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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
1051
Legacy Capital Wealth Partners
Arkansas
– -$701K -7,384 Closed
FTUS
1052
Flow Traders U.S.
New York
– -$480K -5,057 Closed
DB
1053
Dravo Bay
Delaware
– -$453K -4,766 Closed
DIP
1054
DT Investment Partners
Pennsylvania
– -$446K -4,701 Closed
EWA
1055
Emergent Wealth Advisors
New York
– -$391K -4,115 Closed
B
1056
Bedminster
South Carolina
– -$385K -4,050 Closed
BJL
1057
Brighton Jones LLC
Washington
– -$331K -3,490 Closed
BS
1058
Banco Santander
Spain
– -$302K -3,180 Closed
ONB
1059
Old National Bancorp
Indiana
– -$256K -2,698 Closed
AL
1060
ARWA LLC
Texas
– -$256K -2,695 Closed
TFP
1061
TrueWealth Financial Partners
Washington
– -$254K -2,679 Closed
AWM
1062
Activest Wealth Management
Florida
– -$249K -2,624 Closed
OWP
1063
Obermeyer Wealth Partners
Colorado
– -$241K -2,541 Closed
CWM
1064
C2C Wealth Management
Arizona
– -$240K -2,526 Closed
Empower Advisory Group
1065
Empower Advisory Group
Colorado
– -$232K -2,444 Closed
AWM
1066
Accurate Wealth Management
Florida
– -$226K -2,384 Closed
5NPW
1067
55 North Private Wealth
Florida
– -$220K -2,320 Closed
GT
1068
Glenview Trust
Kentucky
– -$215K -2,263 Closed
NI
1069
Natural Investments
California
– -$214K -2,255 Closed
OPWM
1070
Oregon Pacific Wealth Management
Oregon
– -$211K -2,223 Closed
GBT
1071
Grove Bank & Trust
Florida
– -$209K -2,201 Closed
TPI
1072
Trust Point Inc
Wisconsin
– -$209K -2,200 Closed
KPWM
1073
KDK Private Wealth Management
Texas
– -$204K -2,146 Closed
SAG
1074
SageView Advisory Group
California
– -$202K -2,129 Closed
LJAC
1075
L.J. Altfest & Co
New York
– -$202K -2,128 Closed