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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
176
Icon Wealth Advisors
Texas
$12.1M +$632K +6,730 +6%
CM
177
Cornerstone Management
Georgia
$12M +$1.27M +13,520 +12%
AFG
178
Atomi Financial Group
New York
$11.9M +$1.31M +13,979 +13%
TWP
179
Triad Wealth Partners
Kansas
$11.8M +$1.62M +17,282 +16%
MC
180
Meteora Capital
Florida
$11.8M +$5.78M +61,500 +98%
SIA
181
Spectrum Investment Advisors
Wisconsin
$11.8M +$84.3K +897 +0.7%
Lazard Asset Management
182
Lazard Asset Management
New York
$11.7M +$11.6M +123,470 New
IA
183
IFG Advisory
Georgia
$11.5M +$596K +6,346 +6%
FFA
184
Farther Finance Advisors
California
$11.5M +$1.05M +11,204 +10%
SFS
185
Security Financial Services
Indiana
$11.5M +$638K +6,789 +6%
TF
186
Theory Financial
Colorado
$11.4M +$632K +6,730 +6%
GWM
187
Geneos Wealth Management
Colorado
$11.3M -$1.13M -12,056 -9%
MWM
188
Modern Wealth Management
Kansas
$11.2M -$3.85M -40,984 -26%
PWM
189
Perigon Wealth Management
California
$11.1M +$88K +937 +0.8%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$11M +$10.9M +116,131 New
OWA
191
One Wealth Advisors
California
$10.9M +$852K +9,072 +9%
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$10.9M -$3.65M -38,866 -25%
FA
193
FDx Advisors
Illinois
$10.8M -$4.34M -46,233 -29%
Focus Partners Wealth
194
Focus Partners Wealth
Massachusetts
$10.8M +$167K +1,777 +2%
WCA
195
Westover Capital Advisors
Delaware
$10.7M +$1.86M +19,843 +21%
COI
196
Connable Office Inc
Michigan
$10.6M -$19.5M -207,408 -65%
BBWP
197
Beacon Bridge Wealth Partners
Pennsylvania
$10.5M +$428K +4,553 +4%
EWA
198
EverSource Wealth Advisors
Alabama
$10.5M -$456K -4,859 -4%
CWMG
199
Compass Wealth Management (Georgia)
Georgia
$10.3M +$2.03M +21,557 +25%
EH
200
Equitable Holdings
New York
$10.3M +$880K +9,369 +9%