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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Chesapeake Wealth Management
Virginia
$781K -$12.1K -112 -2%
WI
252
WrapManager Inc
California
$775K +$78.4K +727 +11%
I
253
INVST
Indiana
$763K +$762K +7,060 New
DAS
254
Dynamic Advisor Solutions
Arizona
$752K +$231K +2,145 +45%
FHC
255
First Heartland Consultants
Missouri
$734K +$384K +3,554 +110%
SAM
256
Shamrock Asset Management
Texas
$732K +$180K +1,670 +33%
KM
257
Kalos Management
Georgia
$713K -$39K -361 -5%
Creative Planning
258
Creative Planning
Kansas
$713K +$19.7K +183 +3%
WWM
259
Western Wealth Management
Colorado
$701K +$135K +1,255 +24%
KWM
260
Kingsview Wealth Management
Oregon
$700K +$245K +2,271 +54%
VC
261
Vicus Capital
Pennsylvania
$699K +$697K +6,455 New
SG Americas Securities
262
SG Americas Securities
New York
$697K +$694K +6,432 New
GWM
263
Geneos Wealth Management
Colorado
$680K +$94.8K +879 +16%
BF
264
BOK Financial
Oklahoma
$673K -$153K -1,422 -19%
FCA
265
FinTrust Capital Advisors
South Carolina
$673K -$8.85K -82 -1%
JCM
266
Jacobi Capital Management
Pennsylvania
$660K +$13.5K +125 +2%
LW
267
Linscomb Wealth
Texas
$650K
MG
268
Mather Group
Illinois
$646K +$643K +5,960 New
WWM
269
WT Wealth Management
Arizona
$646K +$645K +5,974 New
ACP
270
Aveo Capital Partners
Colorado
$645K +$210K +1,942 +48%
PCG
271
Private Capital Group
Connecticut
$642K +$626K +5,802 +4,795%
W
272
WealthOne
New York
$640K -$50.3K -466 -7%
MA
273
Mutual Advisors
Nebraska
$640K +$133K +1,232 +26%
CCG
274
Cypress Capital Group
Florida
$626K -$547K -5,070 -47%
IP
275
Intellectus Partners
California
$601K +$216 +2 +0%