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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
426
WealthPLAN Partners
Nebraska
$1.6M -$163K -1,757 -9%
RW
427
Regimen Wealth
Georgia
$1.59M +$92 +1 +0%
KWM
428
Keebeck Wealth Management
Illinois
$1.57M +$259K +2,802 +20%
AWM
429
Axxcess Wealth Management
California
$1.57M -$314K -3,395 -17%
OWP
430
ORG Wealth Partners
Texas
$1.56M -$49.8K -538 -3%
TC
431
Trilogy Capital
California
$1.54M -$55.5K -600 -4%
MW
432
Maia Wealth
Colorado
$1.54M -$218K -2,359 -12%
RF
433
RHS Financial
California
$1.53M -$388K -4,194 -20%
KOCAA
434
Knights of Columbus Asset Advisors
Connecticut
$1.51M +$1.49M +16,100 New
FNB
435
Farmers National Bank
Kentucky
$1.5M -$4.35K -47 -0.3%
GWP
436
Gateway Wealth Partners
Wisconsin
$1.5M -$150K -1,625 -9%
GIA
437
GHP Investment Advisors
Colorado
$1.49M -$68.9K -745 -4%
AW
438
Alteri Wealth
California
$1.49M +$263K +2,842 +22%
TPA
439
Trivium Point Advisory
Connecticut
$1.48M +$408K +4,415 +39%
SWM
440
Silverlake Wealth Management
Vermont
$1.47M -$48.3K -522 -3%
SWM
441
Spire Wealth Management
Virginia
$1.47M -$99.7K -1,078 -6%
TPWA
442
Twin Peaks Wealth Advisors
California
$1.46M -$357K -3,862 -20%
CWA
443
Clearview Wealth Advisors
Oregon
$1.46M -$302K -3,263 -17%
KG
444
Kilter Group
New York
$1.46M -$722K -7,809 -33%
MBT
445
Montecito Bank & Trust
California
$1.44M -$50.4K -545 -3%
LCG
446
Lakeshore Capital Group
Illinois
$1.42M +$1.4M +15,171 New
CAM
447
Concorde Asset Management
Michigan
$1.41M -$288K -3,115 -17%
ISFAN
448
Investor's Fiduciary Advisor Network
Washington
$1.39M -$1.02K -11 -0.1%
EWA
449
Emergent Wealth Advisors
New York
$1.38M +$21.2K +229 +2%
BPC
450
Banque Pictet & Cie
Switzerland
$1.37M +$42.5K +460 +3%
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