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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
176
Proficio Capital Partners
Massachusetts
$9.33M +$9.34M +100,968 New
BCWM
177
Bartlett & Co Wealth Management
Ohio
$9.15M +$559K +6,044 +6%
OWA
178
One Wealth Advisors
California
$9.02M +$688K +7,439 +8%
CL
179
CIM LLC
New York
$8.99M +$438K +4,737 +5%
FAIM
180
Financial Advocates Investment Management
Washington
$8.9M +$76.7K +829 +0.9%
VAS
181
Vestmark Advisory Solutions
Massachusetts
$8.88M -$7.81M -84,415 -47%
HB
182
HTLF Bank
Colorado
$8.87M +$1.06M +11,510 +14%
BF
183
Blankinship & Foster
California
$8.85M +$22.5K +243 +0.3%
MYAM
184
Meiji Yasuda Asset Management
Japan
$8.74M +$1.03M +11,106 +13%
TF
185
Theory Financial
Colorado
$8.56M +$213K +2,304 +3%
TWM
186
TSA Wealth Management
Texas
$8.52M +$208K +2,254 +3%
BRWA
187
B. Riley Wealth Advisors
Florida
$8.26M +$2.18M +23,563 +34%
EWA
188
EverSource Wealth Advisors
Alabama
$8.19M +$7.4M +80,025 +702%
LA
189
Lifeworks Advisors
Michigan
$8.16M +$2.3M +24,835 +39%
KLI
190
Kelman-Lazarov Inc
Tennessee
$8.11M +$1.92M +20,714 +31%
WCA
191
Westover Capital Advisors
Delaware
$8.04M +$862K +9,324 +12%
CM
192
Cornerstone Management
Georgia
$7.97M +$745K +8,059 +10%
GWM
193
Geneos Wealth Management
Colorado
$7.93M -$2.05M -22,115 -20%
Charles Schwab
194
Charles Schwab
California
$7.92M -$744K -8,048 -9%
SWA
195
Stratos Wealth Advisors
Ohio
$7.88M +$59.5K +643 +0.8%
LIM
196
Leavell Investment Management
Alabama
$7.85M +$2.53M +27,371 +48%
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$7.79M +$2.09M +22,576 +37%
MFG
198
Merit Financial Group
Georgia
$7.69M +$142K +1,531 +2%
RCAG
199
Rehmann Capital Advisory Group
Michigan
$7.64M +$641K +6,935 +9%
T
200
TNF
Montana
$7.59M +$1.2K +13 +0%