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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHG
751
Westwood Holdings Group
Texas
$229K -$332K -3,533 -59%
KPWM
752
KDK Private Wealth Management
Texas
$226K +$94 +1 +0%
BFA
753
Bragg Financial Advisors
North Carolina
$223K +$220K +2,343 New
TWA
754
Talisman Wealth Advisors
New Jersey
$221K -$8.74K -93 -4%
BW
755
BIP Wealth
Georgia
$219K – – –
TCWM
756
Total Clarity Wealth Management
Illinois
$218K +$8.08K +86 +4%
CWMK
757
Caliber Wealth Management (Kansas)
Kansas
$218K -$34.3K -365 -14%
PCM
758
Parsons Capital Management
Rhode Island
$218K -$19.5K -208 -8%
LSPW
759
Lake Street Private Wealth
Illinois
$213K +$1.5K +16 +0.7%
GA
760
Greenspring Advisors
Maryland
$212K +$210K +2,231 New
FA
761
Fortis Advisors
Pennsylvania
$212K +$209K +2,225 New
KFG
762
Kelly Financial Group
Connecticut
$210K +$208K +2,212 New
GBT
763
Grove Bank & Trust
Florida
$209K +$22.5K +240 +12%
TA
764
TrueWealth Advisors
Alabama
$208K +$4.23K +45 +2%
AIM
765
Advyzon Investment Management
Illinois
$208K +$206K +2,188 New
Empower Advisory Group
766
Empower Advisory Group
Colorado
$208K +$205K +2,185 New
MCC
767
Money Concepts Capital
Florida
$207K +$205K +2,181 New
XT
768
XTX Topco
Cayman Islands
$206K -$314K -3,338 -61%
CTA
769
Chesley Taft & Associates
Illinois
$206K – – –
NW
770
NewEdge Wealth
Pennsylvania
$205K +$203K +2,163 New
SAG
771
SageView Advisory Group
California
$205K +$202K +2,149 New
SWA
772
Stratos Wealth Advisors
Ohio
$203K -$20.8K -221 -9%
HAS
773
HBW Advisory Services
California
$203K -$20.5K -218 -9%
LJAC
774
L.J. Altfest & Co
New York
$203K -$92.1K -980 -32%
DI
775
Disciplined Investors
Texas
$200K +$198K +2,104 New