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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
151
NTV Asset Management
West Virginia
$339K +$53K +500 +19%
CA
152
Cetera Advisors
Colorado
$306K +$44.1K +416 +17%
SAM
153
Shamrock Asset Management
Texas
$290K -$168K -1,588 -37%
TPP
154
Triangle Peak Partners
California
$289K -$75.3K -710 -21%
AC
155
Alexandria Capital
Virginia
$281K -$20.7K -195 -7%
PAG
156
Private Advisor Group
New Jersey
$270K +$270K +2,547 New
CNB
157
City National Bank
Delaware
$263K -$450K -4,244 -63%
CIA
158
Capital Investment Advisors
Georgia
$245K -$22.5K -212 -8%
BWM
159
Baystate Wealth Management
Massachusetts
$232K – – –
BCI
160
Brinker Capital Investments
Pennsylvania
$229K -$581K -5,475 -72%
OC
161
Oakworth Capital
Alabama
$226K – – –
IFWM
162
Institute for Wealth Management
Colorado
$215K +$215K +2,026 New
FIM
163
Freedom Investment Management
Connecticut
$213K -$64.8K -611 -23%
SF
164
Synovus Financial
Georgia
$212K -$354K -3,342 -63%
SC
165
SouthState Corp
Florida
$206K -$152K -1,434 -43%
RIA
166
Regal Investment Advisors
Michigan
$185K +$162K +1,525 +700%
WTC
167
WhitTier Trust Company
Nevada
$98K – – –
MFS
168
MSI Financial Services
Massachusetts
$87K -$5.51K -52 -6%
TSW
169
Thompson Siegel & Walmsley
Virginia
$80K +$79.5K +750 New
OAM
170
Orinda Asset Management
California
$78K – – –
MP
171
Manifold Partners
California
$76K -$238K -2,249 -76%
ACS
172
Archford Capital Strategies
Illinois
$73.5K +$73.5K +693 New
ACM
173
Antonetti Capital Management
Florida
$71K – – –
CTC
174
Central Trust Company
Missouri
$70K +$23K +217 +49%
PSUF
175
People's United Financial
Connecticut
$64K – – –
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