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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
451
Dana Investment Advisors
Wisconsin
$546K +$49.4K +456 +10%
NAM
452
NTV Asset Management
West Virginia
$536K +$103K +949 +24%
VC
453
Veracity Capital
Georgia
$517K +$7.37K +68 +1%
OBWG
454
Onyx Bridge Wealth Group
New York
$509K +$509K +4,693 New
FHA
455
First Horizon Advisors
Tennessee
$506K +$59.2K +546 +13%
IAS
456
IMA Advisory Services
Colorado
$500K – – –
CCA
457
Catalyst Capital Advisors
New York
$495K +$150K +1,380 +43%
CWM
458
Chesapeake Wealth Management
Virginia
$490K -$24.4K -225 -5%
VWM
459
Vigilare Wealth Management
Arizona
$489K – – –
LA
460
Latitude Advisors
Florida
$489K +$83.7K +772 +21%
FFN
461
Focus Financial Network
Minnesota
$488K -$1.08K -10 -0.2%
IA
462
IFG Advisory
Georgia
$479K +$154K +1,421 +47%
SS
463
Simplicity Solutions
Minnesota
$474K -$558K -5,146 -54%
IFG
464
Investors Financial Group
Minnesota
$464K +$32.1K +296 +7%
SFO
465
Stokes Family Office
Louisiana
$461K +$462K +4,264 New
FCCM
466
First City Capital Management
Georgia
$459K -$3.25K -30 -0.7%
FAG
467
Financial Advisory Group
Texas
$457K -$188K -1,730 -29%
DCM
468
Donaldson Capital Management
Indiana
$452K – – –
AP
469
Advisor Partners
California
$451K +$27.4K +253 +6%
VHAM
470
Van Hulzen Asset Management
California
$446K -$281K -2,590 -39%
CWM
471
Cornerstone Wealth Management
Missouri
$443K -$426K -3,928 -49%
PCG
472
Private Capital Group
Connecticut
$440K +$48K +443 +12%
NEPWA
473
New England Private Wealth Advisors
Massachusetts
$425K -$8.13K -75 -2%
B
474
Barings
North Carolina
$422K – – –
ACI
475
Alpha Cubed Investments
California
$421K -$4.59M -42,306 -92%
17 18
19
20 21