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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$1.66M +$279K +3,019 +20%
SFA
402
Sequoia Financial Advisors
Ohio
$1.66M -$101K -1,097 -6%
AR
403
Advisory Research
Illinois
$1.62M
SWM
404
Scissortail Wealth Management
Oklahoma
$1.6M +$1.6M +17,345 New
CWM
405
CIBC World Markets
New York
$1.59M +$1.6M +17,252 New
AC
406
Annandale Capital
Texas
$1.59M
WP
407
WealthPLAN Partners
Nebraska
$1.59M +$76.5K +827 +5%
DG
408
DMC Group
Alabama
$1.57M +$64.2K +694 +4%
RSWM
409
Robertson Stephens Wealth Management
California
$1.52M +$27.8K +301 +2%
GWP
410
Gateway Wealth Partners
Wisconsin
$1.51M -$30.6K -331 -2%
SPC
411
Sigma Planning Corp
Michigan
$1.49M +$1.07M +11,521 +249%
FNB
412
Farmers National Bank
Kentucky
$1.49M
DFG
413
Delphi Financial Group
Delaware
$1.43M -$462K -5,000 -24%
DADC
414
D.A. Davidson & Co
Montana
$1.43M +$299K +3,235 +26%
OC
415
Oppenheimer & Co
New York
$1.42M +$180K +1,944 +15%
DWT
416
Dorsey & Whitney Trust
South Dakota
$1.42M -$10.5K -113 -0.7%
HCP
417
Hexagon Capital Partners
Arkansas
$1.41M +$418K +4,515 +42%
Jones Financial Companies
418
Jones Financial Companies
Missouri
$1.41M +$216K +2,334 +18%
QPWM
419
Quadrant Private Wealth Management
Pennsylvania
$1.4M +$5K +54 +0.4%
SAS
420
Stelac Advisory Services
New York
$1.4M +$313K +3,383 +29%
LBC
421
Lowe Brockenbrough & Co
Virginia
$1.39M -$180K -1,945 -11%
RF
422
RHS Financial
California
$1.36M +$26.5K +286 +2%
VWM
423
Venturi Wealth Management
Texas
$1.36M +$33.9K +367 +3%
RIM
424
Redwood Investment Management
Arizona
$1.36M +$70.1K +758 +5%
LA
425
Lane & Associates
New Jersey
$1.35M -$298K -3,222 -18%