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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
126
Sharkey, Howes & Javer
Colorado
$14.8M +$823K +9,171 +6%
Loomis, Sayles & Company
127
Loomis, Sayles & Company
Massachusetts
$14.8M +$13.8M +153,788 +4,924%
PCIA
128
Prime Capital Investment Advisors
Kansas
$14.7M +$9.29M +103,571 +196%
PAG
129
Private Advisor Group
New Jersey
$14.7M +$371K +4,139 +3%
KAS
130
Kestra Advisory Services
Texas
$14.6M +$1.27M +14,199 +10%
BCV
131
Banque Cantonale Vaudoise
Switzerland
$14.4M +$8.01M +89,300 +140%
PAIA
132
Park Avenue Institutional Advisers
New York
$14.3M +$1.87M +20,900 +16%
First Trust Advisors
133
First Trust Advisors
Illinois
$13.9M +$5.71M +63,674 +76%
PWM
134
Perigon Wealth Management
California
$13.6M +$471K +5,250 +4%
LWA
135
LWS Wealth Advisors
New Jersey
$13.5M +$137K +1,523 +1%
RCS
136
Retirement Capital Strategies
California
$13.4M +$12.8M +142,190 New
GRP
137
Global Retirement Partners
California
$13.3M +$487K +5,428 +4%
AWMS
138
Advocacy Wealth Management Services
Georgia
$13.2M +$12.5M +139,844 New
MFWM
139
Motley Fool Wealth Management
Virginia
$13M +$267K +2,977 +2%
BCM
140
Boltwood Capital Management
California
$13M +$23.6K +263 +0.2%
IWA
141
Icon Wealth Advisors
Texas
$12.9M +$12.3M +137,050 New
LG
142
Leuthold Group
Minnesota
$12.7M +$10.4M +115,432 +577%
MCWS
143
McKinley Carter Wealth Services
West Virginia
$12.5M +$63.9K +712 +0.5%
LWA
144
Lineweaver Wealth Advisors
Ohio
$12.4M +$555K +6,187 +5%
CIM
145
Chiron Investment Management
New York
$12.4M +$11.8M +131,599 New
NA
146
Nottingham Advisors
New York
$12.4M +$13.5M +150,348 New
GC
147
Guggenheim Capital
Illinois
$12.3M +$1.17M +13,087 +11%
Betterment LLC
148
Betterment LLC
New York
$12.3M -$2.27M -25,274 -16%
Lazard Asset Management
149
Lazard Asset Management
New York
$12.2M
LFS
150
Lutz Financial Services
Nebraska
$12.2M +$11.6M +129,422 New