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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
426
Van Hulzen Asset Management
California
$727K +$244K +2,227 +50%
SSWM
427
Smith Salley Wealth Management
North Carolina
$722K +$730K +6,663 New
FIA
428
Foundations Investment Advisors
Arizona
$719K -$935K -8,533 -56%
HL
429
HeadInvest LLC
Maine
$712K – – –
RTS
430
Round Table Services
New Jersey
$707K +$137K +1,251 +24%
VCA
431
Verdence Capital Advisors
Maryland
$690K +$55.3K +505 +9%
ERIM
432
Eagle Ridge Investment Management
Connecticut
$681K -$6.02K -55 -0.9%
SW
433
SVB Wealth
Massachusetts
$675K +$41.7K +381 +7%
DWT
434
Dorsey & Whitney Trust
South Dakota
$661K +$668K +6,100 New
DC
435
Davenport & Co
Virginia
$647K -$14.9K -136 -2%
FAG
436
Financial Advisory Group
Texas
$645K -$186K -1,700 -22%
MYIA
437
Mount Yale Investment Advisors
Colorado
$638K -$188K -1,712 -23%
BF
438
BOK Financial
Oklahoma
$627K +$253K +2,314 +67%
CC
439
Courier Capital
New York
$626K +$632K +5,774 New
CWM
440
Cahaba Wealth Management
Georgia
$622K +$2.19K +20 +0.3%
I
441
INVST
Indiana
$621K -$2.57M -23,488 -80%
CCM
442
Covington Capital Management
California
$604K – – –
AL
443
ADE LLC
Maryland
$597K +$238K +2,171 +65%
BA
444
Bellwether Advisors
Nebraska
$592K – – –
HBWM
445
Hollow Brook Wealth Management
New York
$585K +$591K +5,399 New
BW
446
Bison Wealth
Georgia
$580K +$237K +2,165 +68%
AGA
447
Arkos Global Advisors
Texas
$575K -$62.3K -569 -10%
WI
448
WBI Investments
New Jersey
$571K +$576K +5,263 New
SP
449
Successful Portfolios
Florida
$570K +$56.3K +514 +11%
OAP
450
One Advisory Partners
Kansas
$569K -$3.81M -34,803 -87%
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