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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAW
851
Signal Advisors Wealth
Michigan
– -$2.58M -27,864 Closed
OMC
852
Old Mission Capital
Illinois
– -$2.23M -24,114 Closed
LHC
853
Little House Capital
Massachusetts
– -$2.11M -22,852 Closed
PBM
854
Propel Bio Management
California
– -$2.07M -22,400 Closed
SAM
855
Simplify Asset Management
Nevada
– -$2.07M -22,400 Closed
MGW
856
MB Generational Wealth
Washington
– -$46.2K -18,155 Closed
OWM
857
OneAscent Wealth Management
Alabama
– -$1.32M -14,314 Closed
SAG
858
SageView Advisory Group
California
– -$724K -14,120 Closed
Verition Fund Management
859
Verition Fund Management
Connecticut
– -$1.29M -14,000 Closed
TSS
860
Two Sigma Securities
New York
– -$1.02M -11,041 Closed
IWM
861
Iams Wealth Management
Nebraska
– -$800K -8,725 Closed
ARC
862
Advisor Resource Council
Texas
– -$807K -8,582 Closed
Vontobel Holding
863
Vontobel Holding
Switzerland
– -$684K -7,400 Closed
VWM
864
VCI Wealth Management
Missouri
– -$653K -7,067 Closed
NL
865
NWAM LLC
Washington
– -$638K -7,011 Closed
Principal Financial Group
866
Principal Financial Group
Iowa
– -$596K -6,448 Closed
FNC
867
First National Corp
Massachusetts
– -$594K -6,309 Closed
CMI
868
Clare Market Investments
Texas
– -$547K -5,916 Closed
VCA
869
Verdence Capital Advisors
Maryland
– -$534K -5,774 Closed
TC
870
TAP Consulting
Missouri
– -$494K -5,341 Closed
TFA
871
Tranquilli Financial Advisor
New Jersey
– -$483K -5,221 Closed
HFS
872
Haverford Financial Services
Pennsylvania
– -$482K -5,212 Closed
LFAS
873
Level Four Advisory Services
Texas
– -$490K -5,206 Closed
AA
874
AlphaCentric Advisors
Puerto Rico
– -$462K -5,000 Closed
MWM
875
Meridian Wealth Management
Kentucky
– -$436K -4,719 Closed