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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
401
Strategic Blueprint
Georgia
$929K -$59.8K -546 -6%
TC
402
Telemus Capital
Michigan
$928K -$72.4K -661 -7%
RPWA
403
Regent Peak Wealth Advisors
Georgia
$898K -$18.4K -168 -2%
SMG
404
Spectrum Management Group
Indiana
$884K -$2.85M -26,058 -76%
LCH
405
Lee Capital Holdings
New York
$872K +$881K +8,040 New
CWM
406
Cornerstone Wealth Management
Missouri
$869K -$600K -5,479 -41%
1WA
407
180 Wealth Advisors
Washington
$866K -$190K -1,737 -18%
SF
408
Synovus Financial
Georgia
$847K -$11M -100,456 -93%
SIA
409
Strategic Investment Advisors
Michigan
$843K -$576K -5,259 -40%
FIM
410
Freedom Investment Management
Connecticut
$842K +$63.5K +580 +8%
CC
411
Cypress Capital
Tennessee
$841K -$25.1K -229 -3%
FAIM
412
Financial Advocates Investment Management
Washington
$833K +$601K +5,491 +251%
CS
413
Credit Suisse
Switzerland
$832K -$29.7M -271,195 -97%
MAM
414
Meeder Asset Management
Ohio
$812K +$136K +1,239 +20%
Goldman Sachs
415
Goldman Sachs
New York
$798K -$5.69M -51,907 -88%
WI
416
Wintrust Investments
Illinois
$796K +$804K +7,344 New
SFP
417
Shepherd Financial Partners
Massachusetts
$793K -$149K -1,363 -16%
FNC
418
First National Corp
Massachusetts
$790K -$494K -4,512 -38%
IFG
419
Independent Financial Group
California
$781K -$4.49K -41 -0.6%
AF
420
Allworth Financial
California
$781K +$74K +676 +10%
GIA
421
Gladstone Institutional Advisory
Florida
$774K +$522K +4,768 +201%
BEI
422
Benjamin Edwards Inc
Missouri
$766K +$284K +2,596 +58%
ACP
423
Aveo Capital Partners
Colorado
$749K +$757K +6,907 New
WA
424
Winfield Associates
Ohio
$736K
BTWM
425
Baker Tilly Wealth Management
Wisconsin
$734K +$196K +1,789 +36%