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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
426
SVB Wealth
Massachusetts
$667K -$7.48K -69 -1%
DWT
427
Dorsey & Whitney Trust
South Dakota
$660K – – –
AL
428
ADE LLC
Maryland
$657K +$61.1K +564 +10%
CAN
429
Claraphi Advisory Network
United States
$651K -$711K -6,558 -52%
CC
430
Courier Capital
New York
$639K +$13.7K +126 +2%
PFG
431
Pacific Financial Group
Washington
$637K +$187K +1,727 +42%
HL
432
HeadInvest LLC
Maine
$624K -$86.7K -800 -12%
TC
433
Trilogy Capital
California
$612K +$390K +3,597 +175%
WWM
434
Western Wealth Management
Colorado
$611K +$139K +1,283 +29%
BTWM
435
Baker Tilly Wealth Management
Wisconsin
$607K -$125K -1,157 -17%
CCM
436
Covington Capital Management
California
$603K – – –
CWM
437
Cahaba Wealth Management
Georgia
$596K -$28.3K -261 -5%
BA
438
Bellwether Advisors
Nebraska
$591K – – –
4WM
439
4J Wealth Management
Virginia
$584K -$1.57M -14,495 -73%
HBWM
440
Hollow Brook Wealth Management
New York
$584K – – –
SG
441
StoneX Group
New York
$572K +$161K +1,482 +39%
WQ
442
Wealth Quarterback
New Jersey
$571K +$572K +5,277 New
SP
443
Successful Portfolios
Florida
$569K -$217 -2 -0%
OAP
444
One Advisory Partners
Kansas
$566K -$1.3K -12 -0.2%
SC
445
Sierra Capital
Florida
$559K +$434 +4 +0.1%
MYIA
446
Mount Yale Investment Advisors
Colorado
$553K -$83.7K -772 -13%
AGA
447
Arkos Global Advisors
Texas
$552K -$21.7K -200 -4%
AIC
448
Argus Investors Counsel
New York
$549K – – –
TPA
449
Trivium Point Advisory
Connecticut
$547K -$9.32K -86 -2%
EA
450
Emerald Advisors
Washington
$547K +$548K +5,058 New
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