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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
226
Sequoia Financial Advisors
Ohio
$238K +$13.9K +133 +6%
GAM
227
Gould Asset Management
California
$230K +$33K +315 +17%
EWM
228
Evercore Wealth Management
New York
$229K
BFPW
229
BOK Financial Private Wealth
Colorado
$228K
CFD
230
Creative Financial Designs
Indiana
$228K
DC
231
Davenport & Co
Virginia
$227K -$7.87K -75 -3%
TFA
232
Transamerica Financial Advisors
Florida
$222K -$78.1K -745 -26%
OC
233
Oakworth Capital
Alabama
$221K
VCA
234
Verdence Capital Advisors
Maryland
$221K +$221K +2,111 New
TTWM
235
TCV Trust & Wealth Management
Virginia
$217K +$218K +2,077 New
KWA
236
KCS Wealth Advisory
California
$212K -$424K -4,043 -67%
OC
237
Oppenheimer & Co
New York
$212K +$212K +2,022 New
SAM
238
Shamrock Asset Management
Texas
$209K +$204K +1,947 +2,346%
Mirae Asset Global Investments
239
Mirae Asset Global Investments
South Korea
$209K +$210K +2,000 New
CIAS
240
Capital Investment Advisory Services
North Carolina
$202K -$117K -1,119 -37%
FHA
241
Flagship Harbor Advisors
Massachusetts
$202K -$10.6K -101 -5%
CCM
242
Covington Capital Management
California
$200K -$40.1K -382 -17%
ACS
243
Archford Capital Strategies
Illinois
$181K +$178K +1,696 New
AF
244
Advisornet Financial
Minnesota
$177K +$129K +1,229 +267%
Citigroup
245
Citigroup
New York
$175K -$301K -2,867 -63%
GCM
246
Gables Capital Management
Florida
$167K +$168K +1,600 New
PSC
247
Prentiss Smith & Co
Vermont
$152K
MAM
248
Meeder Asset Management
Ohio
$132K +$10.1K +96 +8%
APP
249
Avantax Planning Partners
Iowa
$126K +$126K +1,206 New
BAM
250
Barrett Asset Management
New York
$123K -$23.6K -225 -16%