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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
701
Bigelow Investment Advisors
Maine
– -$1.2M -11,120 Closed
P
702
Palladiem
Pennsylvania
– -$1.1M -10,136 Closed
HBWM
703
Hollow Brook Wealth Management
New York
– -$584K -5,399 Closed
FCCM
704
First City Capital Management
Georgia
– -$459K -4,235 Closed
LFAS
705
Level Four Advisory Services
Texas
– -$371K -3,429 Closed
OWP
706
Obermeyer Wealth Partners
Colorado
– -$369K -3,407 Closed
VWA
707
Visionary Wealth Advisors
Illinois
– -$326K -3,012 Closed
PFA
708
Pure Financial Advisors
California
– -$319K -2,952 Closed
CCA
709
Clearwater Capital Advisors
Illinois
– -$301K -2,780 Closed
M&T Bank
710
M&T Bank
New York
– -$287K -2,652 Closed
VWA
711
V Wealth Advisors
Kansas
– -$285K -2,634 Closed
PCA
712
Personal Capital Advisors
California
– -$284K -2,625 Closed
W
713
WealthOne
New York
– -$269K -2,486 Closed
WHG
714
Westwood Holdings Group
Texas
– -$260K -2,408 Closed
FWIA
715
Fort Washington Investment Advisors
Ohio
– -$260K -2,400 Closed
CG
716
Colony Group
Massachusetts
– -$253K -2,335 Closed
CC
717
Claybrook Capital
Massachusetts
– -$239K -2,205 Closed
JCM
718
Jag Capital Management
Missouri
– -$225K -2,076 Closed
ODIJL
719
One Day In July LLC
Vermont
– -$224K -2,071 Closed
LJAC
720
L.J. Altfest & Co
New York
– -$213K -1,965 Closed
APP
721
Avantax Planning Partners
Iowa
– -$202K -1,868 Closed
FFA
722
First Foundation Advisors
California
– -$201K -1,855 Closed
GSEP
723
Golden State Equity Partners
California
– -$200K -1,850 Closed
PGWM
724
Parisi Gray Wealth Management
New Jersey
– -$186K -1,722 Closed
TRCT
725
Tower Research Capital (TRC)
New York
– -$173K -1,598 Closed