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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
376
Van Hulzen Asset Management
California
$2.27M -$30.2K -321 -1%
WA
377
Waverly Advisors
Alabama
$2.26M +$354K +3,767 +19%
GC
378
Guggenheim Capital
Illinois
$2.22M -$2.36M -25,157 -52%
PFGIA
379
Patriot Financial Group Insurance Agency
Massachusetts
$2.19M +$191K +2,034 +10%
GDP
380
Great Diamond Partners
Maine
$2.18M +$277K +2,947 +15%
SWP
381
ShoreHaven Wealth Partners
New Jersey
$2.18M +$78.4K +835 +4%
MOS
382
MGO One Seven
Ohio
$2.15M +$361K +3,845 +20%
BWA
383
Bestgate Wealth Advisors
Maryland
$2.14M +$51.1K +544 +2%
CC
384
Copperleaf Capital
North Carolina
$2.13M +$26.5K +282 +1%
OWCM
385
One Wealth Capital Management
Arizona
$2.13M +$112K +1,194 +6%
CB
386
Community Bank
New York
$2.12M -$67.7K -721 -3%
MPW
387
MA Private Wealth
California
$2.11M – – –
FCBT
388
First Citizens Bank & Trust
North Carolina
$2.1M +$754K +8,021 +57%
DWT
389
Dorsey & Whitney Trust
South Dakota
$2.09M +$205K +2,180 +11%
TC
390
Trilogy Capital
California
$2.09M +$515K +5,479 +33%
SAS
391
Stelac Advisory Services
New York
$2.01M +$42.3K +450 +2%
DADC
392
D.A. Davidson & Co
Montana
$2.01M +$91.3K +972 +5%
CW
393
CreativeOne Wealth
Kansas
$1.99M -$26.6M -282,938 -93%
SB
394
Strategic Blueprint
Georgia
$1.99M -$78.7K -838 -4%
GWANC
395
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.99M +$683K +7,275 +54%
PP
396
Patten & Patten
Tennessee
$1.92M +$495K +5,273 +35%
NCM
397
Northwest Capital Management
Oregon
$1.92M -$1.92M -20,460 -50%
BWA
398
BCU Wealth Advisors
Illinois
$1.9M -$144K -1,531 -7%
LWA
399
Lifelong Wealth Advisors
Minnesota
$1.87M +$95.9K +1,021 +5%
IDA
400
Intelligence Driven Advisers
California
$1.87M -$20.4K -217 -1%
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