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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
726
Beirne Wealth Consulting Services
Connecticut
– -$313K -2,844 Closed
EL
727
EQ LLC
Washington
– -$309K -2,810 Closed
WP
728
WealthPLAN Partners
Nebraska
– -$296K -2,686 Closed
JFS
729
JD Financial Services
Pennsylvania
– -$293K -2,660 Closed
WA
730
Wealth Alliance
New York
– -$268K -2,430 Closed
CG
731
Colony Group
Massachusetts
– -$259K -2,348 Closed
PIA
732
Perennial Investment Advisors
California
– -$245K -2,229 Closed
CIBC World Market
733
CIBC World Market
Ontario, Canada
– -$228K -2,069 Closed
D
734
Diversified
Delaware
– -$225K -2,048 Closed
CFAM
735
Center For Asset Management
Florida
– -$220K -1,998 Closed
BWM
736
Birchcreek Wealth Management
Ohio
– -$219K -1,992 Closed
CFG
737
Citizens Financial Group
Rhode Island
– -$216K -1,958 Closed
APP
738
Avantax Planning Partners
Iowa
– -$206K -1,869 Closed
RFC
739
Regions Financial Corp
Alabama
– -$200K -1,822 Closed
MWM
740
McNaughton Wealth Management
California
– -$200K -1,819 Closed
PR
741
Payden & Rygel
California
– -$156K -1,419 Closed
CAL
742
Capital Advisors Ltd
Ohio
– -$72K -652 Closed
HWA
743
HCR Wealth Advisors
California
– -$62K -559 Closed
IFAM
744
Institutional & Family Asset Management
Colorado
– -$47K -430 Closed
KCM
745
Kathmere Capital Management
Pennsylvania
– -$44K -396 Closed
ICP
746
Interchange Capital Partners
Pennsylvania
– -$30K -279 Closed
SIAG
747
Safeguard Investment Advisory Group
California
– -$25K -236 Closed
FPCG
748
Fort Pitt Capital Group
Pennsylvania
– -$24K -217 Closed
MIM
749
Merrion Investment Management
New Jersey
– -$21K -192 Closed
LFG
750
Larson Financial Group
Missouri
– -$20K -185 Closed