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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
Kingsview Wealth Management
Oregon
$13.1M +$4.56M +49,915 +51%
SC
127
Syon Capital
California
$13M +$13.4M +146,648 New
LWA
128
LWS Wealth Advisors
New Jersey
$12.6M +$3.17M +34,723 +33%
KAS
129
Kestra Advisory Services
Texas
$12.5M +$763K +8,343 +6%
MSWMA
130
Market Street Wealth Management Advisors
Indiana
$12.5M -$12.2K -134 -0.1%
PWM
131
Perigon Wealth Management
California
$12.4M -$811K -8,873 -6%
BCM
132
Boltwood Capital Management
California
$12.2M +$1.42M +15,492 +13%
IWP
133
Icon Wealth Partners
Texas
$12.1M -$3.14M -34,376 -20%
MFWM
134
Motley Fool Wealth Management
Virginia
$12M +$444K +4,859 +4%
GRP
135
Global Retirement Partners
California
$12M -$97.1K -1,062 -0.8%
CCA
136
Checchi Capital Advisers
California
$12M +$4.41M +48,259 +56%
HighTower Advisors
137
HighTower Advisors
Illinois
$11.8M +$4.12M +45,049 +51%
MCWS
138
McKinley Carter Wealth Services
West Virginia
$11.7M +$891K +9,745 +8%
PAIA
139
Park Avenue Institutional Advisers
New York
$11.6M
TWA
140
Tandem Wealth Advisors
Arizona
$11.6M +$455K +4,977 +4%
SW
141
SteelPeak Wealth
California
$11.2M -$7.08M -77,455 -38%
LWA
142
Lineweaver Wealth Advisors
Ohio
$11.2M +$299K +3,269 +3%
HH
143
Hilltop Holdings
Texas
$11.1M -$303K -3,310 -3%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$11.1M +$488K +5,344 +4%
CM
145
Columbus Macro
Pennsylvania
$10.9M +$1.9M +20,758 +20%
CSPIA
146
Cary Street Partners Investment Advisory
Virginia
$10.6M -$145K -1,585 -1%
GC
147
Guggenheim Capital
Illinois
$10.4M +$917K +10,028 +9%
APW
148
Austin Private Wealth
Texas
$10.4M -$3.28M -35,931 -23%
SMI
149
Shelter Mutual Insurance
Missouri
$10.3M
KL
150
KWMG LLC
Kansas
$10.2M +$558K +6,104 +6%