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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
351
Copperleaf Capital
North Carolina
$2.37M +$162K +1,753 +7%
MYIA
352
Mount Yale Investment Advisors
Colorado
$2.32M -$2.44M -26,370 -51%
FAG
353
Financial Advisory Group
Texas
$2.31M -$1.36M -14,713 -37%
OWMIAS
354
One Wealth Management Investment & Advisory Services
Florida
$2.31M +$511K +5,528 +28%
C1AG
355
Client 1st Advisory Group
Florida
$2.3M -$339K -3,666 -13%
SFS
356
Sowell Financial Services
Arkansas
$2.3M +$199K +2,147 +9%
MWM
357
Maripau Wealth Management
Indiana
$2.27M -$57.3K -620 -2%
UFA
358
US Financial Advisors
Massachusetts
$2.24M +$146K +1,576 +7%
OMC
359
Old Mission Capital
Illinois
$2.23M +$1.88M +20,365 +543%
IDBONY
360
Israel Discount Bank of New York
New York
$2.22M -$856K -9,254 -28%
AA
361
Ancora Advisors
Ohio
$2.22M +$1.28M +13,882 +137%
FAM
362
Family Asset Management
South Carolina
$2.15M -$355K -3,841 -14%
MBT
363
Montecito Bank & Trust
California
$2.14M +$303K +3,275 +16%
LHC
364
Little House Capital
Massachusetts
$2.11M +$2.11M +22,852 New
SB
365
Strategic Blueprint
Georgia
$2.1M -$47.5K -514 -2%
MFG
366
MidWestOne Financial Group
Iowa
$2.1M -$88.1K -952 -4%
FCI
367
Financial Counselors Inc
Kansas
$2.09M +$37.3K +403 +2%
SAM
368
Simplify Asset Management
Nevada
$2.07M -$5.38M -58,200 -72%
PBM
369
Propel Bio Management
California
$2.07M – – –
BWM
370
Brown Wealth Management
Illinois
$2.06M +$11.5K +124 +0.6%
NCFG
371
New Century Financial Group
New Jersey
$2.04M -$458K -4,956 -18%
MIS
372
Morningstar Investment Services
Illinois
$2.04M -$456K -4,933 -18%
KC
373
Kepos Capital
New York
$2.04M +$416K +4,500 +26%
TPWA
374
TRUE Private Wealth Advisors
Oregon
$1.99M -$165K -1,785 -8%
LPAM
375
Lodestar Private Asset Management
California
$1.99M +$103K +1,117 +5%
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