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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
376
MA Private Wealth
California
$2.18M +$106K +1,151 +5%
CCMG
377
Clark Capital Management Group
Pennsylvania
$2.14M +$2.11M +22,768 New
MWM
378
Maripau Wealth Management
Indiana
$2.08M -$843K -9,112 -29%
BA
379
Bristlecone Advisors
Washington
$2.07M +$492K +5,320 +32%
KPWS
380
Kestra Private Wealth Services
Texas
$2.07M -$906K -9,799 -31%
BWA
381
Bestgate Wealth Advisors
Maryland
$2.05M +$873K +9,437 +76%
SAM
382
Strategy Asset Managers
California
$2.05M +$72.3K +782 +4%
CC
383
Copperleaf Capital
North Carolina
$2.02M -$314K -3,391 -14%
SWP
384
ShoreHaven Wealth Partners
New Jersey
$2.02M -$683K -7,381 -26%
BWA
385
BCU Wealth Advisors
Illinois
$2.02M +$261K +2,826 +15%
VCP
386
Verus Capital Partners
Arizona
$2.01M -$247K -2,674 -11%
CCA
387
Cobblestone Capital Advisors
New York
$1.99M -$794K -8,583 -29%
GAA
388
Global Assets Advisory
Florida
$1.98M +$1.43M +15,441 +265%
SB
389
Strategic Blueprint
Georgia
$1.98M +$76.5K +827 +4%
IA
390
IFP Advisors
Florida
$1.97M -$498K -5,387 -20%
CCM
391
Coldstream Capital Management
Washington
$1.96M +$3.52K +38 +0.2%
SCM
392
Saxony Capital Management
Missouri
$1.96M +$1.93M +20,911 New
RIM
393
Redwood Investment Management
Arizona
$1.96M +$213K +2,304 +12%
BW
394
Balance Wealth
Ohio
$1.95M +$1.92M +20,745 New
SAS
395
Stelac Advisory Services
New York
$1.94M +$84.6K +915 +5%
BIA
396
Bigelow Investment Advisors
Maine
$1.94M +$1.32M +14,292 +224%
LPAM
397
Lodestar Private Asset Management
California
$1.93M +$15.7K +170 +0.8%
MYIA
398
Mount Yale Investment Advisors
Colorado
$1.93M -$551K -5,958 -22%
OWCM
399
One Wealth Capital Management
Arizona
$1.93M -$739K -7,994 -28%
PFGIA
400
Patriot Financial Group Insurance Agency
Massachusetts
$1.92M -$89.5K -968 -5%
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16
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