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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
401
Spectrum Management Group
Indiana
$708K -$119K -1,143 -14%
WWM
402
Western Wealth Management
Colorado
$705K +$106K +1,016 +17%
AFA
403
American Financial Advisors
Georgia
$701K -$2.09K -20 -0.3%
TCMP
404
Thrive Capital Management (Pennsylvania)
Pennsylvania
$699K -$415K -3,975 -37%
TC
405
Trilogy Capital
California
$698K – – –
MYIA
406
Mount Yale Investment Advisors
Colorado
$697K +$19.3K +185 +3%
MM
407
Main Management
California
$694K -$7.73M -74,102 -92%
VCM
408
Virtue Capital Management
Tennessee
$693K +$247K +2,367 +53%
HFS
409
Haverford Financial Services
Pennsylvania
$689K -$370K -3,543 -34%
1WA
410
180 Wealth Advisors
Washington
$688K -$46.5K -446 -6%
WA
411
WBH Advisory
Maryland
$687K -$854K -8,187 -54%
SI
412
Stephens Inc
Arkansas
$687K -$304K -2,909 -30%
AL
413
ADE LLC
Maryland
$681K -$653K -6,260 -48%
MFG
414
Merit Financial Group
Georgia
$673K +$689K +6,603 New
SFG
415
Summit Financial Group
West Virginia
$671K -$256K -2,455 -27%
TCM
416
Triumph Capital Management
Colorado
$669K +$685K +6,564 New
MWM
417
Maripau Wealth Management
Indiana
$666K +$123K +1,179 +21%
I
418
INVST
Indiana
$644K -$248K -2,372 -26%
KPWS
419
Kestra Private Wealth Services
Texas
$641K -$12.5K -120 -2%
ERIM
420
Eagle Ridge Investment Management
Connecticut
$640K – – –
DIA
421
Dana Investment Advisors
Wisconsin
$632K +$51.5K +493 +9%
LSA
422
Lion Street Advisors
Texas
$630K – – –
ACP
423
Aveo Capital Partners
Colorado
$621K -$32.8K -314 -5%
BAM
424
Belpointe Asset Management
Nevada
$605K -$98.5K -944 -14%
CC
425
Courier Capital
New York
$601K – – –
15 16
17
18 19