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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$2.94M -$655K -6,018 -18%
AWA
202
Arete Wealth Advisors
Illinois
$2.92M +$2.88M +26,451 New
BOTW
203
Bank of the West
California
$2.9M -$386K -3,546 -12%
PWPCM
204
Perella Weinberg Partners Capital Management
New York
$2.81M +$2.77M +25,473 New
CWS
205
Cypress Wealth Services
California
$2.81M -$368K -3,386 -12%
SFA
206
Sequoia Financial Advisors
Ohio
$2.8M +$89.1K +819 +3%
CRWM
207
Castle Rock Wealth Management
California
$2.8M +$2.75M +25,259 New
BEC
208
Blue Edge Capital
Virginia
$2.73M +$121K +1,114 +5%
SMG
209
Spectrum Management Group
Indiana
$2.72M +$2.68M +24,612 +70,320%
BRWA
210
B. Riley Wealth Advisors
Florida
$2.69M -$608K -5,587 -19%
FA
211
Forefront Analytics
Pennsylvania
$2.66M -$2.04M -18,735 -44%
CAAS
212
Capital Asset Advisory Services
Michigan
$2.64M +$2.48M +22,804 +2,299%
CCMG
213
Clark Capital Management Group
Pennsylvania
$2.61M -$3.13M -28,746 -55%
BHWM
214
Bar Harbor Wealth Management
New Hampshire
$2.59M -$80.6K -741 -3%
NFG
215
Next Financial Group
Texas
$2.59M +$1.07M +9,877 +73%
MIAN
216
Mariner Independent Advisor Network
Kansas
$2.58M -$243K -2,230 -9%
JIP
217
Jaffetilchin Investment Partners
Florida
$2.57M +$249K +2,286 +11%
Citigroup
218
Citigroup
New York
$2.55M +$559K +5,139 +29%
CW
219
CreativeOne Wealth
Kansas
$2.49M +$438K +4,026 +22%
RWA
220
Redhawk Wealth Advisors
Minnesota
$2.35M +$2.32M +21,294 New
Mariner
221
Mariner
Kansas
$2.33M +$2.3M +21,106 New
LFG
222
LifePlan Financial Group
Ohio
$2.3M -$1.06M -9,731 -32%
SFM
223
Signet Financial Management
New Jersey
$2.24M +$81.6K +750 +4%
MYAM
224
Meiji Yasuda Asset Management
Japan
$2.12M +$2.09M +19,203 New
SFS
225
Sowell Financial Services
Arkansas
$2.11M +$564K +5,182 +37%