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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
426
Capital Asset Advisory Services
Michigan
$108K +$107K +992 New
EIP
427
Ellis Investment Partners
Pennsylvania
$102K +$12.4K +115 +14%
BAM
428
Barrett Asset Management
New York
$100K – – –
PB
429
Pinnacle Bancorp
Nebraska
$96K +$4.11K +38 +4%
TWP
430
TFO Wealth Partners
Ohio
$95K +$95.5K +884 New
HAM
431
Highstreet Asset Management
Ontario, Canada
$91K +$91K +842 New
MWP
432
Meridian Wealth Partners
Pennsylvania
$89K +$88.5K +819 New
GCM
433
Gables Capital Management
Florida
$86K – – –
SIM
434
Sonora Investment Management
Arizona
$83K +$22.5K +208 +37%
CAL
435
Capital Advisors Ltd
Ohio
$70K – – –
RFA
436
Reilly Financial Advisors
California
$67K – – –
WT
437
Whittier Trust
California
$66K -$4.11K -38 -6%
BAM
438
BTS Asset Management
Massachusetts
$62K – – –
DSC
439
Duncker Streett & Co
Missouri
$60K +$59.8K +554 New
AWM
440
AllSquare Wealth Management
New York
$59K – – –
TWA
441
TCI Wealth Advisors
Arizona
$59K +$10.9K +101 +23%
EWM
442
EPG Wealth Management
Georgia
$52K +$51.9K +480 New
CFFP
443
Center for Financial Planning
Michigan
$52K +$52.1K +482 New
FIB
444
First Interstate Bank
Montana
$50K – – –
VNA
445
Valley National Advisers
Pennsylvania
$48K +$29.3K +271 +155%
AIM
446
Anchor Investment Management
South Carolina
$47.5K – – –
VRM
447
Vectors Research Management
New York
$46K +$29.7K +275 +180%
HWA
448
HCR Wealth Advisors
California
$46K +$45.9K +425 New
EFSCE
449
Enterprise Financial Services Corp (EFSC)
Missouri
$45K – – –
JHCP
450
Jackson Hole Capital Partners
Oklahoma
$45K – – –
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