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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$1.07M -$86.8K -804 -8%
1WA
227
180 Wealth Advisors
Washington
$1.07M -$161K -1,490 -13%
GM
228
GeoWealth Management
Illinois
$1.05M +$1.05M +9,736 New
AAM
229
Autus Asset Management
Arizona
$1.04M +$242K +2,244 +30%
HS
230
Horan Securities
United States
$971K -$43.2K -400 -4%
UB
231
UMB Bank
Missouri
$966K +$96K +890 +11%
PA
232
PFG Advisors
Arizona
$958K +$97.5K +904 +11%
CC
233
Cypress Capital
Tennessee
$957K +$58.1K +538 +6%
WA
234
Winfield Associates
Ohio
$957K +$953K +8,835 New
OAM
235
Oppenheimer Asset Management
New York
$953K -$327K -3,027 -26%
FA
236
FC Advisory
Pennsylvania
$936K +$9.06K +84 +1%
MWM
237
Mascoma Wealth Management
New Hampshire
$921K +$120K +1,113 +15%
PFA
238
Pettinga Financial Advisors
Indiana
$914K +$244K +2,257 +37%
DIA
239
Dana Investment Advisors
Wisconsin
$909K +$15K +139 +2%
MFG
240
MidWestOne Financial Group
Iowa
$905K +$604K +5,600 +203%
RWMH
241
Riverpoint Wealth Management Holdings
Illinois
$884K +$2.37K +22 +0.3%
5L
242
55I LLC
Massachusetts
$884K +$14.4K +133 +2%
AWS
243
AJ Wealth Strategies
New York
$874K +$5.72K +53 +0.7%
WP
244
WealthShield Partners
North Carolina
$874K +$556K +5,153 +177%
ACM
245
Advisors Capital Management
New Jersey
$865K -$38.4K -356 -4%
FAIM
246
Financial Advocates Investment Management
Washington
$819K +$264K +2,442 +48%
CWM
247
Cabot Wealth Management
Massachusetts
$805K +$802K +7,436 New
MA
248
MUFG Americas
New York
$798K +$35.4K +328 +5%
CAG
249
Csenge Advisory Group
Florida
$797K +$794K +7,357 New
FNBOSM
250
First National Bank of South Miami
Florida
$786K – – –
8 9
10
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