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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
801
Oxinas Partners Wealth Management
Indiana
$248K +$249K +2,610 New
EWM
802
Evolution Wealth Management
Florida
$247K -$1.81K -19 -0.7%
GW
803
Graetz Wealth
Michigan
$246K +$955 +10 +0.4%
CFB
804
Cullen/Frost Bankers
Texas
$246K +$57.4K +601 +30%
MCM
805
Mill Capital Management
North Carolina
$245K +$50.1K +524 +25%
AO
806
Advisor OS
Illinois
$245K +$246K +2,579 New
OWP
807
Obermeyer Wealth Partners
Colorado
$241K -$28.8K -301 -11%
LFG
808
Lockerman Financial Group
California
$240K +$242K +2,532 New
CWM
809
C2C Wealth Management
Arizona
$240K
IAIM
810
International Assets Investment Management
Florida
$240K +$5.16K +54 +2%
PCG
811
Prosperity Consulting Group
Maryland
$238K -$15.2K -159 -6%
SI
812
Stirlingshire Investments
New York
$238K -$17.1K -179 -7%
RCM
813
Raleigh Capital Management
North Carolina
$237K +$61.6K +645 +35%
ESB
814
Essex Savings Bank
Connecticut
$235K -$4.78K -50 -2%
AA
815
Armis Advisers
Georgia
$234K -$16.8K -176 -7%
MSFS
816
Main Street Financial Solutions
Pennsylvania
$234K +$3.44K +36 +1%
AWM
817
Avior Wealth Management
Nebraska
$233K -$4.2K -44 -2%
YIM
818
Yoffe Investment Management
Pennsylvania
$233K
Empower Advisory Group
819
Empower Advisory Group
Colorado
$232K +$233K +2,444 New
CWMK
820
Caliber Wealth Management (Kansas)
Kansas
$228K +$8.41K +88 +4%
PFWA
821
Paces Ferry Wealth Advisors
Georgia
$227K +$2.39K +25 +1%
TA
822
TrueWealth Advisors
Alabama
$226K -$860 -9 -0.4%
AWM
823
Accurate Wealth Management
Florida
$226K -$7.36K -77 -3%
LFWA
824
LiftPoint Family Wealth Advisors
New Jersey
$226K +$3.82K +40 +2%
PA
825
PSI Advisors
Florida
$224K +$225K +2,357 New