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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
776
Collaborative Wealth Management
Florida
$202K -$14.3K -154 -7%
PFWA
777
Paces Ferry Wealth Advisors
Georgia
$201K +$204K +2,189 New
SIS
778
Sound Income Strategies
Florida
$189K -$11.5K -123 -6%
PA
779
PSI Advisors
Florida
$189K +$116K +1,244 +153%
RFS
780
Richardson Financial Services
Massachusetts
$188K -$41.9K -450 -18%
IBOK
781
Independence Bank of Kentucky
Kentucky
$182K +$129K +1,387 +234%
NG
782
Novem Group
New York
$181K +$184K +1,979 New
EC
783
Elequin Capital
New York
$179K +$182K +1,954 New
Deutsche Bank
784
Deutsche Bank
Germany
$175K – – –
WSFS
785
Wilmington Savings Fund Society
Delaware
$172K +$59K +634 +51%
Kayne Anderson Rudnick Investment Management
786
Kayne Anderson Rudnick Investment Management
California
$163K +$2.14K +23 +1%
CT
787
Caldwell Trust
Florida
$161K +$164K +1,760 New
CT
788
Colonial Trust
South Carolina
$161K -$2.7K -29 -2%
HI
789
Horizon Investments
North Carolina
$160K -$134K -1,439 -45%
PWMG
790
Prestige Wealth Management Group
New Jersey
$160K – – –
CIA
791
Cape Investment Advisory
Georgia
$159K -$279 -3 -0.2%
Fifth Third Bancorp
792
Fifth Third Bancorp
Ohio
$150K +$111K +1,195 +273%
FW
793
Fairway Wealth
Ohio
$144K +$146K +1,570 New
RWM
794
Rialto Wealth Management
New York
$136K +$138K +1,486 New
S
795
SignatureFD
Georgia
$135K +$3.91K +42 +3%
SS
796
Sunbelt Securities
Texas
$129K -$34.6K -372 -21%
CIAS
797
Capital Investment Advisory Services
North Carolina
$128K +$84.4K +906 +183%
T
798
Tidemark
California
$127K -$17.4K -187 -12%
BF
799
BOK Financial
Oklahoma
$121K -$918K -9,862 -88%
WA
800
WPG Advisers
Maryland
$120K +$122K +1,311 New