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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$6.62M -$1.14M -10,551 -15%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$6.54M +$9.62K +89 +0.1%
KL
128
KWMG LLC
Kansas
$6.47M +$646K +5,978 +11%
AFA
129
American Financial Advisors
Georgia
$6.11M +$790K +7,315 +15%
CC
130
Copperleaf Capital
North Carolina
$6.07M +$6.06M +56,131 New
AAS
131
Avantax Advisory Services
Texas
$5.96M +$5.94M +54,996 New
OR
132
Olympiad Research
Connecticut
$5.93M +$5.93M +54,919 New
LWA
133
Lineweaver Wealth Advisors
Ohio
$5.89M +$5.89M +54,543 New
BI
134
Ballast Inc
Kentucky
$5.81M +$5.81M +53,763 New
VFA
135
Voya Financial Advisors
Connecticut
$5.74M +$252K +2,332 +5%
CCMG
136
Clark Capital Management Group
Pennsylvania
$5.66M +$427K +3,948 +8%
GRP
137
Global Retirement Partners
California
$5.61M -$310K -2,867 -5%
ACI
138
Alpha Cubed Investments
California
$5.52M -$17.3K -160 -0.3%
CFGS
139
Concourse Financial Group Securities
Alabama
$5.51M +$2.66M +24,604 +93%
QI
140
QS Investors
New York
$5.32M -$500K -4,632 -9%
CS
141
Comerica Securities
Michigan
$5.26M +$880K +8,147 +20%
FP
142
Fiduciary Planning
Florida
$5.2M +$5.17M +47,843 New
SAS
143
Sage Advisory Services
Texas
$5.12M -$129K -1,195 -2%
Goldman Sachs
144
Goldman Sachs
New York
$5.02M -$12.9M -119,838 -72%
BWAM
145
Boyd Watterson Asset Management
Ohio
$5.01M +$169K +1,566 +3%
SHJ
146
Sharkey, Howes & Javer
Colorado
$4.98M +$334K +3,094 +7%
SCA
147
Snowden Capital Advisors
New York
$4.74M +$1.13M +10,462 +31%
PFG
148
PAX Financial Group
Texas
$4.72M +$4.69M +43,368 New
FA
149
Forefront Analytics
Pennsylvania
$4.63M +$137K +1,264 +3%
IWA
150
Independence Wealth Advisors
Virginia
$4.58M +$601K +5,564 +15%