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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SXL
201
Summit X LLC
Missouri
$6.39M -$1.53M -16,720 -19%
MFG
202
Merit Financial Group
Georgia
$6.37M -$745K -8,146 -10%
I
203
INVST
Indiana
$6.33M -$843K -9,219 -11%
DBT
204
Dubuque Bank & Trust
Iowa
$6.32M -$29.5K -323 -0.5%
KV
205
Kickstand Ventures
New York
$6.24M +$6.43M +70,297 New
LCC
206
Lincoln Capital Corp
Rhode Island
$6.22M +$213K +2,333 +3%
PSP
207
Pacific Sage Partners
Washington
$6.21M +$6.39M +69,898 New
LA
208
LVW Advisors
New York
$6.2M +$187K +2,046 +3%
BWAM
209
Boyd Watterson Asset Management
Ohio
$6.13M -$7.17M -78,413 -53%
FEG
210
Financial Enhancement Group
Indiana
$5.97M +$478K +5,235 +8%
WA
211
WBH Advisory
Maryland
$5.97M -$80.3K -878 -1%
MG
212
Mather Group
Illinois
$5.89M +$25.1K +275 +0.4%
Comerica Bank
213
Comerica Bank
Texas
$5.81M +$5.98M +65,433 New
BCV
214
Banque Cantonale Vaudoise
Switzerland
$5.68M -$3.02M -33,000 -34%
Invesco
215
Invesco
Georgia
$5.64M +$111K +1,212 +2%
BHWM
216
Bay Harbor Wealth Management
Maryland
$5.56M -$1.21M -13,291 -18%
KFSC
217
Keystone Financial Services (Colorado)
Colorado
$5.54M -$1.84M -20,110 -24%
KFS
218
Kelly Financial Services
Massachusetts
$5.5M -$113K -1,236 -2%
RA
219
Rational Advisors
New York
$5.48M -$160K -1,753 -3%
SSA
220
Schonfeld Strategic Advisors
New York
$5.39M -$4.21M -46,114 -43%
EWM
221
Edge Wealth Management
New York
$5.38M +$853K +9,330 +18%
JFGIW
222
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.33M -$580K -6,344 -10%
ASN
223
Advisory Services Network
Georgia
$5.23M +$281K +3,077 +6%
CWM
224
Congress Wealth Management
Massachusetts
$5.22M +$231K +2,532 +4%
LA
225
Lifeworks Advisors
Michigan
$5.16M +$796K +8,714 +18%