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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
Dakota Wealth Management
Florida
$18.4M +$2.79M +29,957 +18%
CM
127
Castleark Management
Illinois
$18.1M +$18.3M +196,905 New
SHJ
128
Sharkey, Howes & Javer
Colorado
$17.9M +$637K +6,838 +4%
Federated Hermes
129
Federated Hermes
Pennsylvania
$17.9M -$888K -9,535 -5%
Mariner
130
Mariner
Kansas
$17.7M +$1.28M +13,710 +8%
CIAS
131
CFS Investment Advisory Services
New Jersey
$17.4M -$16.6M -177,985 -48%
Marshall Wace
132
Marshall Wace
United Kingdom
$17.4M +$2.78M +29,900 +19%
AAS
133
Avantax Advisory Services
Texas
$17.1M +$812K +8,718 +5%
JFGIW
134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17M -$9.45M -101,542 -36%
PCM
135
Penserra Capital Management
California
$16.8M -$842K -9,040 -5%
PCA
136
Pallas Capital Advisors
Massachusetts
$16.6M +$16.4M +175,606 +3,249%
SW
137
SteelPeak Wealth
California
$16.3M +$3.33M +35,761 +25%
KAS
138
Kestra Advisory Services
Texas
$16.2M +$2.53M +27,204 +18%
PWM
139
Perigon Wealth Management
California
$16.1M +$2.26M +24,287 +16%
APW
140
Austin Private Wealth
Texas
$16.1M +$1.59M +17,067 +11%
AI
141
Atria Investments
North Carolina
$16M -$1.22M -13,054 -7%
HFA
142
High Falls Advisors
New York
$15.9M +$405K +4,348 +3%
NC
143
NewSquare Capital
Pennsylvania
$15.7M -$134K -1,443 -0.8%
FA
144
FDx Advisors
Illinois
$15.2M -$401K -4,311 -3%
RAM
145
Resona Asset Management
Japan
$15.1M -$10.7M -114,406 -41%
LIM
146
Leavell Investment Management
Alabama
$15.1M +$4.79M +51,395 +46%
Creative Planning
147
Creative Planning
Kansas
$15M -$928K -9,970 -6%
MCM
148
MAI Capital Management
Ohio
$14.9M +$15.2M +162,822 New
KLI
149
Kelman-Lazarov Inc
Tennessee
$14.6M +$1.65M +17,702 +12%
FFA
150
Farther Finance Advisors
California
$14.6M +$1.42M +15,291 +11%