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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
151
Regal Investment Advisors
Michigan
$792K -$73.3K -690 -8%
VKH
152
Virtu KCG Holdings
New York
$790K -$1.9M -17,876 -71%
HWM
153
Highwater Wealth Management
Colorado
$785K +$25.4K +239 +3%
CA
154
Continuum Advisory
Idaho
$699K +$697K +6,561 New
NDSI
155
Newman Dignan & Sheerar Inc
Rhode Island
$681K -$18.6K -175 -3%
SMA
156
Simply Money Advisors
Ohio
$660K -$1.31M -12,364 -67%
TFA
157
Transamerica Financial Advisors
Florida
$634K -$148K -1,393 -19%
Franklin Resources
158
Franklin Resources
California
$627K -$3.72K -35 -0.6%
HPC
159
HM Payson & Co
Maine
$626K -$6.7K -63 -1%
ASN
160
Advisory Services Network
Georgia
$624K +$622K +5,856 New
BGC
161
Blue Granite Capital
South Carolina
$603K
LTI
162
Laffer Tengler Investments
Tennessee
$599K -$6.7K -63 -1%
CWM
163
Concert Wealth Management
California
$591K -$92.9K -874 -14%
HIC
164
Holderness Investments Company
North Carolina
$591K +$590K +5,550 New
FIM
165
Freedom Investment Management
Connecticut
$566K -$1.56M -14,687 -73%
GJIC
166
Gamble Jones Investment Counsel
California
$553K -$10.3K -97 -2%
SFS
167
Sowell Financial Services
Arkansas
$531K +$527K +4,955 New
JMPWA
168
JP Morgan Private Wealth Advisors
California
$523K -$1.89M -17,764 -78%
WI
169
Wintrust Investments
Illinois
$511K -$5.31K -50 -1%
LPIC
170
LeJeune Puetz Investment Counsel
Michigan
$506K +$106K +1,000 +27%
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$499K +$94.3K +887 +23%
KA
172
Kovack Advisors
Florida
$494K
RJT
173
Raymond James Trust
Florida
$484K +$73.5K +692 +18%
Comerica Bank
174
Comerica Bank
Texas
$478K +$79.2K +745 +20%
WCM
175
Weatherstone Capital Management
Colorado
$478K +$180K +1,694 +61%