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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
651
Connecticut Wealth Management
Connecticut
$327K +$312K +3,475 New
WPWM
652
Windward Private Wealth Management
Kansas
$327K +$311K +3,472 New
CWM
653
Cornerstone Wealth Management
Missouri
$320K -$139K -1,555 -31%
ACP
654
Aveo Capital Partners
Colorado
$319K -$3.33M -37,135 -92%
MWM
655
Modern Wealth Management
Kansas
$318K +$303K +3,384 New
SS
656
Simplicity Solutions
Minnesota
$317K +$10.5K +117 +4%
PPP
657
Private Portfolio Partners
New Jersey
$316K -$4.93K -55 -2%
CA
658
CoreCap Advisors
Michigan
$315K +$12.7K +142 +4%
PVI
659
Pine Valley Investments
New Jersey
$315K -$31.6K -352 -10%
IFS
660
Ifrah Financial Services
Arkansas
$313K +$4.21K +47 +1%
SAG
661
SageView Advisory Group
California
$312K -$364K -4,056 Closed
CSB
662
City State Bank
Iowa
$311K +$56.2K +627 +23%
CAM
663
Cidel Asset Management
Ontario, Canada
$310K – – –
RW
664
Rede Wealth
Virginia
$306K -$2.51K -28 -0.9%
UCB
665
United Community Bank
South Carolina
$300K -$22.2K -247 -7%
IAA
666
Independent Advisor Alliance
North Carolina
$300K +$24K +268 +9%
IFG
667
Independent Financial Group
California
$300K -$39.4K -439 -12%
WT
668
Whittier Trust
California
$298K -$213K -2,379 -43%
CA
669
Continuum Advisory
Idaho
$297K -$249K -2,776 -47%
SSWM
670
Strait & Sound Wealth Management
California
$296K -$61.7K -688 -18%
RBA
671
Richard Bernstein Advisors
New York
$290K -$252M -2,811,836 -100%
NS
672
NBC Securities
Alabama
$290K -$27.2K -303 -9%
HAS
673
HBW Advisory Services
California
$290K +$37.6K +419 +16%
CWM
674
C2C Wealth Management
Arizona
$286K – – –
CB
675
Commerce Bank
Missouri
$278K -$9.6K -107 -3%
25 26
27
28 29