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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
476
Focus Partners Advisor Solutions
Missouri
$1.2M +$142K +1,520 +13%
WS
477
Wedbush Securities
California
$1.19M -$191K -2,049 -14%
FA
478
Fermata Advisors
California
$1.19M +$426K +4,573 +54%
AW
479
Alteri Wealth
California
$1.19M +$1.21M +13,001 New
TI
480
Tidal Investments
Wisconsin
$1.19M -$5.4K -58 -0.4%
CCC
481
Chesapeake Capital Corp
Florida
$1.19M -$5.49K -59 -0.5%
GVAG
482
Great Valley Advisor Group
Delaware
$1.16M +$48.6K +522 +4%
JWCA
483
J.W. Coons Advisors
Ohio
$1.16M -$191K -2,047 -14%
RFP
484
RCS Financial Planning
Maryland
$1.16M -$68.9K -740 -6%
CPL
485
CAP Partners LLC
Tennessee
$1.15M +$218K +2,342 +23%
AWM
486
Alterna Wealth Management
Texas
$1.15M -$728K -7,822 -38%
PP
487
Patten & Patten
Tennessee
$1.15M +$1.16M +12,492 New
BWA
488
Bestgate Wealth Advisors
Maryland
$1.14M +$1.16M +12,458 New
FCBT
489
First Citizens Bank & Trust
North Carolina
$1.14M +$341K +3,665 +42%
GSEP
490
Golden State Equity Partners
California
$1.14M +$97.9K +1,051 +9%
NP
491
NorthRock Partners
Minnesota
$1.12M -$79.9K -858 -7%
LIA
492
LifePlan Investment Advisors
North Carolina
$1.11M +$55.3K +594 +5%
MC
493
Moors & Cabot
Massachusetts
$1.1M +$58.7K +630 +6%
BP
494
BNP Paribas
France
$1.1M – – –
TWP
495
Tempus Wealth Planning
California
$1.1M +$29.4K +316 +3%
RFA
496
Resurgent Financial Advisors
Georgia
$1.1M +$199K +2,139 +22%
VFPW
497
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.07M -$287K -3,083 -21%
SPI
498
Sutton Place Investors
New York
$1.07M -$12K -129 -1%
PIA
499
Perennial Investment Advisors
California
$1.07M -$158K -1,692 -13%
JWM
500
JGP Wealth Management
Oregon
$1.06M +$344K +3,695 +47%
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