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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
801
Sandy Spring Bank
Maryland
$8.04K +$8.05K +87 New
CWM
802
CarsonAllaria Wealth Management
Illinois
$7.58K +$7.58K +82 New
WA
803
WestEnd Advisors
North Carolina
$7.49K – – –
CIAS
804
Capital Investment Advisory Services
North Carolina
$6.93K +$5.46K +59 +369%
MIA
805
MeadowBrook Investment Advisors
Michigan
$6.84K – – –
VNA
806
Valley National Advisers
Pennsylvania
$6K – – –
CFO
807
CVA Family Office
Colorado
$5.73K – – –
CSWM
808
Cassady Schiller Wealth Management
Ohio
$5.64K +$5.64K +61 New
SA
809
SRH Advisors
Kansas
$5.64K +$5.64K +61 New
CWM
810
Consultiva Wealth Management
Puerto Rico
$5.64K +$5.64K +61 New
HR
811
Howe & Rusling
New York
$5.08K -$14.8K -160 -74%
BL
812
BFSG LLC
California
$5.08K -$1.11K -12 -18%
NFSG
813
Newbridge Financial Services Group
Florida
$5.08K +$1.02K +11 +25%
CBT
814
Central Bank & Trust
Kentucky
$4.71K – – –
CYG
815
Clean Yield Group
Vermont
$4.25K +$4.25K +46 New
BC
816
Barrett & Company
Rhode Island
$4.13K – – –
WT
817
Washington Trust
Rhode Island
$4.07K +$4.07K +44 New
ADL
818
Asset Dedication LLC
California
$4K +$4.35K +47 New
ETS
819
ESL Trust Services
New York
$3.97K +$3.98K +43 New
EWM
820
EPG Wealth Management
Georgia
$3.84K +$92 +1 +2%
KSWA
821
Kathleen S. Wright Associates
Pennsylvania
$3.42K – – –
TAM
822
Townsend Asset Management
North Carolina
$3.42K – – –
WAM
823
WFA Asset Management
Wisconsin
$3.14K +$3.15K +34 New
LFG
824
Larson Financial Group
Missouri
$2.87K – – –
WIA
825
Wetzel Investment Advisors
Indiana
$2.6K – – –
31 32
33
34 35