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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
351
Cornerstone Planning Group
New Jersey
$2.86M +$323K +3,389 +13%
SCA
352
Snowden Capital Advisors
New York
$2.85M -$52.3K -548 -2%
PTC
353
Private Trust Company
Ohio
$2.82M +$266K +2,788 +10%
YWM
354
Yukon Wealth Management
Kansas
$2.76M +$128K +1,339 +5%
FHA
355
Flagship Harbor Advisors
Massachusetts
$2.74M +$71.5K +750 +3%
SC
356
Sierra Capital
Florida
$2.74M -$14.6K -153 -0.5%
VCP
357
Verus Capital Partners
Arizona
$2.68M +$231K +2,417 +9%
DWT
358
Dorsey & Whitney Trust
South Dakota
$2.66M +$568K +5,958 +27%
AA
359
ArborFi Advisors
Michigan
$2.66M +$145K +1,520 +6%
RIM
360
Redwood Investment Management
Arizona
$2.64M +$836K +8,761 +46%
IAS
361
Insigneo Advisory Services
Florida
$2.63M +$1.95M +20,486 +286%
CA
362
Chatterton & Associates
California
$2.58M +$2.58M +27,053 New
SL
363
SWMG LLC
Texas
$2.54M -$16.9K -177 -0.7%
CFG
364
Cassilly Financial Group
Maryland
$2.54M +$2.54M +26,653 New
SWP
365
Stratos Wealth Partners
Ohio
$2.54M -$287K -3,008 -10%
BWMG
366
Barnes Wealth Management Group
California
$2.52M +$73.4K +769 +3%
WWM
367
Western Wealth Management
Colorado
$2.52M +$684K +7,166 +37%
BBA
368
Braun-Bostich & Associates
Pennsylvania
$2.49M +$74.7K +783 +3%
TWM
369
Tradition Wealth Management
Minnesota
$2.49M -$2.96K -31 -0.1%
AA
370
AlphaCentric Advisors
Puerto Rico
$2.48M +$2.48M +26,000 New
CFGF
371
Compass Financial Group (Florida)
Florida
$2.46M -$15.1K -158 -0.6%
KV
372
Kickstand Ventures
New York
$2.45M +$177K +1,859 +8%
EWA
373
EP Wealth Advisors
California
$2.41M +$2.41M +25,307 New
FCBT
374
First Citizens Bank & Trust
North Carolina
$2.41M +$309K +3,244 +15%
IA
375
IFP Advisors
Florida
$2.4M +$15.1K +158 +0.6%
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