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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBT
201
Dubuque Bank & Trust
Iowa
$6.87M +$1.25M +13,194 +22%
LG
202
Leuthold Group
Minnesota
$6.85M +$80.6K +854 +1%
Cerity Partners
203
Cerity Partners
New York
$6.71M -$868K -9,188 -15%
CL
204
Choreo LLC
Illinois
$6.68M +$6.66M +70,556 New
SWM
205
SigFig Wealth Management
California
$6.44M +$1.05M +11,140 +20%
LA
206
LVW Advisors
New York
$6.4M +$3.94M +41,696 +161%
WA
207
WBH Advisory
Maryland
$6.35M +$6.33M +66,989 New
FEG
208
Financial Enhancement Group
Indiana
$6.33M -$199K -2,111 -3%
RA
209
Rational Advisors
New York
$6.19M +$6.17M +65,330 New
I
210
INVST
Indiana
$6.15M +$657K +6,955 +12%
Corient Private Wealth
211
Corient Private Wealth
Florida
$6.01M +$5.99M +63,398 New
PFM
212
Parsec Financial Management
North Carolina
$5.92M +$3.5M +37,014 +145%
KFS
213
Kelly Financial Services
Massachusetts
$5.9M +$2.43M +25,721 +70%
WWG
214
West Wealth Group
California
$5.86M +$95.2K +1,008 +2%
AFPL
215
Advus Financial Partners, LLC
Florida
$5.86M +$2.94M +31,120 +101%
NL
216
NWAM LLC
Washington
$5.84M +$1.48M +15,633 +34%
VFA
217
Voya Financial Advisors
Connecticut
$5.71M +$1.21M +12,828 +27%
LCC
218
Lincoln Capital Corp
Rhode Island
$5.58M +$98.2K +1,040 +2%
CCWA
219
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.56M -$445K -4,717 -7%
CWM
220
Congress Wealth Management
Massachusetts
$5.48M +$55.6K +589 +1%
FAIM
221
Financial Advocates Investment Management
Washington
$5.43M +$2.74M +29,036 +103%
First Trust Advisors
222
First Trust Advisors
Illinois
$5.41M -$1.05M -11,086 -16%
JFGIW
223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.38M -$2.28M -24,192 -30%
C1AG
224
Client 1st Advisory Group
Florida
$5.36M +$1.01M +10,712 +23%
SAS
225
Sage Advisory Services
Texas
$5.32M +$656K +6,945 +14%