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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Geneos Wealth Management
Colorado
$7.29M -$176K -1,903 -2%
WCWM
177
Wooster Corthell Wealth Management
Connecticut
$7.21M +$73.9K +801 +1%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$7.11M -$2.56M -27,702 -27%
PGA
179
Portland Global Advisors
Maine
$6.95M -$389K -4,220 -5%
CCA
180
Checchi Capital Advisers
California
$6.75M +$1M +10,882 +18%
GRP
181
Global Retirement Partners
California
$6.75M -$1.85M -20,017 -22%
MSWMA
182
Market Street Wealth Management Advisors
Indiana
$6.68M +$6.25M +67,758 +1,601%
MWM
183
Merriman Wealth Management
Washington
$6.67M +$6.63M +71,905 New
LG
184
Leuthold Group
Minnesota
$6.63M +$251K +2,717 +4%
SFS
185
Security Financial Services
Indiana
$6.61M +$5.93M +64,290 +916%
FEG
186
Financial Enhancement Group
Indiana
$6.59M +$6.4M +69,390 New
VT
187
Vise Technologies
New York
$6.53M +$1.28M +13,863 +25%
SA
188
Scarborough Advisors
Maryland
$6.41M +$6.38M +69,140 New
First Trust Advisors
189
First Trust Advisors
Illinois
$6.33M +$1.44M +15,587 +30%
BHWM
190
Bay Harbor Wealth Management
Maryland
$6.28M +$4.54M +49,202 +266%
OPS
191
Orion Portfolio Solutions
Nebraska
$5.99M +$5.04M +54,643 +548%
SL
192
Sentinus LLC
Illinois
$5.97M +$4.38M +47,500 +281%
CCWA
193
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.88M +$5.85M +63,432 New
MFG
194
Merit Financial Group
Georgia
$5.88M +$5.13M +55,658 +721%
Cerity Partners
195
Cerity Partners
New York
$5.88M +$5.84M +63,351 New
WWG
196
West Wealth Group
California
$5.65M +$4.15M +45,014 +284%
CM
197
Cornerstone Management
Georgia
$5.64M +$268K +2,905 +5%
I
198
INVST
Indiana
$5.58M +$4.58M +49,633 +582%
DBT
199
Dubuque Bank & Trust
Iowa
$5.51M -$804K -8,722 -13%
HighTower Advisors
200
HighTower Advisors
Illinois
$5.4M +$3.41M +37,000 +175%