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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
726
Blalock Williams
Alabama
$252K -$44.1K -477 -15%
MHC
727
May Hill Capital
Massachusetts
$249K +$246K +2,658 New
PWMG
728
Pinnacle Wealth Management Group
Michigan
$244K -$217K -2,342 -47%
CIA
729
Cape Investment Advisory
Georgia
$243K +$79.7K +862 +50%
SWA
730
Stratos Wealth Advisors
Ohio
$242K -$13M -140,410 -98%
LA
731
LVW Advisors
New York
$242K -$6.75M -72,997 -97%
WA
732
Waverly Advisors
Alabama
$241K -$23.3K -252 -9%
HIM
733
Hillsdale Investment Management
Ontario, Canada
$239K +$236K +2,550 New
NFG
734
Nations Financial Group
Iowa
$238K
TWA
735
Talisman Wealth Advisors
New Jersey
$238K -$38.6K -417 -14%
Empower Advisory Group
736
Empower Advisory Group
Colorado
$236K +$233K +2,514 New
VA
737
Vident Advisory
Georgia
$235K
FEM
738
Fulcrum Equity Management
Texas
$235K -$87K -941 -27%
RCS
739
Retirement Capital Strategies
California
$235K +$232K +2,504 New
ESB
740
Essex Savings Bank
Connecticut
$233K +$230K +2,489 New
GFP
741
Gryphon Financial Partners
Ohio
$233K +$230K +2,487 New
EBT
742
Enterprise Bank & Trust
Massachusetts
$233K
LFG
743
Larson Financial Group
Missouri
$232K -$193K -2,088 -46%
DI
744
Disciplined Investors
Texas
$232K -$1.76K -19 -0.8%
CWM
745
Connecticut Wealth Management
Connecticut
$231K +$228K +2,465 New
PRS
746
Pinkerton Retirement Specialists
Idaho
$231K +$228K +2,461 New
YIM
747
Yoffe Investment Management
Pennsylvania
$231K
CTA
748
Chesley Taft & Associates
Illinois
$229K -$53.6K -580 -19%
EWA
749
Exencial Wealth Advisors
Oklahoma
$229K -$12.1K -131 -5%
WHG
750
Westwood Holdings Group
Texas
$228K -$1.76K -19 -0.8%