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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
351
J.W. Coons Advisors
Ohio
$1.4M -$95.9K -1,040 -6%
FTS
352
Fifth Third Securities
Ohio
$1.39M +$53.1K +576 +4%
NYLIM
353
New York Life Investment Management
New York
$1.38M -$994K -10,779 -42%
FNC
354
First National Corp
Massachusetts
$1.38M -$181K -1,957 -12%
SPC
355
Sigma Planning Corp
Michigan
$1.33M +$370K +4,013 +39%
CFAM
356
Coury Firm Asset Management
Pennsylvania
$1.33M -$8.95K -97 -0.7%
TL
357
Tradewinds LLC
North Carolina
$1.33M +$1.19M +12,897 New
SC
358
Sierra Capital
Florida
$1.32M +$269K +2,917 +26%
JCM
359
Jacobi Capital Management
Pennsylvania
$1.32M -$26K -282 -2%
WIM
360
WealthPlan Investment Management
Nebraska
$1.32M +$294K +3,187 +30%
WP
361
WealthPLAN Partners
Nebraska
$1.31M +$1.28M +13,912 New
RW
362
Regimen Wealth
Georgia
$1.3M +$1.3M +14,060 New
PFGIA
363
Patriot Financial Group Insurance Agency
Massachusetts
$1.3M +$390K +4,229 +43%
BWL
364
Bogart Wealth LLC
Virginia
$1.28M -$14.3K -155 -1%
AIM
365
Acropolis Investment Management
Missouri
$1.28M -$32.9K -357 -3%
DWT
366
Dorsey & Whitney Trust
South Dakota
$1.28M -$424K -4,594 -25%
CFG
367
Carr Financial Group
Massachusetts
$1.25M +$1.24M +13,465 New
GEM
368
Global Endowment Management
North Carolina
$1.23M – – –
TFA
369
Tranquilli Financial Advisor
New Jersey
$1.23M +$924K +10,021 +308%
MFG
370
MidWestOne Financial Group
Iowa
$1.19M +$335K +3,632 +39%
WI
371
WBI Investments
New Jersey
$1.17M +$195K +2,119 +20%
FA
372
FC Advisory
Pennsylvania
$1.16M -$144K -1,565 -11%
SF
373
Synovus Financial
Georgia
$1.16M -$9.96K -108 -0.9%
DFC
374
DB Fitzpatrick & Co
Idaho
$1.16M -$361K -3,909 -24%
AWM
375
Alterna Wealth Management
Texas
$1.15M +$515K +5,583 +82%
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