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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
451
Synovus Financial
Georgia
$1.21M -$149K -1,657 -11%
WS
452
Wedbush Securities
California
$1.2M -$1.63M -18,147 -59%
CRC
453
Curi RMB Capital
Illinois
$1.16M +$1.1M +12,311 New
NB
454
NBT Bank
New York
$1.16M +$386K +4,309 +54%
BWL
455
Bogart Wealth LLC
Virginia
$1.15M – – –
DADC
456
D.A. Davidson & Co
Montana
$1.15M +$46.9K +523 +4%
TC
457
Trilogy Capital
California
$1.13M +$28.3K +315 +3%
AP
458
Americana Partners
Texas
$1.11M +$1.06M +11,789 New
SAS
459
Stelac Advisory Services
New York
$1.1M -$312K -3,482 -23%
CWA
460
Clearview Wealth Advisors
Oregon
$1.1M +$72.8K +812 +7%
DAS
461
Dynamic Advisor Solutions
Arizona
$1.1M -$747K -8,328 -41%
AAP
462
Arax Advisory Partners
Colorado
$1.09M -$54.5K -608 -5%
CPL
463
CAP Partners LLC
Tennessee
$1.08M +$1.03M +11,502 New
BWA
464
BCU Wealth Advisors
Illinois
$1.08M +$1.03M +11,502 New
CAM
465
Concorde Asset Management
Michigan
$1.08M +$176K +1,965 +21%
AWM
466
Axxcess Wealth Management
California
$1.08M -$2.74M -30,525 -73%
EWA
467
EverSource Wealth Advisors
Alabama
$1.07M +$375K +4,179 +58%
TPWA
468
Twin Peaks Wealth Advisors
California
$1.06M +$1.01M +11,293 New
GC
469
GFG Capital
Florida
$1.06M – – –
MIM
470
Macroview Investment Management
Maryland
$1.05M +$1.01M +11,210 New
IGWM
471
ICA Group Wealth Management
Colorado
$1.03M -$58.1K -648 -6%
BIG
472
Bush Investment Group
Georgia
$1.03M +$999K +11,141 New
GSEP
473
Golden State Equity Partners
California
$1.02M +$631K +7,036 +187%
HCP
474
Hexagon Capital Partners
Arkansas
$1.01M +$478K +5,326 +98%
FIM
475
Freedom Investment Management
Connecticut
$983K +$302K +3,372 +48%
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