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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CH
776
Canton Hathaway
Rhode Island
– -$31K -290 Closed
TFM
777
TFC Financial Management
Massachusetts
– -$26K -240 Closed
WB
778
West Bancorporation
Iowa
– -$21K -191 Closed
FPWM
779
FSB Premier Wealth Management
Iowa
– -$20K -190 Closed
FCFS
780
First Command Financial Services
Texas
– -$15K -143 Closed
CF
781
Concorde Financial
Texas
– -$11K -101 Closed
CI
782
Cordant Inc
Oregon
– -$10K -91 Closed
EBA
783
Eagle Bay Advisors
New York
– -$10K -91 Closed
LWCFA
784
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$8K -75 Closed
RP
785
Rice Partnership
Hawaii
– -$8K -73 Closed
CCM
786
Chilton Capital Management
Texas
– -$7K -64 Closed
BFO
787
Biltmore Family Office
North Carolina
– -$7K -62 Closed
CWS
788
Confluence Wealth Services
Pennsylvania
– -$5K -54 Closed
MIM
789
MTM Investment Management
South Carolina
– -$4K -38 Closed
TCWM
790
Total Clarity Wealth Management
Illinois
– -$4K -37 Closed
GC
791
Gould Capital
Washington
– -$4K -35 Closed
TFO
792
Tarbox Family Office
California
– -$3K -30 Closed
EA
793
Evolution Advisers
Virginia
– -$2K -25 Closed
WTA
794
Washington Trust Advisors
Massachusetts
– -$2K -22 Closed
GWMIA
795
Global Wealth Management Investment Advisory
Florida
– -$2K -16 Closed
Cohen & Steers
796
Cohen & Steers
New York
– -$1K -11 Closed
HFS
797
Hantz Financial Services
Michigan
– -$1K -7 Closed
MPWT
798
MassMutual Private Wealth & Trust
Connecticut
– -$1K -5 Closed
M1FG
799
Mach-1 Financial Group
Arkansas
– -$104 -1 -20%
FCAS
800
First Command Advisory Services
Texas
– +$1.56K +15 New