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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
551
Trilogy Capital
California
$246K +$246K +2,238 New
PCIA
552
Prime Capital Investment Advisors
Kansas
$245K +$7.71K +70 +3%
FAIM
553
Financial Advocates Investment Management
Washington
$245K +$241K +2,192 New
PIA
554
Perennial Investment Advisors
California
$245K +$245K +2,229 New
IA
555
IFG Advisory
Georgia
$237K +$237K +2,153 New
MSFS
556
Main Street Financial Solutions
Pennsylvania
$236K +$236K +2,139 New
GIA
557
Goodwin Investment Advisory
Georgia
$235K +$235K +2,137 New
MGIA
558
Moneta Group Investment Advisors
Missouri
$234K +$234K +2,125 New
WIC
559
Whitegate Investment Counselors
New Hampshire
$233K
BFA
560
Beacon Financial Advisory
Ohio
$233K +$234K +2,125 New
AWM
561
Alterna Wealth Management
Texas
$228K +$228K +2,068 New
CIBC World Market
562
CIBC World Market
Ontario, Canada
$228K +$228K +2,069 New
BAM
563
Barrett Asset Management
New York
$226K +$88.1K +800 +64%
D
564
Diversified
Delaware
$225K +$226K +2,048 New
LFA
565
Lighthouse Financial Advisors
Maryland
$220K +$4.29K +39 +2%
AA
566
Ancora Advisors
Ohio
$220K +$217K +1,969 +5,469%
CFAM
567
Center For Asset Management
Florida
$220K +$220K +1,998 New
Jones Financial Companies
568
Jones Financial Companies
Missouri
$220K +$220K +2,000 New
CCA
569
Catalyst Capital Advisors
New York
$219K -$135K -1,230 -38%
BWM
570
Birchcreek Wealth Management
Ohio
$219K +$219K +1,992 New
AWA
571
Artemis Wealth Advisors
New York
$217K +$17.8K +162 +9%
EIP
572
Ellis Investment Partners
Pennsylvania
$216K +$102K +928 +90%
CFG
573
Citizens Financial Group
Rhode Island
$216K +$216K +1,958 New
PCA
574
Personal Capital Advisors
California
$216K +$216K +1,961 New
GWM
575
Greenwich Wealth Management
Connecticut
$215K +$13.3K +121 +7%