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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAM
426
First Citizens Asset Management
North Carolina
$483K +$511K +5,271 New
TC
427
Telemus Capital
Michigan
$480K -$96.6K -997 -16%
DIA
428
Dana Investment Advisors
Wisconsin
$476K -$85.2K -879 -14%
CAN
429
Claraphi Advisory Network
United States
$472K -$130K -1,340 -21%
AIC
430
Argus Investors Counsel
New York
$472K -$3.88K -40 -0.8%
CB
431
Commerce Bank
Missouri
$469K -$77.2K -796 -13%
BAAM
432
Baker Avenue Asset Management
California
$469K +$497K +5,126 New
WEG
433
World Equity Group
Illinois
$467K +$165K +1,705 +50%
PTC
434
Private Trust Company
Ohio
$467K +$37.9K +391 +8%
SIA
435
SkyView Investment Advisors
New Jersey
$463K -$157K -1,617 -24%
JG
436
Jefferies Group
New York
$462K +$2.62K +27 +0.5%
AGA
437
Arkos Global Advisors
Texas
$459K – – –
EWA
438
Evolution Wealth Advisors
Florida
$458K +$485K +5,000 New
SP
439
Successful Portfolios
Florida
$456K -$11.7K -121 -2%
GCA
440
Gradient Capital Advisors
California
$440K +$466K +4,810 New
MSFS
441
Main Street Financial Solutions
Pennsylvania
$438K – – –
IGWM
442
ICA Group Wealth Management
Colorado
$434K -$2.13K -22 -0.5%
OBWG
443
Onyx Bridge Wealth Group
New York
$431K +$23.6K +243 +5%
OFG
444
OmniStar Financial Group
North Carolina
$431K +$140K +1,444 +44%
WT
445
Whittier Trust
California
$429K -$2.57M -26,516 -85%
MWM
446
Mission Wealth Management
California
$425K -$94.5K -975 -17%
SC
447
Scotia Capital
Ontario, Canada
$425K -$85.8K -885 -16%
HIM
448
Hanlon Investment Management
New Jersey
$424K +$90.2K +930 +25%
IAS
449
IMA Advisory Services
Colorado
$423K – – –
APA
450
American Portfolios Advisors
New York
$422K +$38.7K +399 +9%
16 17
18
19 20