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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
451
Proficio Capital Partners
Massachusetts
$1.77M -$352K -3,726 -17%
SWM
452
Scissortail Wealth Management
Oklahoma
$1.77M +$45.7K +483 +3%
KF
453
K2 Financial
California
$1.75M +$97.4K +1,030 +6%
SSWM
454
Sheets Smith Wealth Management
North Carolina
$1.75M -$2.27K -24 -0.1%
GWP
455
Gen-Wealth Partners
Michigan
$1.75M +$127K +1,347 +8%
SAM
456
Strategy Asset Managers
California
$1.72M +$222K +2,352 +15%
JWA
457
JFS Wealth Advisors
Pennsylvania
$1.72M +$158K +1,672 +10%
GC
458
Guggenheim Capital
Illinois
$1.71M +$1.71M +18,113 New
KG
459
Kilter Group
New York
$1.7M -$372K -3,934 -18%
CW
460
CreativeOne Wealth
Kansas
$1.7M +$14.7K +155 +0.9%
AI
461
Auour Investments
Massachusetts
$1.69M +$33.5K +354 +2%
TWCA
462
Two West Capital Advisors
Kansas
$1.68M +$302K +3,198 +22%
TPCW
463
TD Private Client Wealth
New York
$1.68M -$1.37M -14,501 -45%
IAS
464
IMA Advisory Services
Colorado
$1.67M +$1.67M +17,671 New
CIM
465
Capital Investment Management
Missouri
$1.67M +$217K +2,296 +15%
PRAG
466
Portfolio Resources Advisor Group
Florida
$1.67M +$105K +1,110 +7%
AFG
467
Atomi Financial Group
New York
$1.66M -$705K -7,454 -30%
AR
468
Advisory Research
Illinois
$1.66M – – –
BAM
469
BOS Asset Management
Illinois
$1.64M +$183K +1,930 +12%
WF
470
WealthPoint Financial
North Carolina
$1.63M +$131K +1,390 +9%
RFN
471
RDA Financial Network
Iowa
$1.61M +$131K +1,385 +9%
CFD
472
Creative Financial Designs
Indiana
$1.59M -$680K -7,195 -30%
TWP
473
Tyche Wealth Partners
Texas
$1.58M +$309K +3,272 +24%
CJ
474
Caitlin John
Michigan
$1.57M +$1.57M +16,635 +103,969%
BWS
475
Buck Wealth Strategies
Colorado
$1.57M -$120K -1,266 -7%
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