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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
151
Sowell Financial Services
Arkansas
$911K +$56.6K +528 +7%
FM
152
Forward Management
California
$900K -$29.5K -275 -3%
Lazard Asset Management
153
Lazard Asset Management
New York
$883K
BAM
154
Belpointe Asset Management
Nevada
$877K +$877K +8,186 New
HWM
155
Highwater Wealth Management
Colorado
$870K +$46.5K +434 +6%
Betterment LLC
156
Betterment LLC
New York
$867K +$417K +3,889 +93%
SFP
157
Shepherd Financial Partners
Massachusetts
$854K +$274K +2,560 +47%
AC
158
AFAM Capital
Texas
$808K -$830K -7,753 -51%
WI
159
Wintrust Investments
Illinois
$802K +$325K +3,037 +68%
HA
160
Hays Advisory
Tennessee
$797K -$64.2K -599 -7%
RPG
161
Risk Paradigm Group
Texas
$783K +$679K +6,342 +652%
Creative Planning
162
Creative Planning
Kansas
$739K -$322K -3,003 -30%
HPC
163
HM Payson & Co
Maine
$737K -$35.2K -329 -5%
AIA
164
Avalon Investment & Advisory
Texas
$711K +$2.89K +27 +0.4%
WI
165
WrapManager Inc
California
$704K +$224K +2,093 +47%
NDSI
166
Newman Dignan & Sheerar Inc
Rhode Island
$691K +$3.43K +32 +0.5%
RWM
167
RKL Wealth Management
Pennsylvania
$667K +$80.9K +755 +14%
Federated Hermes
168
Federated Hermes
Pennsylvania
$662K +$37K +345 +6%
LTI
169
Laffer Tengler Investments
Tennessee
$650K +$8.25K +77 +1%
BGC
170
Blue Granite Capital
South Carolina
$605K
Comerica Bank
171
Comerica Bank
Texas
$565K +$22.9K +214 +4%
FIM
172
Freedom Investment Management
Connecticut
$558K +$10.8K +101 +2%
LPIC
173
LeJeune Puetz Investment Counsel
Michigan
$552K
IAA
174
Ironsides Asset Advisors
North Carolina
$546K +$268K +2,500 +96%
SMA
175
Simply Money Advisors
Ohio
$543K -$96.3K -899 -15%