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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
151
Summit Wealth & Retirement Planning
California
$6.5M +$228K +2,323 +4%
DBT
152
Dubuque Bank & Trust
Iowa
$6.5M -$379K -3,865 -5%
CWM
153
Cabot Wealth Management
Massachusetts
$6.33M -$289K -2,950 -4%
SW
154
SteelPeak Wealth
California
$6.27M -$166K -1,693 -3%
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$5.97M -$1.24M -12,635 -17%
BCWM
156
Bartlett & Co Wealth Management
Ohio
$5.94M +$1.32M +13,427 +28%
BC
157
Bartlett & Co
Ohio
$5.94M +$1.32M +13,427 +28%
SSWG
158
Seven Springs Wealth Group
Tennessee
$5.91M -$2.22M -22,646 -27%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$5.83M +$74.8K +763 +1%
EVM
160
Eaton Vance Management
Massachusetts
$5.81M -$38.8M -395,423 -87%
SAM
161
SP Asset Management
California
$5.77M -$1.17M -11,970 -17%
CA
162
Continuum Advisory
Idaho
$5.74M +$315K +3,215 +6%
FCA
163
FinTrust Capital Advisors
South Carolina
$5.72M -$5.45M -55,526 -49%
CM
164
Cornerstone Management
Georgia
$5.65M +$366K +3,727 +7%
SFA
165
Semmax Financial Advisors
North Carolina
$5.53M -$59.6K -608 -1%
PAG
166
Private Advisor Group
New Jersey
$5.43M -$359K -3,659 -6%
1WM
167
1900 Wealth Management
Texas
$5.35M -$812K -8,280 -13%
PPWP
168
Proquility Private Wealth Partners
Nevada
$5.31M
First Trust Advisors
169
First Trust Advisors
Illinois
$5.26M -$45.2K -461 -0.8%
PCP
170
Proficio Capital Partners
Massachusetts
$5.25M -$4.2M -42,790 -44%
CWM
171
Congress Wealth Management
Massachusetts
$5.21M +$307K +3,135 +6%
CS
172
Comerica Securities
Michigan
$5.2M -$11.6K -118 -0.2%
CFGS
173
Concourse Financial Group Securities
Alabama
$5.01M -$268K -2,736 -5%
LBC
174
Lowe Brockenbrough & Co
Virginia
$4.93M -$1.62M -16,558 -25%
VT
175
Vise Technologies
New York
$4.8M +$1.86M +18,967 +63%