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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
776
Valeo Financial Advisors
Indiana
$272K -$473 -5 -0.2%
PFA
777
Petra Financial Advisors
Colorado
$271K +$271K +2,870 New
FFS
778
Founders Financial Securities
Maryland
$270K -$182K -1,920 -40%
CAM
779
Cidel Asset Management
Ontario, Canada
$269K
Squarepoint
780
Squarepoint
New York
$269K +$13.1K +139 +5%
SP
781
Stablepoint Partners
Massachusetts
$268K +$2.84K +30 +1%
VCA
782
Verdence Capital Advisors
Maryland
$268K -$4.16K -44 -2%
BAG
783
Bridgewealth Advisory Group
California
$264K +$47.3K +500 +22%
KFG
784
Kingdom Financial Group
Arizona
$264K +$8.32K +88 +3%
IFWM
785
Institute for Wealth Management
Colorado
$261K +$261K +2,759 New
BFG
786
Berger Financial Group
Minnesota
$261K +$45.1K +477 +21%
BHWM
787
Bar Harbor Wealth Management
New Hampshire
$260K -$96.6K -1,021 -27%
PCG
788
Prosperity Consulting Group
Maryland
$259K +$22.3K +236 +9%
PA
789
PSI Advisors
Florida
$258K +$35K +370 +16%
SPC
790
Spirepoint Private Client
Florida
$257K +$257K +2,719 New
LFWA
791
LiftPoint Family Wealth Advisors
New Jersey
$256K +$30.5K +323 +14%
AAS
792
Annex Advisory Services
Wisconsin
$254K -$967K -10,229 -79%
LCC
793
Lincoln Capital Corp
Rhode Island
$253K
EWM
794
Evolution Wealth Management
Florida
$253K +$6.43K +68 +3%
RFC
795
Regions Financial Corp
Alabama
$253K +$38.6K +408 +18%
CTA
796
Chesley Taft & Associates
Illinois
$252K +$4.26K +45 +2%
A
797
Argentarii
Ohio
$252K +$7.75K +82 +3%
GW
798
Graetz Wealth
Michigan
$252K +$6.9K +73 +3%
PJSIMP
799
P.J. Schmidt Investment Management (PJS)
Wisconsin
$251K -$47.3K -500 -16%
OCM
800
Orleans Capital Management
Louisiana
$250K