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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
426
First Heartland Consultants
Missouri
$1.08M +$68K +723 +7%
CAM
427
Concorde Asset Management
Michigan
$1.07M +$214K +2,271 +25%
NW
428
NewEdge Wealth
Pennsylvania
$1.07M +$722K +7,677 +205%
DADC
429
D.A. Davidson & Co
Montana
$1.06M -$65.8K -700 -6%
WWP
430
WR Wealth Planners
Missouri
$1.06M -$26.2K -279 -2%
BTWM
431
Baker Tilly Wealth Management
Wisconsin
$1.05M -$29.1K -309 -3%
AFG
432
Atomi Financial Group
New York
$1.04M +$1.05M +11,170 New
SPAS
433
Spectrum Planning & Advisory Services
California
$1.02M +$85.8K +912 +9%
CAL
434
Capital Analysts LLC
Pennsylvania
$1.02M +$107K +1,134 +12%
TPCW
435
TD Private Client Wealth
New York
$992K +$941 +10 +0.1%
CWA
436
Clearview Wealth Advisors
Oregon
$990K -$140K -1,490 -12%
CPG
437
Cornerstone Planning Group
New Jersey
$972K +$980K +10,420 New
WFC
438
Western Financial Corp
California
$966K -$39K -415 -4%
CMI
439
Clare Market Investments
Texas
$964K -$148K -1,575 -13%
WAP
440
Wealthcare Advisory Partners
Pennsylvania
$948K -$26.4M -280,366 -97%
DFG
441
Delphi Financial Group
Delaware
$933K – – –
AIM
442
Acropolis Investment Management
Missouri
$929K -$360K -3,829 -28%
BIA
443
Bigelow Investment Advisors
Maine
$925K +$932K +9,914 New
TI
444
tru Independence
Oregon
$911K -$21.7K -231 -2%
KWM
445
Keebeck Wealth Management
Illinois
$889K +$83.3K +886 +10%
AA
446
Advisory Alpha
Michigan
$879K +$886K +9,425 New
CC
447
Cypress Capital
Tennessee
$878K +$886K +9,417 New
LA
448
LexAurum Advisors
Kansas
$877K +$24.8K +264 +3%
FNBT
449
FineMark National Bank & Trust
Florida
$868K -$137K -1,456 -14%
MC
450
Moors & Cabot
Massachusetts
$857K +$137K +1,461 +19%
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