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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
351
Verdence Capital Advisors
Maryland
$483K +$3.88K +35 +0.8%
BRWA
352
B. Riley Wealth Advisors
Florida
$474K -$2.22M -20,036 -82%
PPA
353
Parametric Portfolio Associates
Washington
$471K -$3.77K -34 -0.8%
NDSI
354
Newman Dignan & Sheerar Inc
Rhode Island
$468K +$1.99K +18 +0.4%
FAT
355
First American Trust
California
$466K +$94.1K +850 +25%
DCM
356
Donaldson Capital Management
Indiana
$462K – – –
KC
357
Knuff & Co
California
$457K +$457K +4,125 New
SP
358
Successful Portfolios
Florida
$455K +$24.7K +223 +6%
OWA
359
Outlook Wealth Advisors
Texas
$445K -$13.2K -119 -3%
PCIA
360
Prime Capital Investment Advisors
Kansas
$444K -$92.9K -839 -17%
ECA
361
Elevated Capital Advisors
Utah
$436K +$436K +3,941 New
CA
362
Capital Advantage
California
$434K – – –
GM
363
GeoWealth Management
Illinois
$433K -$59.7K -539 -12%
B
364
Barings
North Carolina
$431K – – –
RTS
365
Round Table Services
New Jersey
$431K +$53.3K +481 +14%
HR
366
Hayden Royal
North Carolina
$429K -$63.1K -570 -13%
SI
367
Stephens Inc
Arkansas
$423K -$280K -2,528 -40%
WAS
368
Wealth Advisory Solutions
Indiana
$423K -$11.4K -103 -3%
CIA
369
Capital Investment Advisors
Georgia
$416K -$591K -5,334 -59%
MCP
370
Mirador Capital Partners
California
$412K +$15.7K +142 +4%
HS
371
Horan Securities
United States
$411K -$135K -1,217 -25%
FNT
372
First National Trust
Pennsylvania
$411K -$65.1K -588 -14%
CCG
373
Cypress Capital Group
Florida
$406K -$19.4K -175 -5%
BF
374
Blankinship & Foster
California
$404K -$10.1K -91 -2%
FHA
375
Flagship Harbor Advisors
Massachusetts
$400K +$236K +2,134 +144%
13 14
15
16 17