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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
476
Baker Tilly Wealth Management
Wisconsin
$506K -$572K -5,313 -53%
WI
477
Wintrust Investments
Illinois
$505K -$113K -1,050 -18%
HL
478
HeadInvest LLC
Maine
$502K -$53.8K -500 -10%
OAP
479
One Advisory Partners
Kansas
$501K -$27.7K -257 -5%
IAS
480
IMA Advisory Services
Colorado
$496K – – –
4WM
481
4J Wealth Management
Virginia
$488K -$18.5K -172 -4%
IFG
482
Investors Financial Group
Minnesota
$485K +$5.92K +55 +1%
ACM
483
Anfield Capital Management
California
$481K -$3.17M -29,442 -87%
I2I
484
Insight 2811 Inc
Illinois
$478K +$15.2K +141 +3%
SFP
485
Shepherd Financial Partners
Massachusetts
$477K +$29.5K +274 +7%
VCM
486
Virtue Capital Management
Tennessee
$476K +$114K +1,061 +31%
T
487
TRUADVICE
Florida
$474K +$277K +2,570 +132%
NAM
488
NTV Asset Management
West Virginia
$473K -$62.9K -584 -12%
LWM
489
Laidlaw Wealth Management
New York
$465K +$466K +4,329 New
FWP
490
Firethorn Wealth Partners
Georgia
$465K +$466K +4,331 New
CWM
491
Chesapeake Wealth Management
Virginia
$463K – – –
CG
492
Colony Group
Massachusetts
$453K +$454K +4,220 New
AWM
493
Apollon Wealth Management
South Carolina
$449K +$450K +4,178 New
ATC
494
Argent Trust Co
Tennessee
$448K +$26.7K +248 +6%
AWA
495
Arete Wealth Advisors
Illinois
$446K +$4.95K +46 +1%
AR
496
Apeiron RIA
Texas
$446K +$446K +4,147 New
FIBT
497
First International Bank & Trust
North Dakota
$442K +$443K +4,111 New
FW
498
FirstPurpose Wealth
Utah
$441K +$442K +4,106 New
GWM
499
GDS Wealth Management
Texas
$434K +$435K +4,039 New
NEPWA
500
New England Private Wealth Advisors
Massachusetts
$422K – – –
18 19
20
21 22