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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$455K +$453K +4,124 New
BAM
152
Barrett Asset Management
New York
$447K +$71.4K +650 +19%
JG
153
Jefferies Group
New York
$437K +$436K +3,965 New
AB
154
AT Bancorp
Iowa
$436K -$71.1K -647 -14%
NAM
155
NTV Asset Management
West Virginia
$435K +$82.4K +750 +23%
SPC
156
Sigma Planning Corp
Michigan
$427K -$74.3K -676 -15%
CAN
157
Cetera Advisor Networks
California
$421K -$1.4M -12,775 -77%
PPA
158
Parametric Portfolio Associates
Washington
$408K
DC
159
Davenport & Co
Virginia
$373K -$16.9K -154 -4%
DIA
160
Dana Investment Advisors
Wisconsin
$323K -$43.8K -399 -12%
EWA
161
EP Wealth Advisors
California
$310K -$235K -2,135 -43%
GJIC
162
Gamble Jones Investment Counsel
California
$303K +$220 +2 +0.1%
CAM
163
Capstone Asset Management
Texas
$294K -$1.65K -15 -0.6%
LNB
164
Ledyard National Bank
$276K
RJT
165
Raymond James Trust
Florida
$252K +$250K +2,277 New
SFPM
166
Sensible Financial Planning & Management
Massachusetts
$250K -$43.8K -399 -15%
BCI
167
Brinker Capital Investments
Pennsylvania
$238K
BWM
168
Baystate Wealth Management
Massachusetts
$236K
CFN
169
Cordasco Financial Network
Florida
$234K
OC
170
Oakworth Capital
Alabama
$234K
GT
171
Greenleaf Trust
Michigan
$211K -$352K -3,200 -63%
FC
172
FCA Corp
Texas
$203K +$202K +1,839 New
CHAM
173
Clear Harbor Asset Management
Connecticut
$203K +$202K +1,842 New
SAM
174
Shamrock Asset Management
Texas
$199K -$9.45K -86 -5%
AC
175
Alexandria Capital
Virginia
$183K -$2.97K -27 -2%