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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
201
Sharkey, Howes & Javer
Colorado
$5.76M +$5.76M +52,296 New
KC
202
Kepos Capital
New York
$5.64M -$11.4M -103,300 -67%
WP
203
WealthShield Partners
North Carolina
$5.61M +$5.53M +50,178 +6,392%
FCA
204
FLC Capital Advisors
California
$5.53M +$746K +6,772 +16%
SHIM
205
Stone House Investment Management
Pennsylvania
$5.42M -$1.5M -13,616 -22%
BFEC
206
Benjamin F. Edwards & Company
Missouri
$5.4M +$3.21M +29,117 +146%
KWM
207
Kingsview Wealth Management
Oregon
$5.22M +$271K +2,463 +5%
LWA
208
Lineweaver Wealth Advisors
Ohio
$5.17M +$4.91M +44,606 +1,903%
Bank Julius Baer & Co
209
Bank Julius Baer & Co
Switzerland
$5.16M +$979K +8,894 +23%
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$5.16M +$5.16M +46,857 New
SIA
211
SkyView Investment Advisors
New Jersey
$5.14M +$5.14M +46,674 New
HCA
212
Heck Capital Advisors
Wisconsin
$5.02M +$446K +4,049 +10%
HCA
213
Harbour Capital Advisors
Virginia
$5M +$151K +1,373 +3%
WG
214
Winton Group
United Kingdom
$4.96M -$964K -8,753 -16%
SAS
215
Stelac Advisory Services
New York
$4.92M -$1.68M -15,265 -25%
ACI
216
Alpha Cubed Investments
California
$4.92M -$890K -8,079 -15%
MAFM
217
Mid Atlantic Financial Management
Pennsylvania
$4.87M +$44.3K +402 +0.9%
UFA
218
US Financial Advisors
Massachusetts
$4.82M +$4.82M +43,774 New
SWP
219
ShoreHaven Wealth Partners
New Jersey
$4.8M +$4.8M +43,632 New
LWANC
220
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.74M +$647K +5,875 +16%
PWPCM
221
Perella Weinberg Partners Capital Management
New York
$4.73M
CCWA
222
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.72M -$717K -6,516 -13%
IIA
223
IPG Investment Advisors
California
$4.71M -$75.9K -689 -2%
HGWM
224
Horst & Graben Wealth Management
Oregon
$4.67M +$4.67M +42,422 New
NP
225
NorthRock Partners
Minnesota
$4.59M +$5.39K +49 +0.1%