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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSA
151
Tri-Star Advisors
Texas
$9.62M +$679K +6,264 +8%
BL
152
BFSG LLC
California
$9.57M +$736K +6,787 +8%
WP
153
WealthSource Partners
California
$9.32M +$578K +5,330 +7%
WFI
154
West Family Investments
California
$9.3M
CI
155
CX Institutional
Indiana
$9.21M +$472K +4,349 +5%
CFGS
156
Concourse Financial Group Securities
Alabama
$9.03M +$660K +6,092 +8%
SFG
157
Snider Financial Group
Washington
$8.97M +$8.96M +82,678 New
AI
158
Atria Investments
North Carolina
$8.75M +$1.35M +12,491 +18%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$8.74M -$598K -5,514 -6%
KL
160
KWMG LLC
Kansas
$8.72M +$165K +1,522 +2%
HIM
161
HawsGoodwin Investment Management
Tennessee
$8.64M -$1.63M -14,998 -16%
KC
162
Kepos Capital
New York
$8.31M +$1.53M +14,100 +22%
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$8.24M +$552K +5,091 +7%
ODCM
164
Old Dominion Capital Management
Virginia
$8.22M -$43.4K -400 -0.5%
CCWA
165
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.14M +$1.07M +9,832 +15%
BI
166
Ballast Inc
Kentucky
$8.07M +$412K +3,798 +5%
PGA
167
Portland Global Advisors
Maine
$7.9M +$1.2M +11,088 +18%
CCM
168
Crabel Capital Management
California
$7.88M +$7.9M +72,823 New
SWRP
169
Summit Wealth & Retirement Planning
California
$7.72M +$285K +2,627 +4%
SAM
170
Strategy Asset Managers
California
$7.7M +$838K +7,731 +12%
BCV
171
Banque Cantonale Vaudoise
Switzerland
$7.68M +$7.7M +71,000 New
SWP
172
Strategic Wealth Partners
Ohio
$7.61M -$54.4K -502 -0.7%
AWM
173
Atticus Wealth Management
Florida
$7.57M +$526K +4,853 +7%
TPCW
174
TD Private Client Wealth
New York
$7.52M +$540K +4,985 +8%
KAS
175
Kestra Advisory Services
Texas
$7.27M +$474K +4,369 +7%