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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWRP
751
Cassady Wealth & Retirement Planning
Nevada
$323K +$323K +3,389 New
AFW
752
Avantra Family Wealth
Pennsylvania
$318K +$1.53K +16 +0.5%
WPWM
753
Windward Private Wealth Management
Kansas
$317K +$3.53K +37 +1%
IFS
754
Ifrah Financial Services
Arkansas
$315K +$19.9K +209 +7%
AC
755
Apella Capital
Connecticut
$313K +$314K +3,289 New
NB
756
Nicolet Bankshares
Wisconsin
$313K +$313K +3,285 New
TCWM
757
Total Clarity Wealth Management
Illinois
$313K +$94.4K +990 +43%
MPW
758
Magnolia Private Wealth
Pennsylvania
$310K +$311K +3,258 New
AIA
759
Angeles Investment Advisors
California
$305K
EWM
760
Elevation Wealth Management
Minnesota
$304K +$305K +3,193 New
BOSSRA
761
B.O.S.S. Retirement Advisors
Utah
$304K +$304K +3,190 New
GS
762
GWN Securities
Florida
$302K +$37.2K +390 +14%
NA
763
Nordwand Advisors
Pennsylvania
$302K -$3.81K -40 -1%
VPA
764
Vernal Point Advisors
California
$302K -$632K -6,626 -68%
SG
765
Sharper & Granite
California
$301K +$301K +3,160 New
FPW
766
Fairvoy Private Wealth
Alabama
$300K +$6.49K +68 +2%
Principal Financial Group
767
Principal Financial Group
Iowa
$297K +$1.24K +13 +0.4%
VFG
768
Victory Financial Group
Texas
$297K +$298K +3,120 New
CA
769
Claro Advisors
Massachusetts
$296K -$231K -2,425 -44%
FEM
770
Fulcrum Equity Management
Texas
$293K -$8.2K -86 -3%
IPWA
771
International Private Wealth Advisors
California
$290K -$9.54K -100 -3%
FPB
772
First PREMIER Bank
South Dakota
$278K +$150K +1,575 +117%
AFA
773
Alpha Financial Advisors
North Carolina
$278K +$278K +2,918 New
LIA
774
Lynx Investment Advisory
District of Columbia
$277K +$31.9K +334 +13%
MSWMA
775
Market Street Wealth Management Advisors
Indiana
$273K -$17.2K -180 -6%