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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
226
FAS Wealth Partners
Kansas
$299K +$1.6K +15 +0.5%
CG
227
Colony Group
Massachusetts
$294K -$4.16K -39 -1%
LNB
228
Ledyard National Bank
$291K +$39.5K +370 +16%
CHAM
229
Clear Harbor Asset Management
Connecticut
$290K -$41.1K -385 -12%
IAA
230
Ironsides Asset Advisors
North Carolina
$277K -$267K -2,500 -49%
AIP
231
Ameritas Investment Partners
Nebraska
$275K +$1.81K +17 +4%
CA
232
Clearstead Advisors
Ohio
$264K +$265K +2,480 New
WCM
233
Washington Capital Management
Washington
$258K +$258K +2,420 New
CA
234
Calton & Associates
Florida
$251K +$254K +2,380 New
MBTD
235
Mechanics Bank - Trust Department
California
$250K – – –
JCM
236
Jacobi Capital Management
Pennsylvania
$250K +$64.1K +601 +34%
MFW
237
Mosaic Family Wealth
Missouri
$249K +$151K +1,413 +153%
HFS
238
Haverford Financial Services
Pennsylvania
$248K -$427 -4 -0.2%
CCM
239
Covington Capital Management
California
$245K -$26.7K -250 -10%
VWM
240
Venturi Wealth Management
Texas
$244K – – –
WCM
241
Weatherstone Capital Management
Colorado
$240K -$22.6K -212 -9%
DC
242
Davenport & Co
Virginia
$240K – – –
EWM
243
Evercore Wealth Management
New York
$233K +$28.3K +265 +14%
CFD
244
Creative Financial Designs
Indiana
$232K -$1.49K -14 -0.6%
BFPW
245
BOK Financial Private Wealth
Colorado
$232K – – –
SFA
246
Sequoia Financial Advisors
Ohio
$228K +$228K +2,141 New
OC
247
Oakworth Capital
Alabama
$226K – – –
PGA
248
Premia Global Advisors
Florida
$222K +$227K +2,128 New
BRWA
249
B. Riley Wealth Advisors
Florida
$216K +$215K +2,012 New
FHA
250
Flagship Harbor Advisors
Massachusetts
$215K -$11.2K -105 -5%
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