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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
426
Optivise Advisory Services
Tennessee
$1.41M +$1.4M +15,327 New
WWM
427
Western Wealth Management
Colorado
$1.4M -$457K -5,014 -25%
HCP
428
Hexagon Capital Partners
Arkansas
$1.37M -$26.4K -290 -2%
TPWA
429
Twin Peaks Wealth Advisors
California
$1.37M +$163K +1,795 +14%
CCM
430
Crabel Capital Management
California
$1.37M +$363K +3,988 +37%
PIA
431
Perennial Investment Advisors
California
$1.36M +$580K +6,364 +76%
BWA
432
BCU Wealth Advisors
Illinois
$1.35M +$129K +1,412 +11%
LBC
433
Lowe Brockenbrough & Co
Virginia
$1.34M -$45.5K -500 -3%
JWCA
434
J.W. Coons Advisors
Ohio
$1.3M +$72.9K +800 +6%
TCA
435
Transcend Capital Advisors
New Jersey
$1.29M -$13.8K -152 -1%
FTS
436
Fifth Third Securities
Ohio
$1.28M +$24.1K +265 +2%
EWA
437
Emergent Wealth Advisors
New York
$1.26M +$26.9K +295 +2%
VWM
438
Venturi Wealth Management
Texas
$1.26M -$89.1K -978 -7%
SF
439
Synovus Financial
Georgia
$1.26M +$20.2K +222 +2%
RF
440
RHS Financial
California
$1.25M -$99.5K -1,092 -7%
FW
441
FullCircle Wealth
Texas
$1.24M +$1.22M +13,446 New
SFS
442
Sowell Financial Services
Arkansas
$1.23M -$1.05M -11,523 -46%
RFP
443
RCS Financial Planning
Maryland
$1.2M +$157K +1,729 +15%
CIP
444
Chartwell Investment Partners
Pennsylvania
$1.19M +$133K +1,460 +13%
MCC
445
Maiden Cove Capital
Maine
$1.18M +$1.18M +12,920 New
AWA
446
Arete Wealth Advisors
Illinois
$1.18M -$31.1K -342 -3%
PCM
447
Parsons Capital Management
Rhode Island
$1.17M -$527K -5,790 -31%
EIA
448
Eldridge Investment Advisors
New Hampshire
$1.17M +$1.16M +12,700 New
TI
449
Tidal Investments
Wisconsin
$1.16M +$559K +6,133 +94%
GWP
450
Gen-Wealth Partners
Michigan
$1.13M -$14.3K -157 -1%
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