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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
451
Prime Capital Investment Advisors
Kansas
$238K -$205K -1,854 -46%
WIC
452
Whitegate Investment Counselors
New Hampshire
$233K +$234K +2,115 New
SBH
453
Segall Bryant & Hamill
Illinois
$231K +$231K +2,088 New
WAS
454
Wealth Advisory Solutions
Indiana
$230K -$192K -1,738 -45%
PFG
455
Pacific Financial Group
Washington
$227K +$228K +2,058 New
PWM
456
Perigon Wealth Management
California
$226K -$3.87K -35 -2%
KF
457
Krilogy Financial
Missouri
$225K +$225K +2,034 New
BW
458
Bison Wealth
Georgia
$222K
CIA
459
Choate Investment Advisors
Massachusetts
$221K +$221K +2,003 New
WF
460
Welch & Forbes
Massachusetts
$219K +$219K +1,979 New
BB
461
Berkshire Bank
Massachusetts
$219K +$220K +1,987 New
WWM
462
Windsor Wealth Management
Indiana
$218K +$219K +1,980 New
LFA
463
Lighthouse Financial Advisors
Maryland
$216K -$14.8K -134 -6%
FAM
464
Formidable Asset Management
Ohio
$215K -$18.8K -170 -8%
CIAS
465
Capital Investment Advisory Services
North Carolina
$212K -$39.3K -355 -16%
JCM
466
Jag Capital Management
Missouri
$212K +$213K +1,923 New
AWM
467
Altium Wealth Management
New York
$209K +$210K +1,896 New
SWM
468
Sugarloaf Wealth Management
Georgia
$208K +$995 +9 +0.5%
GWM
469
Greenwich Wealth Management
Connecticut
$202K
MWM
470
McNaughton Wealth Management
California
$201K -$36.6K -331 -15%
AWA
471
Artemis Wealth Advisors
New York
$199K -$262K -2,373 -57%
CFB
472
Cullen/Frost Bankers
Texas
$190K
Kayne Anderson Rudnick Investment Management
473
Kayne Anderson Rudnick Investment Management
California
$176K +$995 +9 +0.6%
HCP
474
Hexagon Capital Partners
Arkansas
$175K +$177K +1,597 New
FHA
475
Flagship Harbor Advisors
Massachusetts
$173K -$226K -2,042 -56%