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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
626
Solstein Capital
California
$240K – – –
NAM
627
NTV Asset Management
West Virginia
$239K +$376 +4 +0.2%
RPWA
628
Regent Peak Wealth Advisors
Georgia
$238K – – –
GLLW
629
Graves Light Lenhart Wealth
Virginia
$238K +$1.98K +21 +0.8%
PA
630
Parkside Advisors
California
$238K -$94 -1 -0%
MA
631
MKT Advisors
California
$237K +$25.5K +271 +12%
AIC
632
Archer Investment Corporation
Indiana
$237K -$7.71K -82 -3%
CAS
633
Coppell Advisory Solutions
Texas
$234K -$2.54M -26,960 -91%
NFG
634
Nations Financial Group
Iowa
$232K +$17.6K +187 +8%
EBT
635
Enterprise Bank & Trust
Massachusetts
$232K – – –
ATPW
636
Ashton Thomas Private Wealth
Arizona
$232K +$234K +2,483 New
KFGK
637
Keystone Financial Group (Kentucky)
Kentucky
$229K +$231K +2,460 New
VIA
638
Vident Investment Advisory
Georgia
$229K +$231K +2,451 New
AP
639
Americana Partners
Texas
$228K – – –
WAM
640
Wolverine Asset Management
Illinois
$228K +$229K +2,440 New
CG
641
Cutler Group
California
$227K +$229K +2,436 New
IP
642
Intellectus Partners
California
$227K -$225K -2,388 -50%
KA
643
Kovack Advisors
Florida
$223K +$5.64K +60 +3%
AWM
644
Aspire Wealth Management
Massachusetts
$223K +$7.15K +76 +3%
CPIG
645
Chicago Partners Investment Group
Illinois
$222K +$27.4K +291 +14%
LWP
646
Lumature Wealth Partners
Georgia
$221K -$45K -478 -17%
PBO
647
Peoples Bank (Ohio)
Ohio
$219K -$147K -1,563 -40%
CIC
648
Chilton Investment Company
Connecticut
$214K +$216K +2,298 New
C
649
Certuity
Florida
$212K +$5.83K +62 +3%
TCMP
650
Thrive Capital Management (Pennsylvania)
Pennsylvania
$209K -$7.05K -75 -3%
24 25
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