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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
451
Summit Asset Management
Tennessee
$559K +$2.96K +27 +0.5%
SC
452
Sierra Capital
Florida
$559K +$565K +5,162 New
TPA
453
Trivium Point Advisory
Connecticut
$557K +$76.8K +701 +16%
TIAM2
454
Tru Independence Asset Management 2
Oregon
$552K +$14.8K +135 +3%
AIC
455
Argus Investors Counsel
New York
$550K +$556K +5,072 New
CIAS
456
Capital Investment Advisory Services
North Carolina
$536K +$130K +1,186 +32%
OPA
457
Old Port Advisors
Maine
$529K +$534K +4,876 New
SFG
458
Summit Financial Group
West Virginia
$528K +$533K +4,865 New
OWA
459
One Wealth Advisors
California
$518K +$126K +1,150 +32%
CWM
460
Chesapeake Wealth Management
Virginia
$516K -$89.9K -821 -15%
VC
461
Veracity Capital
Georgia
$511K +$438 +4 +0.1%
FHC
462
First Heartland Consultants
Missouri
$506K -$125K -1,137 -20%
NFP
463
Narus Financial Partners
Utah
$505K +$510K +4,660 New
IAS
464
IMA Advisory Services
Colorado
$501K +$99.7K +910 +25%
DIA
465
Dana Investment Advisors
Wisconsin
$498K -$605K -5,527 -55%
VWM
466
Vigilare Wealth Management
Arizona
$490K – – –
FFN
467
Focus Financial Network
Minnesota
$490K +$495K +4,519 New
BFS
468
Bickling Financial Services
Massachusetts
$489K -$11.9K -109 -2%
CWM
469
Cedar Wealth Management
California
$485K +$171K +1,558 +54%
WWM
470
Western Wealth Management
Colorado
$478K -$12.5K -114 -3%
T
471
TRUADVICE
Florida
$476K -$1.77M -16,175 -79%
FWP
472
Firethorn Wealth Partners
Georgia
$467K -$1.16M -10,593 -71%
FCCM
473
First City Capital Management
Georgia
$461K +$22.5K +205 +5%
DCM
474
Donaldson Capital Management
Indiana
$453K – – –
PFG
475
Pacific Financial Group
Washington
$451K +$42.3K +386 +10%
17 18
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