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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWAM
176
Manhattan West Asset Management
California
$12.4M +$883K +9,526 +8%
P
177
&Partners
Tennessee
$12.4M +$6.97M +75,171 +132%
HH
178
Hilltop Holdings
Texas
$12.4M -$1.07M -11,506 -8%
GWM
179
Geneos Wealth Management
Colorado
$12.2M +$4.9M +52,842 +68%
BCM
180
Boltwood Capital Management
California
$12.1M -$500K -5,397 -4%
Lazard Asset Management
181
Lazard Asset Management
New York
$12M
DL
182
DOHJ LLC
Washington
$11.9M +$5.94M +64,078 +98%
SIA
183
Spectrum Investment Advisors
Wisconsin
$11.5M -$1.05M -11,356 -8%
SHIM
184
Stone House Investment Management
Pennsylvania
$11.4M -$187K -2,020 -2%
IWA
185
Icon Wealth Advisors
Texas
$11.4M +$907K +9,783 +9%
Financial Engines Advisors
186
Financial Engines Advisors
California
$11.3M +$3.57M +38,490 +47%
PWM
187
Perigon Wealth Management
California
$10.9M +$300K +3,233 +3%
WA
188
WBH Advisory
Maryland
$10.8M +$241K +2,605 +2%
EWA
189
EverSource Wealth Advisors
Alabama
$10.8M -$323K -3,489 -3%
IA
190
IFG Advisory
Georgia
$10.8M +$2.51M +27,083 +31%
SFS
191
Security Financial Services
Indiana
$10.7M +$308K +3,323 +3%
CM
192
Cornerstone Management
Georgia
$10.6M -$77K -831 -0.7%
TF
193
Trek Financial
Arizona
$10.6M -$748K -8,077 -7%
Focus Partners Wealth
194
Focus Partners Wealth
Massachusetts
$10.5M +$5.62M +60,665 +118%
AFG
195
Atomi Financial Group
New York
$10.4M +$1.18M +12,730 +13%
TF
196
Theory Financial
Colorado
$10.4M +$633K +6,828 +6%
FFA
197
Farther Finance Advisors
California
$10.3M -$6.6M -71,260 -39%
BWP
198
Bernardo Wealth Planning
Pennsylvania
$10.1M +$198K +2,132 +2%
TWP
199
Triad Wealth Partners
Kansas
$10.1M +$2.12M +22,907 +27%
CL
200
CIM LLC
New York
$10M +$257K +2,773 +3%