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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
401
Alterna Wealth Management
Texas
$1.65M +$541K +5,937 +49%
WP
402
WealthPLAN Partners
Nebraska
$1.65M +$69.8K +766 +4%
DG
403
DMC Group
Alabama
$1.65M +$81.3K +893 +5%
PFS
404
Prospera Financial Services
Texas
$1.62M +$443K +4,862 +38%
AR
405
Advisory Research
Illinois
$1.61M – – –
CIA
406
Concurrent Investment Advisors
Florida
$1.6M -$2.12M -23,261 -57%
SWM
407
Scissortail Wealth Management
Oklahoma
$1.58M -$15.4K -169 -1%
DADC
408
D.A. Davidson & Co
Montana
$1.56M +$139K +1,521 +10%
IDBONY
409
Israel Discount Bank of New York
New York
$1.56M -$640K -7,029 -29%
SWM
410
Spire Wealth Management
Virginia
$1.55M -$3.86M -42,357 -72%
NP
411
NorthRock Partners
Minnesota
$1.55M -$2.06M -22,599 -57%
GWP
412
Gateway Wealth Partners
Wisconsin
$1.54M +$39.5K +434 +3%
TC
413
Trilogy Capital
California
$1.53M +$602K +6,611 +66%
SPC
414
Sigma Planning Corp
Michigan
$1.52M +$38.1K +418 +3%
GM
415
GeoWealth Management
Illinois
$1.51M -$3.18M -34,929 -68%
OC
416
Oppenheimer & Co
New York
$1.51M +$98.6K +1,083 +7%
RIM
417
Redwood Investment Management
Arizona
$1.5M +$154K +1,693 +12%
RW
418
Regimen Wealth
Georgia
$1.49M +$209K +2,292 +16%
CWA
419
Clearview Wealth Advisors
Oregon
$1.48M -$1.2M -13,201 -45%
FNB
420
Farmers National Bank
Kentucky
$1.48M – – –
SAS
421
Stelac Advisory Services
New York
$1.46M +$76.1K +835 +6%
VFPW
422
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.46M -$334K -3,672 -19%
LSA
423
Lion Street Advisors
Texas
$1.43M +$706K +7,748 +99%
AA
424
Axiom Advisory
California
$1.41M +$1.41M +15,498 New
DWT
425
Dorsey & Whitney Trust
South Dakota
$1.41M +$91 +1 +0%
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17
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