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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
801
Annis Gardner Whiting Capital Advisors
Florida
$96.6K -$11.6K -124 -11%
RFP
802
Root Financial Partners
California
$95.1K +$93.8K +999 New
RFS
803
Richardson Financial Services
Massachusetts
$94.6K +$282 +3 +0.3%
TAM
804
Tucker Asset Management
Colorado
$92.2K -$41.1K -438 -31%
OC
805
Oakworth Capital
Alabama
$88.4K +$87.3K +929 New
FHC
806
First Horizon Corporation
Tennessee
$82.3K +$81.3K +865 New
TCOV
807
Trust Company of Vermont
Vermont
$82.2K +$81.2K +864 New
VWWMG
808
Vermillion & White Wealth Management Group
Pennsylvania
$79.4K – – –
AG
809
AmeriFlex Group
Nevada
$77.1K -$326K -3,467 -81%
RF
810
Rossby Financial
Florida
$75.7K +$845 +9 +1%
TF
811
Tompkins Financial
New York
$75.6K – – –
WANY
812
Wealthspire Advisors (New York)
New York
$72.4K +$71.5K +761 New
YP
813
YANKCOM Partnership
South Dakota
$72.4K – – –
HFS
814
Hantz Financial Services
Michigan
$66K +$51K +543 +364%
PAM
815
Palisade Asset Management
Minnesota
$65K +$64.2K +683 New
AWM
816
AllSquare Wealth Management
New York
$62.4K – – –
SFCL
817
Strengthening Families & Communities LLC
Massachusetts
$61.4K +$60.6K +645 New
SS
818
Sunbelt Securities
Texas
$60K -$73K -777 -55%
WTC
819
WhitTier Trust Company
Nevada
$55.4K – – –
AT
820
Arlington Trust
Alabama
$54.2K – – –
MSWA
821
Marshall & Sterling Wealth Advisors
New York
$53.7K +$1.88K +20 +4%
TPCM
822
Templeton & Phillips Capital Management
Tennessee
$52.6K – – –
CTC
823
Central Trust Company
Missouri
$52K -$16.8K -179 -25%
RIA
824
Realta Investment Advisors
Delaware
$48.3K +$22.3K +237 +88%
WSFS
825
Wilmington Savings Fund Society
Delaware
$45.1K -$21.4K -228 -32%
31 32
33
34 35