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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1001
Pinnacle Wealth Planning Services
Ohio
$2.27K – – –
TWM
1002
Topsail Wealth Management
North Carolina
$2.27K – – –
DFA
1003
DHJJ Financial Advisors
Illinois
$2.17K -$79.6K -842 -97%
KFAS
1004
Keating Financial Advisory Services
Kansas
$2.17K – – –
HCA
1005
Harbor Capital Advisors
Illinois
$2K -$137K -1,451 -99%
MEG
1006
Millstone Evans Group
Colorado
$1.89K – – –
RFA
1007
Reyes Financial Architecture
California
$1.89K – – –
FIM
1008
FWL Investment Management
Texas
$1.8K +$757 +8 +73%
DF
1009
Dunhill Financial
United Kingdom
$1.61K – – –
EAM
1010
Eukles Asset Management
Ohio
$1.32K – – –
FGA
1011
Fortis Group Advisors
New Jersey
$1.32K – – –
CW
1012
CrossGen Wealth
North Carolina
$1.32K +$1.32K +14 New
BWL
1013
Bogart Wealth LLC
Virginia
$1.23K – – –
OA
1014
Operose Advisors
Wisconsin
$1.04K – – –
HFS
1015
Horizon Financial Services
North Carolina
$1.04K +$1.04K +11 New
HDIM
1016
Hanson & Doremus Investment Management
Vermont
$1K – – –
RWM
1017
RMG Wealth Management
Wisconsin
$559 +$567 +6 New
GCP
1018
Gill Capital Partners
Colorado
$473 – – –
GEA
1019
Glen Eagle Advisors
New Jersey
$473 – – –
PP
1020
PFS Partners
New Jersey
$473 – – –
CCWM
1021
Cassaday & Co Wealth Management
Virginia
$379 +$378 +4 New
HC
1022
Hoese & Co
Minnesota
$378 +$378 +4 New
CVM
1023
Cheviot Value Management
California
$284 – – –
IW
1024
Imprint Wealth
South Carolina
$95 – – –
SRCM
1025
Signature Resources Capital Management
California
$95 – – –