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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
251
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$20.4K +190 +47%
SFSIG
252
San Francisco Sentry Investment Group
California
$64K +$34.3K +320 +113%
TF
253
Tompkins Financial
New York
$62K – – –
AC
254
Alexandria Capital
Virginia
$55K – – –
VC
255
Vestor Capital
Illinois
$55K – – –
AIM
256
Anchor Investment Management
South Carolina
$51.4K – – –
KTC
257
Kistler-Tiffany Companies
Pennsylvania
$48K +$48.2K +450 New
AIM
258
Advantage Investment Management
Iowa
$47K +$13.1K +122 +39%
BCI
259
Brinker Capital Investments
Pennsylvania
$47K +$47.5K +443 New
VCM
260
Vigilant Capital Management
Maine
$43K – – –
WAM
261
Wealthspire Advisors (Maryland)
Maryland
$43K – – –
AIP
262
Ameritas Investment Partners
Nebraska
$43K +$16.5K +154 +60%
AF
263
Allworth Financial
California
$40K +$36.4K +340 +919%
BRC
264
Bell Rock Capital
Delaware
$35K – – –
WA
265
Winfield Associates
Ohio
$32K – – –
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.5K – – –
TFO
267
Tarbox Family Office
California
$29K +$214 +2 +0.8%
DOA
268
D'Orazio & Associates
Virginia
$25K – – –
AIS
269
AlphaOne Investment Services
Pennsylvania
$25K +$25.4K +237 New
NFG
270
Next Financial Group
Texas
$21K – – –
RCA
271
Rowland Carmichael Advisors
Arizona
$21K – – –
AFNAS
272
American Financial Network Advisory Services
California
$20K +$19.8K +185 New
OIA
273
OneDigital Investment Advisors
Kansas
$19K -$41K -383 -68%
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
SSB
275
Sandy Spring Bank
Maryland
$17K – – –