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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
826
Realta Investment Advisors
Delaware
$48.3K +$22.3K +237 +88%
WSFS
827
Wilmington Savings Fund Society
Delaware
$45.1K -$21.4K -228 -32%
CAM
828
Creekmur Asset Management
Illinois
$45.1K -$13.8K -147 -24%
Q1WB
829
Quest 10 Wealth Builders
Virginia
$42.2K +$94 +1 +0.2%
C
830
Covestor
United Kingdom
$41K +$3.1K +33 +8%
EWM
831
Evolution Wealth Management
Florida
$40K – – –
TFGT
832
TS Financial Group (TSFG)
Illinois
$38K +$6.29K +67 +20%
TIM
833
Thompson Investment Management
Wisconsin
$37.6K – – –
RIL
834
Rothschild Investment LLC
Illinois
$36.2K +$376 +4 +1%
PFM
835
Phillips Financial Management
Indiana
$35.3K -$7.42K -79 -18%
APW
836
Aventura Private Wealth
Florida
$34.7K -$1.13K -12 -3%
WWA
837
Wealth Watch Advisors
Colorado
$34.7K +$34.3K +365 New
DSC
838
Duncker Streett & Co
Missouri
$33.3K – – –
WA
839
Westfuller Advisors
New York
$32.7K +$32.3K +344 New
CG
840
Curat Global
New Hampshire
$30.9K – – –
LI
841
LRI Investments
Florida
$30.4K – – –
KWM
842
Kiker Wealth Management
Georgia
$29.2K +$3.1K +33 +12%
DWA
843
Delos Wealth Advisors
Texas
$28.4K +$1.78K +19 +7%
RFG
844
REAP Financial Group
Texas
$27.9K -$27.7K -295 -50%
HR
845
Howe & Rusling
New York
$27K +$17.3K +184 +184%
Allspring Global Investments
846
Allspring Global Investments
North Carolina
$26.7K -$18.4M -195,724 -100%
BGC
847
Beutel, Goodman & Co
Ontario, Canada
$25K – – –
VWM
848
Vermillion Wealth Management
Minnesota
$23.4K +$188 +2 +0.8%
WIM
849
Westside Investment Management
California
$23.4K – – –
HWP
850
Highline Wealth Partners
California
$22.8K +$21.8K +232 +2,900%