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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
201
Holderness Investments Company
North Carolina
$394K – – –
DC
202
Derby & Company
Massachusetts
$390K – – –
BRWA
203
B. Riley Wealth Advisors
Florida
$386K +$175K +1,670 +83%
ACP
204
Aveo Capital Partners
Colorado
$382K +$383K +3,653 New
SMA
205
Simply Money Advisors
Ohio
$379K -$51.2K -488 -12%
FAIM
206
Financial Advocates Investment Management
Washington
$377K -$524K -4,994 -58%
CW
207
CreativeOne Wealth
Kansas
$377K +$378K +3,603 New
SFS
208
Sowell Financial Services
Arkansas
$375K -$448K -4,270 -54%
AWM
209
Avondale Wealth Management
Texas
$368K +$25.9K +247 +8%
PPA
210
Parametric Portfolio Associates
Washington
$366K – – –
TA
211
TMD & Associates
Arizona
$356K – – –
FWIA
212
Fort Washington Investment Advisors
Ohio
$320K -$313K -2,986 -49%
LFG
213
LifePlan Financial Group
Ohio
$320K -$6.08K -58 -2%
DBT
214
Dubuque Bank & Trust
Iowa
$302K +$255K +2,434 +543%
CHAM
215
Clear Harbor Asset Management
Connecticut
$294K +$9.44K +90 +3%
AWS
216
AJ Wealth Strategies
New York
$280K +$281K +2,679 New
DAS
217
Dynamic Advisor Solutions
Arizona
$260K +$260K +2,481 New
GLA
218
Good Life Advisors
Pennsylvania
$254K -$39.2K -374 -13%
CG
219
Colony Group
Massachusetts
$251K -$37.2K -355 -13%
LNB
220
Ledyard National Bank
$251K -$34.1K -325 -12%
FAT
221
First American Trust
California
$251K +$251K +2,395 New
HFS
222
Haverford Financial Services
Pennsylvania
$249K +$4.93K +47 +2%
MBTD
223
Mechanics Bank - Trust Department
California
$245K – – –
MFW
224
Mosaic Family Wealth
Missouri
$245K – – –
CS
225
Comerica Securities
Michigan
$244K -$60.1K -573 -20%
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