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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$4.29M +$330K +3,045 +8%
VFA
227
Voya Financial Advisors
Connecticut
$4.28M +$70.1K +646 +2%
SAS
228
Stelac Advisory Services
New York
$4.24M -$192K -1,772 -4%
SWP
229
ShoreHaven Wealth Partners
New Jersey
$4.22M -$435K -4,012 -9%
JIR
230
James Investment Research
Ohio
$4.18M -$460K -4,241 -10%
CA
231
CSM Advisors
Pennsylvania
$4.16M
NRA
232
NSI Retail Advisors
Pennsylvania
$4.16M
WI
233
WrapManager Inc
California
$4.16M +$47K +433 +1%
FPGK
234
Financial Partners Group (Kansas)
Kansas
$4.09M +$181K +1,671 +5%
IA
235
IndexIQ Advisors
New York
$4.08M +$1.58M +14,564 +63%
UFA
236
US Financial Advisors
Massachusetts
$4.05M -$83.1K -766 -2%
ASN
237
Advisory Services Network
Georgia
$4.04M +$2.21M +20,404 +120%
AA
238
Alesco Advisors
New York
$4M
SCA
239
Snowden Capital Advisors
New York
$3.96M -$1.28M -11,805 -24%
BWAM
240
Boyd Watterson Asset Management
Ohio
$3.92M -$624K -5,752 -14%
QFA
241
Quattro Financial Advisors
Texas
$3.9M -$12.5M -115,640 -76%
CS
242
Credit Suisse
Switzerland
$3.82M +$3.83M +35,300 New
SSWM
243
Smith Salley Wealth Management
North Carolina
$3.75M +$1.05M +9,645 +38%
T
244
TNF
Montana
$3.7M +$3.73M +34,383 New
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$3.69M +$225K +2,076 +6%
LWP
246
Lumature Wealth Partners
Georgia
$3.68M +$470K +4,330 +15%
ACM
247
Anfield Capital Management
California
$3.67M +$3.68M +33,919 New
WWM
248
WJ Wealth Management
Arizona
$3.61M +$3.62M +33,393 New
CI Investments Inc
249
CI Investments Inc
Ontario, Canada
$3.61M
MIAN
250
Mariner Independent Advisor Network
Kansas
$3.6M +$46K +424 +1%