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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
501
Dana Investment Advisors
Wisconsin
$468K -$13.7K -149 -3%
EWA
502
EverSource Wealth Advisors
Alabama
$466K +$285K +3,085 +159%
EWA
503
Evolution Wealth Advisors
Florida
$464K – – –
FCB
504
First County Bank
Connecticut
$464K +$461K +4,999 New
WT
505
Whittier Trust
California
$464K +$29.4K +319 +7%
OFG
506
OmniStar Financial Group
North Carolina
$463K +$25.5K +276 +6%
QPWM
507
Quadrant Private Wealth Management
Pennsylvania
$461K +$458K +4,966 New
LNC
508
Lincoln National Corp
Pennsylvania
$456K +$454K +4,917 New
FCAM
509
First Citizens Asset Management
North Carolina
$453K -$36.1K -391 -7%
MSFS
510
Main Street Financial Solutions
Pennsylvania
$447K +$3.32K +36 +0.8%
TFA
511
Teamwork Financial Advisors
Texas
$446K +$24K +260 +6%
IP
512
Intellectus Partners
California
$446K +$219K +2,375 +98%
LA
513
Latitude Advisors
Florida
$442K +$57.2K +620 +15%
LA
514
Lane & Associates
New Jersey
$442K +$440K +4,767 New
PFA
515
Pinnacle Family Advisors
Missouri
$441K +$438K +4,750 New
RFN
516
RDA Financial Network
Iowa
$440K +$437K +4,739 New
SP
517
Successful Portfolios
Florida
$437K -$25K -271 -5%
IAS
518
IMA Advisory Services
Colorado
$429K – – –
CHAM
519
Clear Harbor Asset Management
Connecticut
$421K +$150K +1,630 +56%
SC
520
Scotia Capital
Ontario, Canada
$419K -$11.9K -129 -3%
MMG
521
Monetary Management Group
Missouri
$417K +$23.1K +250 +6%
CB
522
Commerce Bank
Missouri
$409K -$65.8K -713 -14%
WI
523
Wintrust Investments
Illinois
$408K +$405K +4,396 New
IWM
524
Iams Wealth Management
Nebraska
$396K +$394K +4,270 New
GL
525
Graypoint LLC
New York
$392K – – –
19 20
21
22 23