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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
801
Criterion Capital Advisors
Tennessee
$111K – – –
SS
802
SBI Securities
Japan
$110K +$112K +1,202 New
WTFG
803
Wood Tarver Financial Group
Idaho
$106K +$108K +1,165 New
LJHT
804
Laurie J. Hall Trustee
$101K – – –
CAS
805
Coppell Advisory Solutions
Texas
$92.1K +$29.3K +315 +46%
RA
806
Ransom Advisory
Rhode Island
$91.7K +$46.6K +500 +100%
CFB
807
Cullen/Frost Bankers
Texas
$90.3K +$1.12K +12 +1%
FFA
808
Founders Financial Alliance
North Carolina
$88.6K -$8.19K -88 -8%
CPG
809
Cornerstone Planning Group
New Jersey
$88.4K -$11K -118 -11%
CLOS
810
Compagnie Lombard Odier SCmA
Switzerland
$79.8K – – –
CA
811
Crewe Advisors
Utah
$77.6K -$186 -2 -0.2%
SC
812
SouthState Corp
Florida
$75K +$76.2K +818 New
TSMHT
813
Thurston Springer Miller Herd & Titak
Indiana
$72.8K +$11.6K +125 +19%
ZB
814
Zions Bancorporation
Utah
$71.8K -$118K -1,272 -62%
WI
815
Wintrust Investments
Illinois
$71K +$4.47K +48 +7%
Bank Julius Baer & Co
816
Bank Julius Baer & Co
Switzerland
$68.8K +$4.38K +47 +7%
CSC
817
Caldwell Sutter Capital
California
$64.8K – – –
TAM
818
Tucker Asset Management
Colorado
$61.4K +$26.6K +286 +74%
AWM
819
AllSquare Wealth Management
New York
$60.1K – – –
CTC
820
Central Trust Company
Missouri
$59.1K +$17.6K +189 +41%
AWM
821
Activest Wealth Management
Florida
$57.6K +$58.5K +628 New
FGC
822
Financial Gravity Companies
Texas
$56.1K -$2.7K -29 -5%
RFG
823
REAP Financial Group
Texas
$53.9K -$3.82K -41 -7%
AT
824
Arlington Trust
Alabama
$52.3K – – –
TPCM
825
Templeton & Phillips Capital Management
Tennessee
$50.7K – – –