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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
126
Harvest Group Wealth Management
Massachusetts
$10.1M +$10.3M +98,751 New
HNB
127
Huntington National Bank
Ohio
$10M
AAS
128
Avantax Advisory Services
Texas
$10M -$692K -6,626 -6%
PCP
129
Proficio Capital Partners
Massachusetts
$9.84M -$3.83M -36,743 -28%
AWS
130
Atria Wealth Solutions
New York
$9.81M +$10M +96,292 New
LG
131
Leuthold Group
Minnesota
$9.62M -$3.51M -33,609 -26%
WP
132
WealthSource Partners
California
$9.35M +$166K +1,587 +2%
GWM
133
Geneos Wealth Management
Colorado
$9.19M -$5.41M -51,866 -36%
SEM
134
Strategic Equity Management
Arizona
$9.16M +$3.11M +29,791 +50%
SC
135
Scotia Capital
Ontario, Canada
$9.13M -$372K -3,569 -4%
SWP
136
Strategic Wealth Partners
Ohio
$9.01M +$680K +6,520 +8%
KL
137
KWMG LLC
Kansas
$8.92M +$273K +2,617 +3%
BI
138
Ballast Inc
Kentucky
$8.87M +$423K +4,051 +5%
MCWS
139
McKinley Carter Wealth Services
West Virginia
$8.67M +$1.15M +11,063 +15%
SSWG
140
Seven Springs Wealth Group
Tennessee
$8.48M -$785K -7,524 -8%
GRP
141
Global Retirement Partners
California
$8.22M +$8.64M +82,812 New
EC
142
Estate Counselors
Wisconsin
$8.18M -$899K -8,610 -10%
TCM
143
Telos Capital Management
California
$8.08M -$6.33M -60,692 -43%
HGWM
144
Horst & Graben Wealth Management
Oregon
$7.95M +$3.12M +29,941 +62%
GIM
145
Goelzer Investment Management
Indiana
$7.9M +$6.06M +58,064 +298%
PGA
146
Portland Global Advisors
Maine
$7.8M +$50.9K +488 +0.6%
CCWA
147
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.62M -$247K -2,362 -3%
BPA
148
Beacon Pointe Advisors
California
$7.56M +$7.5M +71,833 +2,973%
KAS
149
Kestra Advisory Services
Texas
$7.53M +$2.76M +26,465 +56%
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$7.53M +$789K +7,557 +11%