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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
801
LWM Advisory Services
Florida
– -$247K -2,692 Closed
SFO
802
Stokes Family Office
Louisiana
– -$246K -2,683 Closed
AIP
803
Almanack Investment Partners
Pennsylvania
– -$240K -2,604 Closed
BFA
804
Beaumont Financial Advisors
Massachusetts
– -$236K -2,578 Closed
ECA
805
Elevated Capital Advisors
Utah
– -$234K -2,554 Closed
WF
806
Welch & Forbes
Massachusetts
– -$228K -2,479 Closed
SFP
807
Shepherd Financial Partners
Massachusetts
– -$225K -2,457 Closed
BCM
808
Beaumont Capital Management
Massachusetts
– -$207K -2,257 Closed
OWA
809
Outlook Wealth Advisors
Texas
– -$201K -2,198 Closed
TIM
810
Tevis Investment Management
Texas
– -$85K -926 Closed
ACK
811
Andrew C. Karlinski
– -$78K -857 Closed
PMFA
812
Plante Moran Financial Advisors
Michigan
– -$64K -700 Closed
HGERS
813
Householder Group Estate & Retirement Specialist
Arizona
– -$54K -595 Closed
JHCP
814
Jackson Hole Capital Partners
Oklahoma
– -$38K -413 Closed
SSB
815
Sandy Spring Bank
Maryland
– -$35K -380 Closed
DBG
816
De Burlo Group
Massachusetts
– -$32.7K -357 Closed
AWMS
817
Advocacy Wealth Management Services
Georgia
– -$26K -287 Closed
AWM
818
Avior Wealth Management
Nebraska
– -$25K -277 Closed
IFAM
819
Institutional & Family Asset Management
Colorado
– -$21K -225 Closed
HI
820
Hudock Inc
Pennsylvania
– -$13K -151 Closed
BEI
821
Benjamin Edwards Inc
Missouri
– -$13K -145 Closed
SC
822
Schubert & Co
Texas
– -$12K -134 Closed
FPFS
823
First Personal Financial Services
North Carolina
– -$11K -120 Closed
EIP
824
Ellis Investment Partners
Pennsylvania
– -$10K -110 Closed
M1FG
825
Mach-1 Financial Group
Arkansas
– -$8K -101 Closed