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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
26
Gradient Investments
Minnesota
$28.8M +$2.73M +24,971 +11%
ECM
27
ETrade Capital Management
Virginia
$28.2M +$2.79M +25,493 +11%
LG
28
Leuthold Group
Minnesota
$27.8M -$1.05M -9,588 -4%
KC
29
Kepos Capital
New York
$25.8M -$1.29M -11,800 -5%
Lazard Asset Management
30
Lazard Asset Management
New York
$22.6M
JIR
31
James Investment Research
Ohio
$19.4M +$253K +2,309 +1%
HTC
32
Haverford Trust Company
Pennsylvania
$18.9M +$478K +4,365 +3%
FAAS
33
First Allied Advisory Services
California
$18.4M -$2.19M -20,016 -11%
HFA
34
High Falls Advisors
New York
$17.7M +$1.16M +10,591 +7%
SWP
35
Stratos Wealth Partners
Ohio
$16.2M +$3.62M +33,094 +29%
DIP
36
DT Investment Partners
Pennsylvania
$15.5M +$719K +6,566 +5%
IA
37
IndexIQ Advisors
New York
$14.8M +$14.7M +134,153 New
Goldman Sachs
38
Goldman Sachs
New York
$14.2M -$1.5M -13,710 -10%
DJSG
39
D.J. St. Germain
Massachusetts
$13.4M +$3.17M +28,942 +31%
QI
40
QS Investors
New York
$13.2M +$7.52M +68,702 +133%
First Trust Advisors
41
First Trust Advisors
Illinois
$12.7M -$504K -4,610 -4%
CCA
42
Checchi Capital Advisers
California
$12.6M +$526K +4,811 +4%
FWM
43
Frontier Wealth Management
Missouri
$12.1M -$1.98M -18,118 -14%
AIM
44
Acropolis Investment Management
Missouri
$11.9M -$6.35M -58,049 -35%
MSA
45
Mason Street Advisors
Wisconsin
$11.7M +$286K +2,615 +3%
CIA
46
Capital Investment Advisors
Georgia
$11.1M +$5.75M +52,582 +110%
Prudential Financial
47
Prudential Financial
New Jersey
$10.4M -$7.93M -72,500 -43%
ERIM
48
Eagle Ridge Investment Management
Connecticut
$10.3M -$159K -1,455 -2%
UCFA
49
United Capital Financial Advisors
Texas
$10.2M -$834K -7,622 -8%
VFA
50
Voya Financial Advisors
Connecticut
$10.2M +$739K +6,754 +8%