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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
401
ShoreHaven Wealth Partners
New Jersey
$2.09M -$92.5K -970 -4%
TC
402
Trilogy Capital
California
$2.08M -$16.9K -177 -0.8%
GWANC
403
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.06M +$68.2K +715 +3%
MFG
404
MidWestOne Financial Group
Iowa
$2.03M +$276K +2,894 +16%
TW
405
Traveka Wealth
California
$2.01M +$860K +9,016 +75%
CWM
406
Curtis Wealth Management
Nevada
$2.01M +$2M +20,948 New
PFPG
407
Pinnacle Financial Partners (Georgia)
Georgia
$1.99M +$1.99M +20,878 New
LAA
408
Liberty Atlantic Advisors
Texas
$1.99M +$1.99M +20,854 New
WWM
409
Whalen Wealth Management
Nevada
$1.97M +$1.97M +20,686 New
SAS
410
Stelac Advisory Services
New York
$1.97M -$50.1K -525 -2%
AFG
411
Atomi Financial Group
New York
$1.95M -$9.99M -104,776 -84%
RF
412
RHS Financial
California
$1.94M -$685K -7,186 -26%
JMA
413
J.M. Arbour
Maine
$1.92M +$1.93M +20,191 New
BFG
414
Buttonwood Financial Group
Missouri
$1.92M -$755K -7,913 -28%
WP
415
WealthPLAN Partners
Nebraska
$1.91M +$50.7K +532 +3%
RIS
416
Richmond Investment Services
Wisconsin
$1.91M +$120K +1,255 +7%
KG
417
Kilter Group
New York
$1.89M +$20.9K +219 +1%
PC
418
Payne Capital
Oregon
$1.88M +$20.7K +217 +1%
BWA
419
BCU Wealth Advisors
Illinois
$1.87M -$34.5K -362 -2%
SB
420
Strategic Blueprint
Georgia
$1.87M -$123K -1,292 -6%
BBHC
421
Brown Brothers Harriman & Co
New York
$1.86M +$13.4K +141 +0.7%
SSWM
422
Sheets Smith Wealth Management
North Carolina
$1.84M -$10.4K -109 -0.6%
SFS
423
Sowell Financial Services
Arkansas
$1.84M +$982K +10,291 +114%
LIA
424
LifePlan Investment Advisors
North Carolina
$1.84M +$114K +1,193 +7%
CW
425
CreativeOne Wealth
Kansas
$1.83M -$164K -1,715 -8%
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