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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
451
Homrich & Berg
Georgia
$549K -$142K -1,286 -21%
BTWM
452
Baker Tilly Wealth Management
Wisconsin
$548K +$548K +4,980 New
TIAM2
453
Tru Independence Asset Management 2
Oregon
$546K +$546K +4,956 New
IP
454
Intellectus Partners
California
$545K +$52.2K +474 +11%
DT
455
Daniels + Tansey
Delaware
$538K -$11.3M -102,472 -95%
SG
456
StoneX Group
New York
$536K +$202K +1,830 +60%
SP
457
Successful Portfolios
Florida
$522K +$51.3K +466 +11%
VC
458
Veracity Capital
Georgia
$518K +$518K +4,707 New
BFS
459
Bickling Financial Services
Massachusetts
$508K +$508K +4,616 New
TFA
460
Teamwork Financial Advisors
Texas
$507K +$507K +4,605 New
WWM
461
Western Wealth Management
Colorado
$498K -$156K -1,421 -24%
VWM
462
Vigilare Wealth Management
Arizona
$498K – – –
VHAM
463
Van Hulzen Asset Management
California
$493K +$493K +4,481 New
BEI
464
Benjamin Edwards Inc
Missouri
$492K +$454K +4,123 +1,202%
TPA
465
Trivium Point Advisory
Connecticut
$489K +$489K +4,437 New
FEM
466
Fulcrum Equity Management
Texas
$481K -$110K -1,001 -19%
LA
467
LexAurum Advisors
Kansas
$470K +$469K +4,263 New
DCM
468
Donaldson Capital Management
Indiana
$460K – – –
MCWS
469
McKinley Carter Wealth Services
West Virginia
$457K +$457K +4,148 New
FCCM
470
First City Capital Management
Georgia
$447K +$447K +4,060 New
TC
471
Truvestments Capital
Florida
$434K – – –
ECA
472
Elevated Capital Advisors
Utah
$434K +$1.87K +17 +0.4%
CA
473
Capital Advantage
California
$432K -$51.8K -470 -11%
B
474
Barings
North Carolina
$430K – – –
KPWS
475
Kestra Private Wealth Services
Texas
$422K -$1.14M -10,347 -73%
17 18
19
20 21