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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
401
Maia Wealth
Colorado
$1.91M +$248K +2,621 +15%
DFC
402
DB Fitzpatrick & Co
Idaho
$1.89M +$16.4K +174 +0.9%
DADC
403
D.A. Davidson & Co
Montana
$1.88M +$248K +2,622 +15%
GIA
404
GHP Investment Advisors
Colorado
$1.87M +$15.7K +166 +0.9%
NCFG
405
New Century Financial Group
New Jersey
$1.87M -$236K -2,500 -11%
QPWM
406
Quadrant Private Wealth Management
Pennsylvania
$1.87M -$87.8K -929 -5%
TPWA
407
TRUE Private Wealth Advisors
Oregon
$1.86M -$84.2K -891 -4%
BBHC
408
Brown Brothers Harriman & Co
New York
$1.86M – – –
SAS
409
Stelac Advisory Services
New York
$1.83M +$304K +3,213 +20%
DG
410
DMC Group
Alabama
$1.83M +$108K +1,141 +6%
VPA
411
Vernal Point Advisors
California
$1.82M – – –
SB
412
Strategic Blueprint
Georgia
$1.79M +$11K +116 +0.6%
DFCM
413
Dark Forest Capital Management
Puerto Rico
$1.79M +$642K +6,797 +57%
CAAS
414
Capital Asset Advisory Services
Michigan
$1.77M +$1.77M +18,710 New
KC
415
Kepos Capital
New York
$1.75M -$586K -6,200 -25%
FWP
416
Firethorn Wealth Partners
Georgia
$1.73M -$53.6K -567 -3%
CIA
417
Concurrent Investment Advisors
Florida
$1.72M +$44.7K +473 +3%
CWA
418
Clearview Wealth Advisors
Oregon
$1.72M +$173K +1,826 +11%
WWM
419
Western Wealth Management
Colorado
$1.72M +$251K +2,654 +17%
WP
420
WealthPLAN Partners
Nebraska
$1.71M -$7.84K -83 -0.5%
SWM
421
Scissortail Wealth Management
Oklahoma
$1.68M -$1.61M -17,084 -99%
AR
422
Advisory Research
Illinois
$1.68M – – –
OWP
423
ORG Wealth Partners
Texas
$1.66M +$1.64M +17,369 New
RIM
424
Redwood Investment Management
Arizona
$1.65M +$82.6K +874 +5%
RF
425
RHS Financial
California
$1.65M +$341K +3,603 +26%
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