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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
601
Rockbridge Investment Management
New York
$90K +$85.2K +786 +1,786%
WWM
602
Wolff Wiese Magana
California
$87K -$2.93K -27 -3%
HIA
603
Harbor Investment Advisory
Maryland
$85K +$17.7K +163 +26%
SFC
604
SYM Financial Corp
Indiana
$85K +$85K +784 New
SL
605
Savior LLC
Massachusetts
$76K +$30.5K +281 +66%
APC
606
Aspire Private Capital
North Carolina
$74K -$11.4K -105 -13%
AWM
607
Atticus Wealth Management
Florida
$71K -$7.52M -69,296 -99%
CWP
608
Concord Wealth Partners
Virginia
$71K -$90.1K -831 -56%
HA
609
Herold Advisors
New York
$71K +$71.5K +659 New
AA
610
Ancora Advisors
Ohio
$70K -$53K -489 -43%
SIAP
611
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$70K – – –
SSB
612
Sandy Spring Bank
Maryland
$69K – – –
WT
613
Whittier Trust
California
$60K -$116K -1,073 -66%
IRC
614
Investors Research Corp
Georgia
$60K – – –
AWM
615
AllSquare Wealth Management
New York
$59K – – –
CHA
616
Carmichael Hill & Associates
Maryland
$57K +$434 +4 +0.8%
TWA
617
TCI Wealth Advisors
Arizona
$57K +$16.2K +149 +40%
COCM
618
Charter Oak Capital Management
New Hampshire
$56K +$48.7K +449 +641%
BW
619
Bison Wealth
Georgia
$55K -$5.42K -50 -9%
FA
620
Fortis Advisors
Pennsylvania
$53K +$20.8K +192 +64%
FPS
621
Fieldpoint Private Securities
Connecticut
$53K +$53.6K +494 New
HI
622
Hudock Inc
Pennsylvania
$47K +$108 +1 +0.2%
EFSCE
623
Enterprise Financial Services Corp (EFSC)
Missouri
$45K – – –
JHCP
624
Jackson Hole Capital Partners
Oklahoma
$45K – – –
CFA
625
Cahill Financial Advisors
Minnesota
$45K +$45.7K +421 New
23 24
25
26 27