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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
401
Lane & Associates
New Jersey
$1.2M +$744K +7,875 +165%
FHA
402
Flagship Harbor Advisors
Massachusetts
$1.19M +$84.4K +894 +8%
RFG
403
Range Financial Group
Oregon
$1.18M +$231K +2,451 +24%
MFG
404
MidWestOne Financial Group
Iowa
$1.17M -$49.7K -526 -4%
BWL
405
Bogart Wealth LLC
Virginia
$1.16M -$151K -1,600 -12%
DADC
406
D.A. Davidson & Co
Montana
$1.15M +$106K +1,126 +10%
CWA
407
Clearview Wealth Advisors
Oregon
$1.15M -$1.7M -18,050 -60%
TFA
408
Tranquilli Financial Advisor
New Jersey
$1.14M -$116K -1,225 -9%
SPI
409
Sutton Place Investors
New York
$1.13M +$115K +1,222 +11%
CMI
410
Clare Market Investments
Texas
$1.13M +$203K +2,150 +22%
PCM
411
Penserra Capital Management
California
$1.11M +$228K +2,419 +26%
IWM
412
IHT Wealth Management
Illinois
$1.1M -$73.3K -776 -6%
WWP
413
WR Wealth Planners
Missouri
$1.1M +$431K +4,565 +65%
BTWM
414
Baker Tilly Wealth Management
Wisconsin
$1.1M +$90.3K +956 +9%
NRI
415
NFP Retirement Inc
California
$1.09M +$431K +4,568 +66%
WHCI
416
W.H. Cornerstone Investments
Massachusetts
$1.09M +$626K +6,625 +135%
GWP
417
Gateway Wealth Partners
Wisconsin
$1.05M +$213K +2,253 +26%
RFP
418
RCS Financial Planning
Maryland
$1.05M +$200K +2,115 +24%
GM
419
GeoWealth Management
Illinois
$1.03M +$22.7K +240 +2%
FHC
420
First Heartland Consultants
Missouri
$1.03M +$242K +2,559 +31%
WFC
421
Western Financial Corp
California
$1.02M -$18.8K -199 -2%
FNBT
422
FineMark National Bank & Trust
Florida
$1.02M -$60.8K -644 -6%
TPCW
423
TD Private Client Wealth
New York
$1.01M +$164K +1,741 +20%
AWM
424
Avaii Wealth Management
Wisconsin
$980K +$246K +2,605 +34%
SFA
425
Source Financial Advisors
New York
$974K -$10.5K -111 -1%
15 16
17
18 19