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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
251
Strategy Asset Managers
California
$3.03M -$920K -9,972 -23%
LWA
252
Lineweaver Wealth Advisors
Ohio
$3.03M -$17.9K -194 -0.6%
CGA
253
Crescent Grove Advisors
Illinois
$3.03M +$3.01M +32,625 New
HFW
254
Horizon Family Wealth
Illinois
$3.01M +$1.19M +12,890 +66%
OAM
255
Occidental Asset Management
California
$2.86M -$53.1K -576 -2%
SWP
256
Stratos Wealth Partners
Ohio
$2.86M -$126K -1,365 -4%
MWM
257
Maripau Wealth Management
Indiana
$2.85M +$620K +6,724 +29%
AFPL
258
Advus Financial Partners, LLC
Florida
$2.85M +$607K +6,580 +27%
CWM
259
Centurion Wealth Management
Virginia
$2.84M +$2.82M +30,589 New
CAS
260
Coppell Advisory Solutions
Texas
$2.82M +$2.8M +30,362 New
CASC
261
Coppell Advisory Solutions Corp
Texas
$2.82M +$2.8M +30,362 New
CCA
262
Cobblestone Capital Advisors
New York
$2.81M +$1.56M +16,893 +126%
CWA
263
Clearview Wealth Advisors
Oregon
$2.8M +$1.05M +11,431 +61%
MFA
264
Mayflower Financial Advisors
Massachusetts
$2.78M +$2.76M +29,925 New
SB
265
Strategic Blueprint
Georgia
$2.76M +$1.62M +17,537 +144%
BEC
266
Blue Edge Capital
Virginia
$2.74M +$184K +1,992 +7%
KWS
267
Keystone Wealth Services
California
$2.68M +$1.7M +18,380 +176%
HI
268
Harbour Investments
Wisconsin
$2.65M +$1.33M +14,388 +101%
PCM
269
Parsons Capital Management
Rhode Island
$2.65M -$617K -6,685 -19%
FPCP
270
Fort Point Capital Partners
California
$2.65M +$206K +2,234 +8%
IDBONY
271
Israel Discount Bank of New York
New York
$2.65M +$310K +3,366 +13%
PA
272
Parkside Advisors
California
$2.63M +$1.44M +15,617 +123%
FAIM
273
Financial Advocates Investment Management
Washington
$2.62M +$2.22M +24,070 +574%
IA
274
IFP Advisors
Florida
$2.6M +$757K +8,211 +51%
FFA
275
Fragasso Financial Advisors
Pennsylvania
$2.56M +$2.54M +27,559 New
9 10
11
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