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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$1.66M +$1.65M +15,289 New
SIA
202
Strategic Investment Advisors
Michigan
$1.65M +$192K +1,777 +13%
PWA
203
Physician Wealth Advisors
Utah
$1.56M +$1.55M +14,405 New
IWM
204
IHT Wealth Management
Illinois
$1.53M -$528K -4,891 -26%
FNC
205
First National Corp
Massachusetts
$1.53M +$327K +3,032 +27%
CWM
206
Cornerstone Wealth Management
Missouri
$1.53M +$340K +3,147 +29%
PPP
207
Private Portfolio Partners
New Jersey
$1.5M +$684K +6,339 +84%
FC
208
FCA Corp
Texas
$1.49M +$117K +1,086 +9%
WCG
209
Weaver Consulting Group
California
$1.48M
VWM
210
Venturi Wealth Management
Texas
$1.43M +$692K +6,413 +95%
JSA
211
Jacobson & Schmitt Advisors
Wisconsin
$1.41M +$1.4M +12,991 New
CW
212
CreativeOne Wealth
Kansas
$1.4M +$752K +6,972 +117%
CWM
213
Cahaba Wealth Management
Georgia
$1.39M +$47.3K +438 +4%
BHWM
214
Bay Harbor Wealth Management
Maryland
$1.31M +$712K +6,595 +120%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$1.31M +$318K +2,943 +32%
IWC
216
Integrated Wealth Concepts
Massachusetts
$1.3M +$565K +5,240 +77%
LNWWM
217
Laird Norton Wetherby Wealth Management
California
$1.29M +$755 +7 +0.1%
PAMG
218
Patton Albertson Miller Group
Tennessee
$1.2M +$342K +3,165 +40%
QA
219
Quantitative Advantage
Minnesota
$1.2M +$73.6K +682 +7%
AGA
220
Arkos Global Advisors
Texas
$1.17M
QCMNJ
221
Quantum Capital Management (New Jersey)
New Jersey
$1.16M +$19.4K +180 +2%
AA
222
Alesco Advisors
New York
$1.1M -$65.5K -607 -6%
LWM
223
Liberty Wealth Management
California
$1.1M +$592K +5,489 +117%
RIA
224
Realta Investment Advisors
Delaware
$1.1M -$34.1K -316 -3%
PCM
225
Price Capital Management
Louisiana
$1.08M