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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
401
Brookwood Investment Group
Arizona
$2.34M -$98.6K -1,043 -4%
MG
402
Mather Group
Illinois
$2.31M +$466K +4,930 +25%
SWP
403
ShoreHaven Wealth Partners
New Jersey
$2.31M +$212K +2,245 +10%
LNWTC
404
Laird Norton Wetherby Trust Company
Washington
$2.29M – – –
CB
405
Community Bank
New York
$2.27M +$5.2K +55 +0.2%
PFPG
406
Pinnacle Financial Partners (Georgia)
Georgia
$2.25M +$304K +3,216 +16%
CFG
407
Compass Financial Group
Ohio
$2.23M -$18.3K -193 -0.8%
LSA
408
L & S Advisors
California
$2.22M +$135K +1,430 +6%
JMA
409
J.M. Arbour
Maine
$2.21M +$197K +2,078 +10%
WPW
410
Watershed Private Wealth
Illinois
$2.18M +$52.2K +552 +2%
SIA
411
Soltis Investment Advisors
Utah
$2.15M +$362K +3,823 +20%
IA
412
IFP Advisors
Florida
$2.15M -$16.5K -175 -0.8%
BRWA
413
B. Riley Wealth Advisors
Florida
$2.14M +$363K +3,841 +21%
CCM
414
Crabel Capital Management
California
$2.14M +$2.14M +22,633 New
WP
415
WealthPLAN Partners
Nebraska
$2.1M +$136K +1,442 +7%
KV
416
Kickstand Ventures
New York
$2.08M -$366K -3,872 -15%
FFG
417
Frisch Financial Group
New York
$2.06M -$128K -1,354 -6%
PIA
418
Polaris Investment Advisors
Massachusetts
$2.06M +$126K +1,332 +7%
OCM
419
One Capital Management
California
$2.03M – – –
SFS
420
Sowell Financial Services
Arkansas
$2.02M +$59.8K +632 +3%
UB
421
UMB Bank
Missouri
$2.02M -$51.8K -548 -3%
BWA
422
BCU Wealth Advisors
Illinois
$2.01M +$68.6K +725 +4%
CWM
423
Curtis Wealth Management
Nevada
$2.01M -$45.3K -479 -2%
SAS
424
Stelac Advisory Services
New York
$2M – – –
SC
425
Sapient Capital
Indiana
$2M +$1.79M +18,900 +839%
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17
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