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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
376
Clark Capital Management Group
Pennsylvania
$2.14M +$2.11M +22,768 New
MWM
377
Maripau Wealth Management
Indiana
$2.08M -$843K -9,112 -29%
BA
378
Bristlecone Advisors
Washington
$2.07M +$492K +5,320 +32%
KPWS
379
Kestra Private Wealth Services
Texas
$2.07M -$906K -9,799 -31%
BWA
380
Bestgate Wealth Advisors
Maryland
$2.05M +$873K +9,437 +76%
SAM
381
Strategy Asset Managers
California
$2.05M +$72.3K +782 +4%
CC
382
Copperleaf Capital
North Carolina
$2.02M -$314K -3,391 -14%
SWP
383
ShoreHaven Wealth Partners
New Jersey
$2.02M -$683K -7,381 -26%
BWA
384
BCU Wealth Advisors
Illinois
$2.02M +$261K +2,826 +15%
VCP
385
Verus Capital Partners
Arizona
$2.01M -$247K -2,674 -11%
CCA
386
Cobblestone Capital Advisors
New York
$1.99M -$794K -8,583 -29%
GAA
387
Global Assets Advisory
Florida
$1.98M +$1.43M +15,441 +265%
SB
388
Strategic Blueprint
Georgia
$1.98M +$76.5K +827 +4%
IA
389
IFP Advisors
Florida
$1.97M -$498K -5,387 -20%
CCM
390
Coldstream Capital Management
Washington
$1.96M +$3.52K +38 +0.2%
SCM
391
Saxony Capital Management
Missouri
$1.96M +$1.93M +20,911 New
RIM
392
Redwood Investment Management
Arizona
$1.96M +$213K +2,304 +12%
BW
393
Balance Wealth
Ohio
$1.95M +$1.92M +20,745 New
SAS
394
Stelac Advisory Services
New York
$1.94M +$84.6K +915 +5%
BIA
395
Bigelow Investment Advisors
Maine
$1.94M +$1.32M +14,292 +224%
LPAM
396
Lodestar Private Asset Management
California
$1.93M +$15.7K +170 +0.8%
MYIA
397
Mount Yale Investment Advisors
Colorado
$1.93M -$551K -5,958 -22%
OWCM
398
One Wealth Capital Management
Arizona
$1.93M -$739K -7,994 -28%
PFGIA
399
Patriot Financial Group Insurance Agency
Massachusetts
$1.92M -$89.5K -968 -5%
SSWM
400
Sheets Smith Wealth Management
North Carolina
$1.87M -$1.03M -11,104 -36%
14 15
16
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