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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFC
776
Regions Financial Corp
Alabama
$203K +$200K +2,166 New
UAG
777
United Advisor Group
Ohio
$202K -$151K -1,633 -43%
TA
778
TrueWealth Advisors
Alabama
$200K -$251K -2,715 -56%
SOS
779
Silver Oak Securities
Tennessee
$197K +$194K +2,100 New
RP
780
Rice Partnership
Hawaii
$183K -$36K -389 -17%
IBOK
781
Independence Bank of Kentucky
Kentucky
$179K -$6.84K -74 -4%
Deutsche Bank
782
Deutsche Bank
Germany
$179K – – –
Kayne Anderson Rudnick Investment Management
783
Kayne Anderson Rudnick Investment Management
California
$168K +$1.2K +13 +0.7%
RWM
784
Rialto Wealth Management
New York
$165K +$25K +270 +18%
PWMG
785
Prestige Wealth Management Group
New Jersey
$164K – – –
RFS
786
Richardson Financial Services
Massachusetts
$161K -$31K -335 -16%
CT
787
Caldwell Trust
Florida
$159K -$5.73K -62 -4%
CT
788
Colonial Trust
South Carolina
$157K -$7.86K -85 -5%
PA
789
PSI Advisors
Florida
$155K -$37K -400 -19%
FW
790
Fairway Wealth
Ohio
$147K – – –
RCM
791
Raleigh Capital Management
North Carolina
$145K -$83.3K -901 -37%
S
792
SignatureFD
Georgia
$136K -$1.48K -16 -1%
T
793
Tidemark
California
$132K +$2.13K +23 +2%
CFB
794
Cullen/Frost Bankers
Texas
$123K +$30.4K +329 +33%
AWM
795
Abound Wealth Management
Tennessee
$115K +$113K +1,225 New
SS
796
SBI Securities
Japan
$114K +$1.48K +16 +1%
HCA
797
Harbor Capital Advisors
Illinois
$112K +$110K +1,189 New
WA
798
WPG Advisers
Maryland
$111K -$11.8K -128 -10%
AGWCA
799
Annis Gardner Whiting Capital Advisors
Florida
$95.2K +$93.9K +1,015 New
FFA
800
Founders Financial Alliance
North Carolina
$91K +$462 +5 +0.5%