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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPC
151
Independent Portfolio Consultants
Florida
$887K -$440K -4,115 -33%
HA
152
Hays Advisory
Tennessee
$859K -$70.9K -663 -8%
SFS
153
Sowell Financial Services
Arkansas
$857K +$327K +3,057 +62%
HWM
154
Highwater Wealth Management
Colorado
$821K +$34.3K +321 +4%
CA
155
Continuum Advisory
Idaho
$811K +$111K +1,038 +16%
HPC
156
HM Payson & Co
Maine
$770K +$143K +1,339 +23%
PCM
157
Peak Capital Management
Colorado
$735K +$737K +6,887 New
OMC
158
Old Mission Capital
Illinois
$732K +$734K +6,856 New
I2I
159
Insight 2811 Inc
Illinois
$719K +$720K +6,732 New
AIA
160
Avalon Investment & Advisory
Texas
$706K +$707K +6,611 New
NDSI
161
Newman Dignan & Sheerar Inc
Rhode Island
$686K +$3.75K +35 +0.5%
LTI
162
Laffer Tengler Investments
Tennessee
$639K +$38.9K +364 +6%
SMA
163
Simply Money Advisors
Ohio
$637K -$23.9K -223 -4%
Franklin Resources
164
Franklin Resources
California
$628K
Federated Hermes
165
Federated Hermes
Pennsylvania
$623K -$538K -5,030 -46%
ASN
166
Advisory Services Network
Georgia
$617K -$8.24K -77 -1%
BGC
167
Blue Granite Capital
South Carolina
$603K
RWM
168
RKL Wealth Management
Pennsylvania
$584K +$242K +2,261 +70%
SFP
169
Shepherd Financial Partners
Massachusetts
$578K +$143K +1,337 +33%
RJT
170
Raymond James Trust
Florida
$551K +$66.4K +621 +14%
LPIC
171
LeJeune Puetz Investment Counsel
Michigan
$550K +$42.8K +400 +8%
FIM
172
Freedom Investment Management
Connecticut
$545K -$22K -206 -4%
Comerica Bank
173
Comerica Bank
Texas
$542K +$62.9K +588 +13%
GJIC
174
Gamble Jones Investment Counsel
California
$537K -$17.8K -166 -3%
JMPWA
175
JP Morgan Private Wealth Advisors
California
$531K +$6.63K +62 +1%