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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
476
LifePlan Investment Advisors
North Carolina
$1.1M +$121K +1,279 +13%
CCM
477
Coldstream Capital Management
Washington
$1.1M -$4.25K -45 -0.4%
MC
478
Moors & Cabot
Massachusetts
$1.09M -$19.8K -209 -2%
GSEP
479
Golden State Equity Partners
California
$1.09M -$729K -7,716 -40%
MG
480
Mather Group
Illinois
$1.08M -$6.78M -71,784 -86%
BF
481
BOK Financial
Oklahoma
$1.07M +$330K +3,495 +45%
HIM
482
Hanlon Investment Management
New Jersey
$1.06M +$193K +2,037 +23%
MFG
483
Magnus Financial Group
New York
$1.06M +$369K +3,904 +55%
MCC
484
Maiden Cove Capital
Maine
$1.05M -$183K -1,939 -15%
CF
485
Centaurus Financial
California
$1.05M +$646K +6,838 +167%
GWP
486
Gen-Wealth Partners
Michigan
$1.04M -$104K -1,104 -9%
CCFM
487
Clear Creek Financial Management
Washington
$1.03M +$115K +1,214 +13%
HSBC Holdings
488
HSBC Holdings
United Kingdom
$1.03M -$1.14M -12,042 -53%
FCP
489
Fidelis Capital Partners
Florida
$1.03M +$155K +1,642 +17%
FT
490
Fiduciary Trust
Massachusetts
$1.03M +$344K +3,635 +51%
AWA
491
Arete Wealth Advisors
Illinois
$1.01M -$221K -2,336 -18%
D
492
Diversified
Delaware
$1.01M -$9.26K -98 -0.9%
DE
493
Diversified Enterprises
Delaware
$1.01M +$994K +10,513 New
VPP
494
Vertex Planning Partners
Illinois
$1.01M +$77.6K +821 +8%
Qube Research & Technologies (QRT)
495
Qube Research & Technologies (QRT)
United Kingdom
$999K +$295K +3,117 +43%
AAP
496
Arax Advisory Partners
Colorado
$997K -$103K -1,091 -9%
CPL
497
CAP Partners LLC
Tennessee
$982K +$16.1K +170 +2%
IDBONY
498
Israel Discount Bank of New York
New York
$966K -$650K -6,872 -41%
Point72 Asset Management
499
Point72 Asset Management
Connecticut
$958K +$945K +10,000 New
BAM
500
BOS Asset Management
Illinois
$948K +$252K +2,668 +37%