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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
526
SeaBridge Investment Advisors
New Jersey
$265K +$266K +2,714 New
AA
527
Ancora Advisors
Ohio
$262K +$225K +2,294 +585%
CWM
528
Cornerstone Wealth Management
Missouri
$258K -$55.4K -565 -18%
IFG
529
Independent Financial Group
California
$258K -$29.4K -300 -10%
BFG
530
Barber Financial Group
Kansas
$256K +$258K +2,627 New
CRC
531
Curi RMB Capital
Illinois
$255K -$49.3K -503 -16%
KFGK
532
Keystone Financial Group (Kentucky)
Kentucky
$255K
MW
533
Milestone Wealth
New York
$252K +$106K +1,080 +72%
SC
534
Solstein Capital
California
$251K +$252K +2,571 New
SFP
535
Shepherd Financial Partners
Massachusetts
$250K -$114K -1,160 -31%
IA
536
IFG Advisory
Georgia
$249K -$109K -1,109 -30%
PWMG
537
Prestige Wealth Management Group
New Jersey
$249K
CT
538
Cambridge Trust
Massachusetts
$248K -$96.8K -987 -28%
SAM
539
Summit Asset Management
Tennessee
$248K -$70.5K -719 -22%
PCG
540
Private Capital Group
Connecticut
$245K -$204K -2,076 -45%
BTWM
541
Baker Tilly Wealth Management
Wisconsin
$244K -$87K -887 -26%
HCP
542
Hexagon Capital Partners
Arkansas
$244K +$46.5K +474 +23%
SSWM
543
Smith Salley Wealth Management
North Carolina
$242K -$4.3M -43,837 -95%
EBT
544
Enterprise Bank & Trust
Massachusetts
$242K
WF
545
Welch & Forbes
Massachusetts
$242K
Fifth Third Bancorp
546
Fifth Third Bancorp
Ohio
$241K +$74.8K +763 +45%
FAT
547
First American Trust
California
$240K +$242K +2,466 New
JAG
548
Journey Advisory Group
Kentucky
$232K -$83.9K -855 -27%
NAMM
549
NorthStar Asset Management (Massachusetts)
Massachusetts
$231K
TWM
550
Trinity Wealth Management
Pennsylvania
$230K +$3.24K +33 +1%