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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
426
Ascent Group
Virginia
$598K -$1.31M -12,518 -68%
CAN
427
Claraphi Advisory Network
United States
$583K +$38.2K +366 +7%
LWANC
428
Laurel Wealth Advisors (North Carolina)
North Carolina
$572K -$1.61M -15,436 -73%
CB
429
Commerce Bank
Missouri
$571K -$992K -9,503 -63%
CWG
430
Crown Wealth Group
North Carolina
$571K -$338K -3,243 -37%
TPA
431
Trivium Point Advisory
Connecticut
$569K -$161K -1,545 -21%
CFMC
432
Curbstone Financial Management Corp
New Hampshire
$569K – – –
SW
433
SVB Wealth
Massachusetts
$564K -$63.6K -609 -10%
VCA
434
Verdence Capital Advisors
Maryland
$562K -$321K -3,080 -36%
SPI
435
Sutton Place Investors
New York
$562K -$202K -1,939 -25%
CCA
436
Catalyst Capital Advisors
New York
$562K -$33.4K -320 -5%
CWM
437
Cahaba Wealth Management
Georgia
$543K -$5.84K -56 -1%
LWAC
438
Laurel Wealth Advisors (California)
California
$543K +$556K +5,330 New
AWM
439
Apollon Wealth Management
South Carolina
$540K +$118K +1,127 +27%
SG
440
StoneX Group
New York
$534K -$57.3K -549 -9%
SP
441
Successful Portfolios
Florida
$533K -$522 -5 -0.1%
DC
442
Davenport & Co
Virginia
$529K -$144K -1,379 -21%
RPWA
443
Regent Peak Wealth Advisors
Georgia
$526K – – –
AIC
444
Argus Investors Counsel
New York
$517K – – –
CA
445
CoreCap Advisors
Michigan
$513K -$87.6K -839 -14%
AGA
446
Arkos Global Advisors
Texas
$511K -$939 -9 -0.2%
JG
447
Jefferies Group
New York
$509K +$522K +5,000 New
WFA
448
Wellspring Financial Advisors
Ohio
$506K -$187K -1,795 -27%
VC
449
Veracity Capital
Georgia
$505K -$15.3K -147 -3%
MSL
450
Mackay Shields LLC
New York
$502K +$229K +2,190 +80%
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