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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
101
Pathstone Family Office
New Jersey
$18.5M +$4.68M +51,201 +33%
NA
102
NewEdge Advisors
Louisiana
$17.8M -$2.18M -23,812 -11%
CTI
103
Community Trust & Investment
Kentucky
$17.7M -$266K -2,915 -1%
ERIM
104
Eagle Ridge Investment Management
Connecticut
$17.7M +$177K +1,933 +1%
KeyBank National Association
105
KeyBank National Association
Ohio
$17.5M -$2.28M -24,931 -11%
BCM
106
Brookstone Capital Management
Illinois
$17.5M -$710K -7,763 -4%
IWC
107
Integrated Wealth Concepts
Massachusetts
$16.9M -$1.52M -16,635 -8%
GWM
108
Geneos Wealth Management
Colorado
$16.1M +$413K +4,521 +3%
UBS AM
109
UBS AM
Illinois
$16.1M
VAS
110
Vestmark Advisory Solutions
Massachusetts
$16M -$4.76M -52,034 -22%
BSB
111
Bangor Savings Bank
Maine
$15.7M +$16.2M +176,846 +200,961%
WCF
112
West Coast Financial
California
$15.5M +$2.16M +23,673 +16%
Cerity Partners
113
Cerity Partners
New York
$15.4M +$12.1M +132,810 +327%
Jane Street
114
Jane Street
New York
$15.4M -$99.7M -1,090,400 -86%
Prudential Financial
115
Prudential Financial
New Jersey
$15.2M -$3.69M -40,418 -19%
MWP
116
Meridian Wealth Partners
Pennsylvania
$14.7M +$1.36M +14,868 +10%
HFA
117
High Falls Advisors
New York
$14.6M -$2.86M -31,265 -16%
SFG
118
Snider Financial Group
Washington
$14.6M -$3.84K -42 -0%
TG
119
TCW Group
California
$14.2M +$2.9M +31,697 +25%
Betterment LLC
120
Betterment LLC
New York
$13.8M -$4.11M -44,997 -22%
NC
121
NewSquare Capital
Pennsylvania
$13.7M +$1.19K +13 +0%
PAG
122
Private Advisor Group
New Jersey
$13.5M -$322K -3,522 -2%
Parnassus Investments
123
Parnassus Investments
California
$13.3M +$12.4M +135,403 +940%
SHJ
124
Sharkey, Howes & Javer
Colorado
$13.1M -$2.6M -28,404 -16%
Lazard Asset Management
125
Lazard Asset Management
New York
$13.1M