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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
251
Anchor Investment Management
South Carolina
$51.1K – – –
BAM
252
Barrett Asset Management
New York
$48K – – –
NFG
253
Next Financial Group
Texas
$43K -$115K -1,079 -73%
VCM
254
Vigilant Capital Management
Maine
$43K – – –
CYG
255
Clean Yield Group
Vermont
$39K +$38.9K +366 New
GBT
256
Grove Bank & Trust
Florida
$36K -$2.02K -19 -5%
BRC
257
Bell Rock Capital
Delaware
$34K +$106 +1 +0.3%
WA
258
Winfield Associates
Ohio
$32K -$140K -1,322 -82%
MAM
259
Meeder Asset Management
Ohio
$32K -$15.4K -145 -33%
EFSCE
260
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$31.9K +300 New
CFN
261
Cordasco Financial Network
Florida
$28K – – –
TFO
262
Tarbox Family Office
California
$28K +$106 +1 +0.4%
MBT
263
Monroe Bank & Trust
Michigan
$27K – – –
AWM
264
AllSquare Wealth Management
New York
$26K +$13.5K +127 +111%
DOA
265
D'Orazio & Associates
Virginia
$25K -$7.23K -68 -23%
CFA
266
Camarda Financial Advisors
Florida
$23K – – –
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$7.97K +75 +55%
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$19K -$4.68K -44 -20%
HT
269
Heritage Trust
Oklahoma
$18K +$17.7K +167 New
MIM
270
Macroview Investment Management
Maryland
$13K – – –
PA
271
Parallel Advisors
California
$13K +$12.6K +119 New
CFA
272
Carroll Financial Associates
North Carolina
$11K -$74K -696 -87%
WT
273
Whittier Trust
California
$11K +$10.7K +101 New
SFG
274
SevenBridge Financial Group
Pennsylvania
$9K -$3.08K -29 -26%
MWM
275
MinichMacGregor Wealth Management
New York
$9K – – –
9 10
11
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