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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
401
Sheets Smith Wealth Management
North Carolina
$228K +$228K +2,112 New
IA
402
IFG Advisory
Georgia
$227K +$227K +2,101 New
CCM
403
Covington Capital Management
California
$219K
PFS
404
Prospera Financial Services
Texas
$217K -$27.2K -252 -11%
Fiera Capital (Canada)
405
Fiera Capital (Canada)
Quebec, Canada
$216K
MC
406
Moors & Cabot
Massachusetts
$214K -$31.2K -289 -13%
SFG
407
SevenBridge Financial Group
Pennsylvania
$213K +$213K +1,971 New
MWM
408
MBE Wealth Management
Wisconsin
$208K +$208K +1,925 New
CAG
409
Crestwood Advisors Group
Massachusetts
$206K +$206K +1,907 New
APP
410
Avantax Planning Partners
Iowa
$201K -$32.7K -303 -14%
William Blair & Company
411
William Blair & Company
Illinois
$200K -$82.5K -764 -29%
SWA
412
Stratos Wealth Advisors
Ohio
$200K +$200K +1,849 New
ACM
413
Anfield Capital Management
California
$198K +$197K +1,824 New
BBA
414
Braun-Bostich & Associates
Pennsylvania
$197K +$197K +1,824 New
FHA
415
Flagship Harbor Advisors
Massachusetts
$186K
CF
416
Centaurus Financial
California
$177K -$78.6K -728 -31%
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$175K +$175K +1,616 New
CFA
418
Carroll Financial Associates
North Carolina
$172K -$34.5K -319 -17%
Kayne Anderson Rudnick Investment Management
419
Kayne Anderson Rudnick Investment Management
California
$169K +$1.3K +12 +0.8%
FA
420
Financial Advantage
Maryland
$159K -$3.24K -30 -2%
SFC
421
SYM Financial Corp
Indiana
$158K +$158K +1,459 New
DI
422
Disciplined Investments
Oklahoma
$135K +$135K +1,248 New
SAS
423
Stelac Advisory Services
New York
$119K +$119K +1,100 New
APA
424
American Portfolios Advisors
New York
$110K -$218K -2,015 -66%
FGAM
425
Financial Gravity Asset Management
Texas
$109K -$3.35K -31 -23%