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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
526
Fiduciary Trust
Massachusetts
$677K -$34K -379 -5%
BIA
527
Bigelow Investment Advisors
Maine
$674K -$242K -2,695 -27%
IAIM
528
International Assets Investment Management
Florida
$665K +$634K +7,064 New
BAM
529
BOS Asset Management
Illinois
$664K +$230K +2,561 +57%
AIA
530
Angeles Investment Advisors
California
$659K +$628K +7,000 New
PIA
531
Perennial Investment Advisors
California
$653K -$4.75K -53 -0.8%
WWP
532
WR Wealth Planners
Missouri
$651K -$132K -1,470 -18%
EWA
533
Exencial Wealth Advisors
Oklahoma
$650K +$620K +6,908 New
FNBT
534
FineMark National Bank & Trust
Florida
$642K -$102K -1,133 -14%
SFG
535
Sovereign Financial Group
Connecticut
$642K +$109K +1,210 +22%
DIA
536
Dana Investment Advisors
Wisconsin
$637K +$77K +859 +15%
AA
537
Advisory Alpha
Michigan
$633K -$119K -1,328 -16%
CMI
538
Clare Market Investments
Texas
$629K -$193K -2,150 -24%
RFA
539
Resurgent Financial Advisors
Georgia
$629K +$61.4K +685 +11%
JWCA
540
J.W. Cole Advisors
Florida
$628K +$116K +1,290 +24%
TWP
541
Tempus Wealth Planning
California
$627K +$16.7K +186 +3%
SWM
542
Seed Wealth Management
Illinois
$622K +$70.4K +785 +13%
ACM
543
Absolute Capital Management
Pennsylvania
$620K +$27.4K +306 +5%
WHG
544
Westwood Holdings Group
Texas
$613K +$330K +3,683 +130%
FA
545
Fiduciary Alliance
South Carolina
$610K -$175K -1,948 -23%
PFA
546
Pinnacle Family Advisors
Missouri
$608K -$16K -178 -3%
1WA
547
180 Wealth Advisors
Washington
$606K -$15.2K -170 -3%
EWA
548
Evolution Wealth Advisors
Florida
$602K – – –
FNC
549
First National Corp
Massachusetts
$594K +$41.5K +463 +8%
NL
550
NWAM LLC
Washington
$591K -$270K -3,010 -32%
20 21
22
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