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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
351
Patten & Patten
Tennessee
$3.18M +$682K +7,214 +27%
5W
352
5T Wealth
California
$3.18M -$173K -1,831 -5%
RIM
353
Redwood Investment Management
Arizona
$3.13M +$200K +2,110 +7%
SWP
354
Stratos Wealth Partners
Ohio
$3.13M +$92.9K +982 +3%
FHA
355
Flagship Harbor Advisors
Massachusetts
$3.1M +$204K +2,152 +7%
SB
356
Strategic Blueprint
Georgia
$3.05M +$1.31M +13,847 +75%
OCA
357
OpenArc Corporate Advisory
Georgia
$3.04M -$285K -3,016 -9%
SL
358
SWMG LLC
Texas
$3.02M -$66.3K -701 -2%
AA
359
ArborFi Advisors
Michigan
$3.02M +$114K +1,202 +4%
VCP
360
Verus Capital Partners
Arizona
$3M +$228K +2,411 +8%
NB
361
Nicolet Bankshares
Wisconsin
$2.95M +$595K +6,288 +25%
CNC
362
Citizens & Northern Corp
Pennsylvania
$2.94M -$524K -5,537 -15%
TPWA
363
Twin Peaks Wealth Advisors
California
$2.92M +$405K +4,283 +16%
ASG
364
Advisory Solutions Group
Minnesota
$2.88M +$2.88M +30,454 New
JIR
365
James Investment Research
Ohio
$2.85M -$106K -1,121 -4%
AWA
366
ARQ Wealth Advisors
Arizona
$2.85M +$2.89M +30,582 New
AWA
367
Arkadios Wealth Advisors
Georgia
$2.82M -$74.1K -784 -3%
CCC
368
Chesapeake Capital Corp
Florida
$2.79M +$895K +9,461 +47%
TI
369
Tidal Investments
Wisconsin
$2.78M +$895K +9,461 +47%
TWM
370
Tradition Wealth Management
Minnesota
$2.75M +$193K +2,045 +8%
WWM
371
Whalen Wealth Management
Nevada
$2.74M +$37.7K +399 +1%
WWM
372
Western Wealth Management
Colorado
$2.73M +$183K +1,930 +7%
SC
373
Sierra Capital
Florida
$2.73M – – –
PTC
374
Private Trust Company
Ohio
$2.67M -$44.4K -470 -2%
CFG
375
Cassilly Financial Group
Maryland
$2.64M +$47.2K +499 +2%
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