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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$163K +$40.7K +383 +33%
CFD
227
Creative Financial Designs
Indiana
$155K +$12.1K +114 +9%
PSC
228
Prentiss Smith & Co
Vermont
$154K
SAM
229
Solaris Asset Management
New York
$135K -$220K -2,070 -62%
RCA
230
Rowland Carmichael Advisors
Arizona
$124K +$103K +968 +502%
HCC
231
Hirtle Callaghan & Co
Pennsylvania
$121K
EWM
232
Evercore Wealth Management
New York
$117K
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$115K -$62.6K -589 -35%
RPG
234
Risk Paradigm Group
Texas
$113K -$26.5K -249 -19%
SF
235
Synovus Financial
Georgia
$110K
BCA
236
Bray Capital Advisors
Florida
$106K
JCM
237
Jacobi Capital Management
Pennsylvania
$105K
Citigroup
238
Citigroup
New York
$105K +$24.6K +231 +30%
HDIM
239
Hanson & Doremus Investment Management
Vermont
$100K -$9.35K -88 -9%
MFW
240
Mosaic Family Wealth
Missouri
$98K
PFBT
241
Parkside Financial Bank & Trust
Missouri
$98K
WTC
242
WhitTier Trust Company
Nevada
$98K
RFM
243
Royal Fund Management
Florida
$83K -$280K -2,638 -77%
PSUF
244
People's United Financial
Connecticut
$76K +$11.8K +111 +18%
WB
245
Webster Bank
Connecticut
$68K +$67.6K +636 New
AIP
246
Ameritas Investment Partners
Nebraska
$67K +$67.6K +636 New
AIM
247
Advantage Investment Management
Iowa
$63K
TF
248
Tompkins Financial
New York
$61K
ECM
249
Exchange Capital Management
Michigan
$58K -$744 -7 -1%
AC
250
Alexandria Capital
Virginia
$58K