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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPAS
301
Spectrum Planning & Advisory Services
California
$2.37M +$2.36M +21,470 New
MAM
302
MMA Asset Management
Pennsylvania
$2.35M +$2.35M +21,352 New
OAM
303
Oppenheimer Asset Management
New York
$2.35M -$90.7K -824 -4%
BOTW
304
Bank of the West
California
$2.31M -$286K -2,598 -11%
DIM
305
Delta Investment Management
California
$2.31M -$22.7K -206 -1%
DAS
306
Dynamic Advisor Solutions
Arizona
$2.29M +$596K +5,410 +35%
BHWM
307
Bay Harbor Wealth Management
Maryland
$2.28M +$2.28M +20,682 New
T
308
TRUADVICE
Florida
$2.27M +$541K +4,915 +31%
FWP
309
FAS Wealth Partners
Kansas
$2.26M +$1.32M +11,985 +140%
MIAN
310
Mariner Independent Advisor Network
Kansas
$2.24M +$481K +4,369 +27%
TLFA
311
True Link Financial Advisors
California
$2.22M +$2.22M +20,145 New
FNBT
312
FineMark National Bank & Trust
Florida
$2.18M +$62.7K +569 +3%
SAS
313
Sage Advisory Services
Texas
$2.13M +$60.2K +547 +3%
RJT
314
Raymond James Trust
Florida
$2.09M +$234K +2,122 +13%
FC
315
FCA Corp
Texas
$2.05M +$116K +1,057 +6%
4WM
316
4J Wealth Management
Virginia
$2.03M +$2.03M +18,454 New
BHWM
317
Bar Harbor Wealth Management
New Hampshire
$1.98M -$41.5K -377 -2%
LWM
318
Liberty Wealth Management
California
$1.96M +$1.83M +16,651 +1,437%
MFG
319
MidWestOne Financial Group
Iowa
$1.96M -$24K -218 -1%
CC
320
Cedar Capital
Illinois
$1.92M -$297K -2,693 -13%
LWP
321
Lumature Wealth Partners
Georgia
$1.9M +$1.9M +17,278 New
MA
322
Mutual Advisors
Nebraska
$1.86M +$189K +1,716 +11%
RCA
323
Rowland Carmichael Advisors
Arizona
$1.86M +$1.86M +16,885 New
PPP
324
Private Portfolio Partners
New Jersey
$1.84M +$1.13M +10,245 +158%
SLWA
325
San Luis Wealth Advisors
California
$1.81M +$1.81M +16,476 New
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