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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
476
Wedbush Securities
California
$1.19M -$191K -2,049 -14%
FA
477
Fermata Advisors
California
$1.19M +$426K +4,573 +54%
AW
478
Alteri Wealth
California
$1.19M +$1.21M +13,001 New
TI
479
Tidal Investments
Wisconsin
$1.19M -$5.4K -58 -0.4%
CCC
480
Chesapeake Capital Corp
Florida
$1.19M -$5.49K -59 -0.5%
GVAG
481
Great Valley Advisor Group
Delaware
$1.16M +$48.6K +522 +4%
JWCA
482
J.W. Coons Advisors
Ohio
$1.16M -$191K -2,047 -14%
RFP
483
RCS Financial Planning
Maryland
$1.16M -$68.9K -740 -6%
CPL
484
CAP Partners LLC
Tennessee
$1.15M +$218K +2,342 +23%
AWM
485
Alterna Wealth Management
Texas
$1.15M -$728K -7,822 -38%
PP
486
Patten & Patten
Tennessee
$1.15M +$1.16M +12,492 New
BWA
487
Bestgate Wealth Advisors
Maryland
$1.14M +$1.16M +12,458 New
FCBT
488
First Citizens Bank & Trust
North Carolina
$1.14M +$341K +3,665 +42%
GSEP
489
Golden State Equity Partners
California
$1.14M +$97.9K +1,051 +9%
NP
490
NorthRock Partners
Minnesota
$1.12M -$79.9K -858 -7%
LIA
491
LifePlan Investment Advisors
North Carolina
$1.11M +$55.3K +594 +5%
MC
492
Moors & Cabot
Massachusetts
$1.1M +$58.7K +630 +6%
BP
493
BNP Paribas
France
$1.1M – – –
TWP
494
Tempus Wealth Planning
California
$1.1M +$29.4K +316 +3%
RFA
495
Resurgent Financial Advisors
Georgia
$1.1M +$199K +2,139 +22%
VFPW
496
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.07M -$287K -3,083 -21%
SPI
497
Sutton Place Investors
New York
$1.07M -$12K -129 -1%
PIA
498
Perennial Investment Advisors
California
$1.07M -$158K -1,692 -13%
JWM
499
JGP Wealth Management
Oregon
$1.06M +$344K +3,695 +47%
GWP
500
Gen-Wealth Partners
Michigan
$1.05M +$20.6K +221 +2%
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