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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
401
Strategic Blueprint
Georgia
$896K -$32.1K -296 -3%
TC
402
Telemus Capital
Michigan
$885K -$43.6K -402 -5%
AFA
403
American Financial Advisors
Georgia
$884K -$183K -1,686 -17%
FIA
404
Foundations Investment Advisors
Arizona
$883K +$165K +1,519 +23%
BAM
405
Belpointe Asset Management
Nevada
$879K -$419K -3,862 -32%
BAM
406
BTS Asset Management
Massachusetts
$870K +$873K +8,048 New
SMG
407
Spectrum Management Group
Indiana
$869K -$13.4K -124 -2%
SFG
408
Summit Financial Group
West Virginia
$866K +$340K +3,135 +64%
WI
409
Wintrust Investments
Illinois
$855K +$59.8K +552 +8%
MA
410
MUFG Americas
New York
$852K -$364K -3,361 -30%
OWA
411
One Wealth Advisors
California
$847K +$330K +3,045 +64%
VCA
412
Verdence Capital Advisors
Maryland
$834K +$145K +1,335 +21%
MAM
413
Meeder Asset Management
Ohio
$833K +$22.6K +208 +3%
BEI
414
Benjamin Edwards Inc
Missouri
$829K +$64.9K +599 +8%
1WA
415
180 Wealth Advisors
Washington
$817K -$47.9K -442 -6%
GIA
416
Gladstone Institutional Advisory
Florida
$794K +$21K +194 +3%
MC
417
Moors & Cabot
Massachusetts
$772K +$417K +3,849 +117%
FT
418
Fiduciary Trust
Massachusetts
$757K +$553K +5,097 +268%
I
419
INVST
Indiana
$752K +$133K +1,228 +22%
ACP
420
Aveo Capital Partners
Colorado
$742K -$5.2K -48 -0.7%
WI
421
WBI Investments
New Jersey
$739K +$170K +1,566 +30%
MRC
422
Millburn Ridgefield Corp
New York
$720K +$381K +3,511 +112%
DWMG
423
DB Wealth Management Group
California
$702K -$534K -4,928 -43%
RPWA
424
Regent Peak Wealth Advisors
Georgia
$684K -$216K -1,994 -24%
ERIM
425
Eagle Ridge Investment Management
Connecticut
$680K – – –
15 16
17
18 19