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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
451
First Horizon Advisors
Tennessee
$627K +$151K +1,400 +32%
SG
452
StoneX Group
New York
$623K +$67.7K +629 +12%
LAS
453
Lloyd Advisory Services
Georgia
$621K +$622K +5,777 New
DIA
454
Dana Investment Advisors
Wisconsin
$614K +$37.2K +346 +6%
CWM
455
Cahaba Wealth Management
Georgia
$601K +$11.6K +108 +2%
CFMC
456
Curbstone Financial Management Corp
New Hampshire
$601K +$602K +5,590 New
CAMV
457
Concord Asset Management (Virginia)
Virginia
$595K +$596K +5,536 New
CCM
458
Covington Capital Management
California
$581K -$18K -167 -3%
MWM
459
Maripau Wealth Management
Indiana
$581K +$603K +5,601 New
CAN
460
Claraphi Advisory Network
United States
$575K -$59.6K -554 -9%
APA
461
American Portfolios Advisors
New York
$565K +$299K +2,777 +112%
SP
462
Successful Portfolios
Florida
$563K -$108 -1 -0%
AF
463
Advisornet Financial
Minnesota
$558K -$1.18M -10,971 -68%
MSWMA
464
Market Street Wealth Management Advisors
Indiana
$556K +$138K +1,279 +33%
RPWA
465
Regent Peak Wealth Advisors
Georgia
$555K -$122K -1,134 -18%
MSFS
466
Main Street Financial Solutions
Pennsylvania
$555K -$93.3K -867 -14%
VC
467
Veracity Capital
Georgia
$548K -$32.1K -298 -6%
AAP
468
Arax Advisory Partners
Colorado
$546K -$24.5M -227,455 -98%
AIC
469
Argus Investors Counsel
New York
$545K – – –
AGA
470
Arkos Global Advisors
Texas
$540K – – –
SC
471
Sierra Capital
Florida
$532K – – –
KWA
472
KCS Wealth Advisory
California
$527K +$211K +1,960 +66%
RFC
473
Regions Financial Corp
Alabama
$526K +$176K +1,638 +50%
FCBT
474
First Citizens Bank & Trust
North Carolina
$511K +$149K +1,380 +41%
PCG
475
Private Capital Group
Connecticut
$509K +$24.7K +229 +5%
17 18
19
20 21