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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
551
Jeppson Wealth Management
California
$8K +$8.29K +75 New
CFO
552
CVA Family Office
Colorado
$7K – – –
WCAMG
553
Woodard & Company Asset Management Group
North Carolina
$7K +$7.19K +65 New
VFA
554
Valeo Financial Advisors
Indiana
$6K -$26.2K -237 -81%
PFGIA
555
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$10.8K -98 -69%
RIM
556
Rockbridge Investment Management
New York
$5K – – –
M
557
MOTCO
Texas
$5K +$5.2K +47 New
AA
558
Ancora Advisors
Ohio
$4K – – –
ETI
559
Enterprise Trust & Investment
California
$4K – – –
HWA
560
HHM Wealth Advisors
Tennessee
$4K – – –
FA
561
Faithward Advisors
Pennsylvania
$4K +$4.31K +39 New
First Manhattan
562
First Manhattan
New York
$3K – – –
IF
563
Ironwood Financial
Arizona
$3K – – –
JFA
564
JNBA Financial Advisors
Minnesota
$3K – – –
NL
565
NVWM LLC
Pennsylvania
$3K +$2.77K +25 New
BL
566
Balentine LLC
Georgia
$3K +$3.43K +31 New
CFN
567
Cordasco Financial Network
Florida
$2K – – –
BFC
568
Bedel Financial Consulting
Indiana
$2K +$111 +1 +5%
WT
569
Washington Trust
Rhode Island
$2K +$2.43K +22 New
GWMIA
570
Global Wealth Management Investment Advisory
Florida
$1K -$3.1K -28 -80%
FGA
571
Fortis Group Advisors
New Jersey
$1K +$1.55K +14 New
Qube Research & Technologies (QRT)
572
Qube Research & Technologies (QRT)
United Kingdom
– -$145M -1,311,710 Closed
PWS
573
Paragon Wealth Strategies
Florida
– -$16.2M -146,683 Closed
CIM
574
Cambria Investment Management
California
– -$7.43M -67,114 Closed
YMRC
575
Yorktown Management & Research Company
Virginia
– -$5.01M -45,300 Closed