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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
251
Burt Wealth Advisors
Maryland
$23K +$23.2K +213 New
BFEC
252
Benjamin F. Edwards & Company
Missouri
$22K – – –
AIA
253
Alerus Investment Advisors
Minnesota
$22K +$21.8K +200 New
MAM
254
Meeder Asset Management
Ohio
$22K +$21.8K +200 New
RCA
255
Rowland Carmichael Advisors
Arizona
$21K +$21K +193 New
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
KA
257
Klingman & Associates
New York
$20K – – –
FANJ
258
Financial Architects (New Jersey)
New Jersey
$16K +$15.8K +145 New
DBT
259
Dubuque Bank & Trust
Iowa
$15K -$120K -1,097 -89%
FPFS
260
First Personal Financial Services
North Carolina
$15K +$15K +138 New
TFO
261
Tarbox Family Office
California
$15K +$15K +138 New
MIM
262
Macroview Investment Management
Maryland
$14K -$63.5K -583 -82%
CGH
263
Cleary Gull Holdings
Wisconsin
$13K – – –
AIP
264
Ameritas Investment Partners
Nebraska
$9K -$175K -1,610 -95%
MWM
265
MinichMacGregor Wealth Management
New York
$9K +$9.26K +85 New
JWA
266
JFS Wealth Advisors
Pennsylvania
$8K – – –
AA
267
Advisory Alpha
Michigan
$7K -$2.51K -23 -26%
GWS
268
Glassman Wealth Services
Virginia
$5K +$5.01K +46 New
ED
269
Exane Derivatives
France
$4.38K – – –
CTC
270
Central Trust Company
Missouri
$2K – – –
RFA
271
Reilly Financial Advisors
California
$2K +$2.4K +22 New
WEC
272
Winslow Evans & Crocker
Massachusetts
$438 – – –
PFG
273
Piershale Financial Group
Illinois
– -$27.3M -253,497 Closed
PWAG
274
Polaris Wealth Advisory Group
California
– -$13.6M -126,680 Closed
CC
275
Curian Capital
Colorado
– -$10.6M -98,533 Closed
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