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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
151
Cary Street Partners Investment Advisory
Virginia
$11.3M +$92.8K +987 +0.8%
RCAG
152
Rehmann Capital Advisory Group
Michigan
$11.1M +$1.46M +15,504 +15%
SMI
153
Shelter Mutual Insurance
Missouri
$10.9M +$9.27M +98,520 +547%
ECM
154
Evergreen Capital Management
Washington
$10.5M +$297K +3,160 +3%
OWA
155
One Wealth Advisors
California
$10.5M +$497K +5,280 +5%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$10.4M +$1.45M +15,401 +16%
PFG
157
PAX Financial Group
Texas
$10.3M +$221K +2,355 +2%
JSA
158
Jacobson & Schmitt Advisors
Wisconsin
$10.2M -$285K -3,034 -3%
KL
159
KWMG LLC
Kansas
$10.1M +$1.05M +11,125 +11%
GC
160
Guggenheim Capital
Illinois
$10M +$1.08M +11,463 +12%
T
161
TNF
Montana
$9.98M +$241K +2,560 +2%
SSA
162
Schonfeld Strategic Advisors
New York
$9.96M +$6.71M +71,320 +201%
LWA
163
LWS Wealth Advisors
New Jersey
$9.96M -$66.7K -709 -0.7%
SWA
164
Stratos Wealth Advisors
Ohio
$9.89M +$2.14M +22,711 +27%
LJAC
165
L.J. Altfest & Co
New York
$9.88M +$1.56M +16,566 +19%
BRWA
166
B. Riley Wealth Advisors
Florida
$9.64M +$269K +2,863 +3%
GIM
167
Goelzer Investment Management
Indiana
$9.59M +$575K +6,116 +6%
CM
168
Columbus Macro
Pennsylvania
$9.54M +$1.04M +11,024 +12%
SL
169
Sentinus LLC
Illinois
$9.45M +$1.02M +10,864 +12%
SI
170
Stephens Inc
Arkansas
$9.4M +$9.27M +98,514 +4,363%
VT
171
Vise Technologies
New York
$9.38M +$819K +8,707 +9%
TAIM
172
TD Ameritrade Investment Management
Nebraska
$9.22M -$632K -6,717 -6%
WF
173
Williams Financial
Vermont
$9.15M +$369K +3,920 +4%
KWM
174
Kingsview Wealth Management
Oregon
$9.11M -$274K -2,917 -3%
BCV
175
Banque Cantonale Vaudoise
Switzerland
$9.04M -$894K -9,500 -9%