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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
401
IMA Advisory Services
Colorado
$310K
DLHL
402
Donald L. Hagan LLC
Florida
$310K +$37.4K +338 +14%
SG
403
StoneX Group
New York
$308K -$17.7K -160 -5%
LTI
404
Laffer Tengler Investments
Tennessee
$305K -$123K -1,112 -29%
GVAG
405
Great Valley Advisor Group
Delaware
$304K +$23.9K +216 +9%
BF
406
BOK Financial
Oklahoma
$299K +$299K +2,698 New
PAMG
407
Patton Albertson Miller Group
Tennessee
$293K -$367K -3,313 -56%
TSS
408
Two Sigma Securities
New York
$291K +$291K +2,630 New
KFGK
409
Keystone Financial Group (Kentucky)
Kentucky
$289K +$289K +2,609 New
CAM
410
Cidel Asset Management
Ontario, Canada
$288K
PFA
411
Pettinga Financial Advisors
Indiana
$285K +$84.6K +764 +42%
M&T Bank
412
M&T Bank
New York
$282K -$126K -1,142 -31%
CG
413
Colony Group
Massachusetts
$281K -$106K -958 -27%
GIA
414
Gladstone Institutional Advisory
Florida
$279K -$391K -3,535 -58%
CBFP
415
Cedar Brook Financial Partners
Ohio
$277K -$77.3K -698 -22%
EIG
416
Ellenbecker Investment Group
Wisconsin
$272K +$26.2K +237 +11%
TPA
417
Trivium Point Advisory
Connecticut
$272K +$272K +2,458 New
IF
418
Intrua Financial
Texas
$269K +$269K +2,434 New
FWIA
419
Fort Washington Investment Advisors
Ohio
$266K +$266K +2,400 New
TNA
420
True North Advisors
Texas
$264K +$265K +2,392 New
RA
421
RFG Advisory
Alabama
$262K -$1.34M -12,133 -84%
EBT
422
Enterprise Bank & Trust
Massachusetts
$262K
LWA
423
Lineweaver Wealth Advisors
Ohio
$259K -$3.25M -29,392 -93%
FCA
424
FLC Capital Advisors
California
$259K -$155K -1,399 -37%
SSWM
425
Sheets Smith Wealth Management
North Carolina
$258K -$3.43K -31 -1%