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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
326
Merit Financial Group
Georgia
$1.11M +$465K +4,742 +72%
SPAS
327
Spectrum Planning & Advisory Services
California
$1.07M -$179K -1,823 -14%
KWS
328
Keystone Wealth Services
California
$1.05M -$7.06K -72 -0.7%
PG
329
Patten Group
Tennessee
$1.05M -$14K -143 -1%
DADC
330
D.A. Davidson & Co
Montana
$1.05M -$387K -3,948 -27%
CWS
331
Cypress Wealth Services
California
$1.04M +$58.8K +600 +6%
AWM
332
Alterna Wealth Management
Texas
$1.04M +$169K +1,722 +19%
MA
333
Mutual Advisors
Nebraska
$1.04M -$473K -4,822 -31%
SFM
334
Signet Financial Management
New Jersey
$1.03M -$1.09M -11,114 -51%
PA
335
Parallel Advisors
California
$1.03M -$226K -2,305 -18%
OPS
336
Orion Portfolio Solutions
Nebraska
$1.03M +$60.7K +619 +6%
CAM
337
Cresset Asset Management
Illinois
$1.02M -$24.2K -247 -2%
HWMA
338
Heritage Wealth Management (Arizona)
Arizona
$1M -$872K -8,894 -46%
GIA
339
Gladstone Institutional Advisory
Florida
$984K -$29.3K -299 -3%
RW
340
Rede Wealth
Virginia
$982K -$100K -1,021 -9%
VWM
341
Venturi Wealth Management
Texas
$981K +$987K +10,067 New
MHB
342
Midwest Heritage Bank
Iowa
$966K -$178K -1,818 -16%
UB
343
UMB Bank
Missouri
$965K -$2.14M -21,779 -69%
JWCA
344
J.W. Cole Advisors
Florida
$957K -$306K -3,122 -24%
FFA
345
Fragasso Financial Advisors
Pennsylvania
$949K +$955K +9,733 New
HFW
346
Horizon Family Wealth
Illinois
$942K -$156K -1,594 -14%
MAG
347
Mayfair Advisory Group
Alabama
$940K +$918K +9,363 New
GFPC
348
Global Financial Private Client
Florida
$933K -$279K -2,844 -23%
MFG
349
MidWestOne Financial Group
Iowa
$923K -$49.3K -503 -5%
AF
350
Advisornet Financial
Minnesota
$916K -$49.5K -505 -5%
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