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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
651
Sound Income Strategies
Florida
$17K – – –
HFA
652
Hoover Financial Advisors
Pennsylvania
$17K +$17.4K +158 New
AP
653
Atwood & Palmer
Missouri
$16K +$16.4K +149 New
RFWA
654
RPg Family Wealth Advisory
Massachusetts
$15.7K -$5.17K -47 -25%
FRA
655
Front Row Advisors
California
$15K – – –
FPW
656
Flagship Private Wealth
Massachusetts
$14.7K +$14.6K +133 New
CTFG
657
Capstone Triton Financial Group
Oklahoma
$14K +$13.9K +126 New
HR
658
Howe & Rusling
New York
$14K +$14.3K +130 New
MCM
659
McMillion Capital Management
North Carolina
$11K +$11.2K +102 New
SSB
660
Sandy Spring Bank
Maryland
$10K -$50.3K -457 -84%
AWA
661
Arkadios Wealth Advisors
Georgia
$10K -$16.6K -151 -61%
CA
662
Clearstead Advisors
Ohio
$9K – – –
MCC
663
Money Concepts Capital
Florida
$9K +$9.25K +84 New
FF
664
FourThought Financial
Florida
$9K +$9.36K +85 New
LGWM
665
Litman Gregory Wealth Management
California
$8K – – –
KFI
666
Key Financial Inc
Pennsylvania
$8K +$7.82K +71 New
SWA
667
SOA Wealth Advisors
New York
$8K +$8.59K +78 New
CFO
668
CVA Family Office
Colorado
$7K – – –
VFA
669
Valeo Financial Advisors
Indiana
$6K – – –
COCM
670
Charter Oak Capital Management
New Hampshire
$6K +$5.5K +50 New
IA
671
Inspire Advisors
Idaho
$6K +$5.62K +51 New
AIA
672
Arcadia Investment Advisors
Idaho
$5.84K +$5.84K +53 New
SIM
673
Sonora Investment Management
Arizona
$5K -$16.5K -150 -75%
RIM
674
Rockbridge Investment Management
New York
$5K – – –
KC
675
Kinloch Capital
Virginia
$5K +$4.51K +41 New
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