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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
776
TrueWealth Advisors
Alabama
$200K -$251K -2,715 -56%
SOS
777
Silver Oak Securities
Tennessee
$197K +$194K +2,100 New
RP
778
Rice Partnership
Hawaii
$183K -$36K -389 -17%
IBOK
779
Independence Bank of Kentucky
Kentucky
$179K -$6.84K -74 -4%
Deutsche Bank
780
Deutsche Bank
Germany
$179K
Kayne Anderson Rudnick Investment Management
781
Kayne Anderson Rudnick Investment Management
California
$168K +$1.2K +13 +0.7%
RWM
782
Rialto Wealth Management
New York
$165K +$25K +270 +18%
PWMG
783
Prestige Wealth Management Group
New Jersey
$164K
RFS
784
Richardson Financial Services
Massachusetts
$161K -$31K -335 -16%
CT
785
Caldwell Trust
Florida
$159K -$5.73K -62 -4%
CT
786
Colonial Trust
South Carolina
$157K -$7.86K -85 -5%
PA
787
PSI Advisors
Florida
$155K -$37K -400 -19%
FW
788
Fairway Wealth
Ohio
$147K
RCM
789
Raleigh Capital Management
North Carolina
$145K -$83.3K -901 -37%
S
790
SignatureFD
Georgia
$136K -$1.48K -16 -1%
T
791
Tidemark
California
$132K +$2.13K +23 +2%
CFB
792
Cullen/Frost Bankers
Texas
$123K +$30.4K +329 +33%
AWM
793
Abound Wealth Management
Tennessee
$115K +$113K +1,225 New
SS
794
SBI Securities
Japan
$114K +$1.48K +16 +1%
HCA
795
Harbor Capital Advisors
Illinois
$112K +$110K +1,189 New
WA
796
WPG Advisers
Maryland
$111K -$11.8K -128 -10%
AGWCA
797
Annis Gardner Whiting Capital Advisors
Florida
$95.2K +$93.9K +1,015 New
FFA
798
Founders Financial Alliance
North Carolina
$91K +$462 +5 +0.5%
CPG
799
Cornerstone Planning Group
New Jersey
$90.5K +$1.85K +20 +2%
CAWM
800
Capital A Wealth Management
Pennsylvania
$88.2K -$233K -2,514 -73%