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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
226
tru Independence
Oregon
$1.7M +$1.66M +15,389 New
LWM
227
Laidlaw Wealth Management
New York
$1.68M +$1.68M +15,508 New
FNC
228
First National Corp
Massachusetts
$1.66M +$128K +1,187 +8%
BHWM
229
Bay Harbor Wealth Management
Maryland
$1.65M +$342K +3,165 +26%
CST
230
Charles Schwab Trust
Nevada
$1.63M -$462K -4,276 -22%
FC
231
FCA Corp
Texas
$1.62M +$135K +1,250 +9%
ATPW
232
Ashton Thomas Private Wealth
Arizona
$1.57M +$1.57M +14,571 New
LWM
233
Liberty Wealth Management
California
$1.56M +$459K +4,246 +42%
IWM
234
IHT Wealth Management
Illinois
$1.55M +$23.2K +215 +2%
SW
235
SVB Wealth
Massachusetts
$1.52M +$1.52M +14,090 New
SFS
236
Sowell Financial Services
Arkansas
$1.5M -$524K -4,847 -26%
WCG
237
Weaver Consulting Group
California
$1.49M – – –
FAIM
238
Financial Advocates Investment Management
Washington
$1.48M +$667K +6,173 +82%
NFG
239
Next Financial Group
Texas
$1.47M -$691K -6,400 -32%
AAM
240
Autus Asset Management
Arizona
$1.45M +$407K +3,769 +39%
PAMG
241
Patton Albertson Miller Group
Tennessee
$1.45M +$251K +2,323 +21%
I
242
INVST
Indiana
$1.44M +$680K +6,292 +89%
HBWM
243
Hollow Brook Wealth Management
New York
$1.44M +$1.44M +13,337 New
CCA
244
Cobblestone Capital Advisors
New York
$1.44M +$837K +7,748 +140%
JWCA
245
J.W. Cole Advisors
Florida
$1.42M +$1.42M +13,171 New
EA
246
Emerald Advisors
Washington
$1.42M +$1.41M +13,074 New
VWM
247
Venturi Wealth Management
Texas
$1.4M -$29.1K -269 -2%
QA
248
Quantitative Advantage
Minnesota
$1.4M +$202K +1,868 +17%
CWM
249
Cahaba Wealth Management
Georgia
$1.37M -$10.9K -101 -0.8%
BWP
250
Bernardo Wealth Planning
Pennsylvania
$1.37M +$1.11M +10,236 +425%
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