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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
151
Cahaba Wealth Management
Georgia
$1.15M +$386K +3,721 +50%
CCM
152
Crabel Capital Management
California
$1.11M +$269K +2,587 +32%
HCM
153
Hudson Capital Management
New Jersey
$1.11M -$683K -6,584 -38%
TC
154
Trilogy Capital
California
$1.08M +$1.09M +10,462 New
QCMNJ
155
Quantum Capital Management (New Jersey)
New Jersey
$1.07M -$104 -1 -0%
FM
156
Forward Management
California
$1.07M +$137K +1,323 +15%
RJT
157
Raymond James Trust
Florida
$1.06M -$114K -1,100 -10%
FC
158
FCA Corp
Texas
$1.05M +$212K +2,039 +25%
SI
159
Stephens Inc
Arkansas
$1.04M -$144K -1,383 -12%
IP
160
Intellectus Partners
California
$1.01M +$99.2K +956 +11%
LWM
161
Lenox Wealth Management
Ohio
$983K +$946K +9,117 New
BAM
162
Belpointe Asset Management
Nevada
$965K +$969K +9,335 New
BC
163
Bartlett & Co
Ohio
$953K +$6.02K +58 +0.6%
BCWM
164
Bartlett & Co Wealth Management
Ohio
$953K +$6.02K +58 +0.6%
CC
165
Cedar Capital
Illinois
$949K +$90.5K +872 +10%
DIA
166
Dana Investment Advisors
Wisconsin
$947K -$32.2K -310 -3%
WAM
167
Watermark Asset Management
California
$937K -$30.2K -291 -3%
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$921K -$14K -135 -1%
UB
169
UMB Bank
Missouri
$829K – – –
RWMH
170
Riverpoint Wealth Management Holdings
Illinois
$808K +$5.29K +51 +0.7%
CCA
171
Cobblestone Capital Advisors
New York
$806K +$73.2K +705 +10%
MWM
172
Merriman Wealth Management
Washington
$781K +$23.7K +228 +3%
SCA
173
Snowden Capital Advisors
New York
$779K +$11.6K +112 +2%
MRC
174
Millburn Ridgefield Corp
New York
$747K +$208K +2,002 +38%
CA
175
Continuum Advisory
Idaho
$740K -$212K -2,044 -22%
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