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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
226
Flagship Harbor Advisors
Massachusetts
$235K +$240K +2,221 New
OC
227
Oakworth Capital
Alabama
$228K
FAT
228
First American Trust
California
$223K -$11.5K -106 -5%
CIAS
229
Capital Investment Advisory Services
North Carolina
$215K +$218K +2,017 New
NAM
230
NTV Asset Management
West Virginia
$212K -$81.1K -750 -27%
RWA
231
RGT Wealth Advisors
Texas
$209K
LS
232
Lattice Strategies
Pennsylvania
$207K
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$179K -$2.02M -18,682 -92%
SAM
234
Shamrock Asset Management
Texas
$176K -$12.3K -114 -6%
WA
235
Winfield Associates
Ohio
$172K
NFG
236
Next Financial Group
Texas
$157K -$38.9K -360 -20%
AP
237
Atwood & Palmer
Missouri
$154K
PSC
238
Prentiss Smith & Co
Vermont
$154K
CFD
239
Creative Financial Designs
Indiana
$143K +$145K +1,341 New
RPG
240
Risk Paradigm Group
Texas
$140K -$705K -6,523 -83%
SPIA
241
Steward Partners Investment Advisory
New York
$122K +$125K +1,155 New
HCC
242
Hirtle Callaghan & Co
Pennsylvania
$121K
EWM
243
Evercore Wealth Management
New York
$117K
JIC
244
Joel Isaacson & Co
New York
$112K
KT
245
Kanaly Trust
Texas
$110K -$73.4K -679 -40%
SF
246
Synovus Financial
Georgia
$110K -$42.2K -390 -27%
HDIM
247
Hanson & Doremus Investment Management
Vermont
$109K +$111K +1,027 New
BCA
248
Bray Capital Advisors
Florida
$106K
LNB
249
Ledyard National Bank
$106K
JCM
250
Jacobi Capital Management
Pennsylvania
$105K +$10.9K +101 +11%