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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
101
Horst & Graben Wealth Management
Oregon
$20.8M -$981K -10,935 -5%
UBS AM
102
UBS AM
Illinois
$20.7M
BCM
103
Brookstone Capital Management
Illinois
$20.6M +$1.38M +15,348 +8%
IWC
104
Integrated Wealth Concepts
Massachusetts
$20.5M +$2.48M +27,642 +14%
CAM
105
Cresset Asset Management
Illinois
$20.5M +$15.9M +176,747 +431%
PC
106
PointState Capital
New York
$20.1M +$19.1M +213,436 New
RWM
107
RKL Wealth Management
Pennsylvania
$19.8M -$2.15M -23,958 -10%
FA
108
FDx Advisors
Illinois
$19.6M -$1.72M -19,181 -8%
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$19.4M +$18.5M +206,117 New
KeyBank National Association
110
KeyBank National Association
Ohio
$19.3M +$730K +8,142 +4%
WCF
111
West Coast Financial
California
$18.7M +$2.12M +23,690 +14%
ERIM
112
Eagle Ridge Investment Management
Connecticut
$18.4M -$280K -3,124 -2%
AI
113
Atria Investments
North Carolina
$18.2M -$2.05M -22,862 -11%
Prudential Financial
114
Prudential Financial
New Jersey
$18.1M +$1.95M +21,693 +13%
BSB
115
Bangor Savings Bank
Maine
$17.5M +$795K +8,868 +5%
VAS
116
Vestmark Advisory Solutions
Massachusetts
$17M -$12.3K -137 -0.1%
KWM
117
Kingsview Wealth Management
Oregon
$16.8M +$2.76M +30,791 +21%
MWM
118
Modera Wealth Management
New Jersey
$16.1M +$6.16M +68,645 +67%
MWP
119
Meridian Wealth Partners
Pennsylvania
$15.9M +$295K +3,290 +2%
HFA
120
High Falls Advisors
New York
$15.6M +$108K +1,200 +0.7%
Mariner
121
Mariner
Kansas
$15.2M +$7.26M +80,996 +100%
NC
122
NewSquare Capital
Pennsylvania
$15.2M +$568K +6,328 +4%
SI
123
Stephens Inc
Arkansas
$15.1M +$5.54M +61,795 +63%
TG
124
TCW Group
California
$14.8M -$220K -2,453 -2%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$14.8M +$14.1M +157,300 New