7.05M -76,965 Closed
FM
762
Family Management
New York
– -$6.74M -73,642 Closed
SAM
763
SP Asset Management
California
– -$4.76M -51,977 Closed
WCM
764
Wunderlich Capital Managemnt
Tennessee
– -$4.61M -50,354 Closed
Millennium Management
765
Millennium Management
New York
– -$4M -43,646 Closed
WF
766
Williams Financial
Vermont
– -$3.84M -41,943 Closed
ACG
767
Allen Capital Group
Nebraska
– -$3.73M -40,689 Closed
Susquehanna International Group
768
Susquehanna International Group
Pennsylvania
– -$2.43M -26,397 Closed
RWP
769
RWA Wealth Partners
Massachusetts
– -$2.25M -24,628 Closed
AC
770
Annandale Capital
Texas
– -$1.98M -21,576 Closed
HCA
771
Harbour Capital Advisors
Virginia
– -$1.75M -19,263 Closed
ACS
772
Archford Capital Strategies
Illinois
– -$1.67M -18,283 Closed
EC
773
Estate Counselors
Wisconsin
– -$1.62M -17,695 Closed
SWM
774
Scissortail Wealth Management
Oklahoma
– -$1.06M -11,719 Closed
Mitsubishi UFJ Asset Management
775
Mitsubishi UFJ Asset Management
Japan
– -$934K -10,200 Closed