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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPG
176
Risk Paradigm Group
Texas
$669K -$111K -1,036 -14%
KWA
177
KCS Wealth Advisory
California
$647K +$648K +6,071 New
FWIA
178
Fort Washington Investment Advisors
Ohio
$644K -$594K -5,567 -48%
HCC
179
Hirtle Callaghan & Co
Pennsylvania
$633K
Nomura Asset Management
180
Nomura Asset Management
Japan
$629K -$640K -6,000 -50%
RJT
181
Raymond James Trust
Florida
$627K +$96.9K +908 +18%
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$623K +$624K +5,843 New
LTI
183
Laffer Tengler Investments
Tennessee
$610K -$36.7K -344 -6%
FIM
184
Freedom Investment Management
Connecticut
$608K +$53.5K +501 +10%
WI
185
WrapManager Inc
California
$606K -$95K -890 -14%
LPIC
186
LeJeune Puetz Investment Counsel
Michigan
$592K +$42.7K +400 +8%
Lazard Asset Management
187
Lazard Asset Management
New York
$585K
HWM
188
Highwater Wealth Management
Colorado
$576K -$290K -2,715 -33%
BGC
189
Blue Granite Capital
South Carolina
$571K -$32K -300 -5%
NA
190
NewEdge Advisors
Louisiana
$542K +$57.8K +542 +12%
GJIC
191
Gamble Jones Investment Counsel
California
$537K +$427 +4 +0.1%
Comerica Bank
192
Comerica Bank
Texas
$535K -$23.4K -219 -4%
JMPWA
193
JP Morgan Private Wealth Advisors
California
$533K +$3.31K +31 +0.6%
KA
194
Kovack Advisors
Florida
$528K +$33.6K +315 +7%
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$528K +$49.8K +467 +10%
FC
196
FCA Corp
Texas
$527K +$101K +944 +24%
LW
197
Linscomb Wealth
Texas
$509K +$85K +797 +20%
MM
198
Meridian Management
Arkansas
$500K +$500K +4,688 New
SFP
199
Shepherd Financial Partners
Massachusetts
$491K -$360K -3,378 -42%
Federated Hermes
200
Federated Hermes
Pennsylvania
$489K -$171K -1,600 -26%