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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
126
Protective Life
Alabama
$14.5M – – –
PAG
127
Private Advisor Group
New Jersey
$14.5M +$31.9K +339 +0.2%
NC
128
NewSquare Capital
Pennsylvania
$14.4M -$227K -2,416 -2%
APW
129
Austin Private Wealth
Texas
$14.3M +$978K +10,395 +7%
WCF
130
West Coast Financial
California
$14.1M +$5.74K +61 +0%
MWP
131
Meridian Wealth Partners
Pennsylvania
$14.1M +$1.15M +12,262 +9%
CS
132
Comerica Securities
Michigan
$13.9M -$91K -967 -0.6%
PWM
133
Perigon Wealth Management
California
$13.8M +$1.15M +12,227 +9%
BWAM
134
Boyd Watterson Asset Management
Ohio
$13.8M -$45.1K -479 -0.3%
AWS
135
AJ Wealth Strategies
New York
$13.6M +$1.83M +19,471 +15%
MSWMA
136
Market Street Wealth Management Advisors
Indiana
$13.1M +$792K +8,420 +6%
GRP
137
Global Retirement Partners
California
$12.9M +$605K +6,432 +5%
BCI
138
Brinker Capital Investments
Pennsylvania
$12.6M +$1.2M +12,801 +10%
OPS
139
Orion Portfolio Solutions
Nebraska
$12.6M +$1.2M +12,801 +10%
KAS
140
Kestra Advisory Services
Texas
$12.4M -$659K -7,009 -5%
T
141
TCWP
Ohio
$12.2M -$144K -1,533 -1%
PAIA
142
Park Avenue Institutional Advisers
New York
$12.2M -$21.4M -227,900 -63%
MFWM
143
Motley Fool Wealth Management
Virginia
$12.2M +$359K +3,822 +3%
HH
144
Hilltop Holdings
Texas
$12M +$1.63M +17,301 +16%
TG
145
TCW Group
California
$12M +$2.54M +27,049 +27%
TF
146
Trek Financial
Arizona
$11.8M +$1.19M +12,620 +11%
TWA
147
Tandem Wealth Advisors
Arizona
$11.7M -$54.4K -578 -0.5%
LWA
148
Lineweaver Wealth Advisors
Ohio
$11.4M +$505K +5,365 +5%
MCWS
149
McKinley Carter Wealth Services
West Virginia
$11.4M +$959K +10,193 +9%
BCM
150
Boltwood Capital Management
California
$11.4M +$1.07M +11,395 +10%
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