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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
RTS
376
Round Table Services
New Jersey
$476K +$47K +425 +11%
SP
377
Successful Portfolios
Florida
$472K +$18.7K +169 +4%
BRWA
378
B. Riley Wealth Advisors
Florida
$468K -$5.42K -49 -1%
VA
379
Valmark Advisers
Ohio
$468K +$261K +2,363 +126%
DCM
380
Donaldson Capital Management
Indiana
$461K – – –
HR
381
Hayden Royal
North Carolina
$448K +$20.2K +183 +5%
GA
382
Greytown Advisors
Florida
$445K +$445K +4,028 New
W
383
WealthOne
New York
$441K +$82.9K +750 +23%
TC
384
Truvestments Capital
Florida
$435K +$436K +3,943 New
ECA
385
Elevated Capital Advisors
Utah
$431K -$2.21K -20 -0.5%
B
386
Barings
North Carolina
$431K – – –
SI
387
Stephens Inc
Arkansas
$431K +$8.74K +79 +2%
GM
388
GeoWealth Management
Illinois
$430K -$2.32K -21 -0.5%
OWA
389
Outlook Wealth Advisors
Texas
$422K -$22K -199 -5%
PFA
390
Pettinga Financial Advisors
Indiana
$422K +$138K +1,252 +49%
WPC
391
Waters Parkerson & Co
Louisiana
$420K +$420K +3,800 New
IFG
392
Investors Financial Group
Minnesota
$402K +$17.4K +157 +5%
FHC
393
First Heartland Consultants
Missouri
$400K +$14.4K +130 +4%
PFA
394
Pure Financial Advisors
California
$396K +$396K +3,585 New
TFGT
395
TS Financial Group (TSFG)
Illinois
$394K +$27.9K +252 +8%
EWM
396
Evercore Wealth Management
New York
$392K +$178K +1,610 +83%
WA
397
Winfield Associates
Ohio
$391K – – –
KC
398
Knuff & Co
California
$390K -$65.8K -595 -14%
HS
399
Horan Securities
United States
$384K -$25.5K -231 -6%
SW
400
SteelPeak Wealth
California
$380K +$68.8K +622 +22%
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16
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