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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPC
101
Independent Portfolio Consultants
Florida
$2.01M +$90.5K +830 +5%
CAM
102
Concorde Asset Management
Michigan
$1.98M +$528K +4,837 +36%
OC
103
Oppenheimer & Co
New York
$1.94M +$44.9K +412 +2%
CA
104
Cetera Advisors
Colorado
$1.93M +$239K +2,188 +14%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$1.92M +$712K +6,528 +59%
WCM
106
Weatherstone Capital Management
Colorado
$1.89M -$294K -2,694 -13%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$1.88M +$157K +1,437 +9%
PAS
108
Park Avenue Securities
New York
$1.87M +$1.86M +17,091 New
TU
109
TDAM USA
Ontario, Canada
$1.87M +$66K +605 +4%
DIA
110
Davidson Investment Advisors
Montana
$1.81M -$4.94M -45,261 -73%
JIC
111
Johnson Investment Counsel
Ohio
$1.77M -$103K -942 -6%
OCG
112
Opus Capital Group
Ohio
$1.76M -$16.4K -150 -0.9%
AIM
113
Advantage Investment Management
Iowa
$1.74M +$1.73M +15,857 +75,510%
BHWM
114
Bar Harbor Wealth Management
New Hampshire
$1.74M -$120K -1,104 -7%
Federated Hermes
115
Federated Hermes
Pennsylvania
$1.63M -$495K -4,535 -23%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$1.62M +$14.7K +135 +0.9%
CIM
117
Cambria Investment Management
California
$1.61M +$1.6M +14,657 New
AI
118
Atria Investments
North Carolina
$1.56M -$425K -3,895 -21%
FNBT
119
FineMark National Bank & Trust
Florida
$1.56M +$441K +4,041 +40%
NA
120
Nottingham Advisors
New York
$1.55M -$461K -4,224 -23%
CWM
121
Concert Wealth Management
California
$1.39M +$265K +2,427 +24%
SEI Investments
122
SEI Investments
Pennsylvania
$1.39M +$82.6K +757 +6%
FIM
123
Freedom Investment Management
Connecticut
$1.37M +$4.02M +36,872 +305%
FM
124
Forward Management
California
$1.23M -$24.9K -228 -2%
BC
125
Bartlett & Co
Ohio
$1.22M +$20.6K +189 +2%