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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
701
LGT Financial Advisors
Texas
$407K +$27.6K +289 +7%
CA
702
Claro Advisors
Massachusetts
$405K +$111K +1,158 +37%
CC
703
Clearwave Capital
California
$405K +$2.01K +21 +0.5%
PCA
704
Pallas Capital Advisors
Massachusetts
$405K -$12.1K -127 -3%
TPA
705
Trivium Point Advisory
Connecticut
$405K -$2.82M -29,520 -87%
PBF
706
Petix & Botte Financial
California
$404K -$371K -3,888 -86%
HOWA
707
Heritage Oak Wealth Advisors
Florida
$402K +$73.9K +774 +22%
JIC
708
Johnson Investment Counsel
Ohio
$401K +$404K +4,227 New
JF
709
Joule Financial
Kentucky
$398K +$400K +4,189 New
TA
710
Tactive Advisors
Florida
$397K +$7.64K +80 +2%
EWA
711
Emergent Wealth Advisors
New York
$391K -$1.02M -10,683 -72%
BMCM
712
Bryn Mawr Capital Management
Pennsylvania
$390K +$189K +1,982 +93%
CFA
713
Churchill Financial Advisors
Kentucky
$390K +$151K +1,585 +63%
HI
714
Hyundai Investments
South Korea
$390K -$136K -1,421 -26%
QCM
715
Quantinno Capital Management
New York
$390K +$392K +4,103 New
RWM
716
Rialto Wealth Management
New York
$389K +$210K +2,194 +115%
FPI
717
Financial Plan Inc
Washington
$388K – – –
B
718
Bedminster
South Carolina
$385K -$351K -3,678 -48%
FEG
719
Financial Enhancement Group
Indiana
$378K -$2.01K -21 -0.5%
BFS
720
BridgePort Financial Solutions
Iowa
$374K -$32.6K -341 -8%
FF
721
Friedenthal Financial
New Jersey
$373K +$4.39K +46 +1%
FA
722
Fiduciary Alliance
South Carolina
$373K -$110K -1,147 -23%
CF
723
Centaurus Financial
California
$372K -$10K -105 -3%
WFC
724
Western Financial Corp
California
$366K -$26.8K -280 -7%
RM
725
RCW Management
Florida
$366K +$7.36K +77 +2%
27 28
29
30 31