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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
451
Strategic Blueprint
Georgia
$1.75M -$111K -1,167 -6%
CFIA
452
Cantor Fitzgerald Investment Advisors
New York
$1.75M +$290K +3,032 +20%
GAA
453
Global Assets Advisory
Florida
$1.73M +$545K +5,703 +45%
SWM
454
Scissortail Wealth Management
Oklahoma
$1.73M +$1.74M +18,193 New
LCG
455
Lakeshore Capital Group
Illinois
$1.7M -$26.8K -280 -2%
BWS
456
Buck Wealth Strategies
Colorado
$1.69M +$1.71M +17,851 New
CW
457
CreativeOne Wealth
Kansas
$1.69M -$134K -1,400 -7%
TC
458
Town Capital
Maryland
$1.68M -$23.9K -250 -1%
DSA
459
Droms Strauss Advisors
Missouri
$1.67M – – –
KF
460
K2 Financial
California
$1.67M +$74K +775 +5%
AI
461
Auour Investments
Massachusetts
$1.67M +$51K +534 +3%
AR
462
Advisory Research
Illinois
$1.66M – – –
GWP
463
Gen-Wealth Partners
Michigan
$1.63M +$57.6K +603 +4%
MW
464
Maia Wealth
Colorado
$1.59M -$81.5K -853 -5%
PRAG
465
Portfolio Resources Advisor Group
Florida
$1.57M +$137K +1,438 +10%
JWA
466
JFS Wealth Advisors
Pennsylvania
$1.57M +$1.58M +16,510 New
CPL
467
CAP Partners LLC
Tennessee
$1.54M +$116K +1,218 +8%
IDA
468
Intelligence Driven Advisers
California
$1.54M -$136K -1,428 -8%
FNB
469
Farmers National Bank
Kentucky
$1.52M – – –
CAM
470
Concorde Asset Management
Michigan
$1.52M -$15.3K -160 -1%
WF
471
WealthPoint Financial
North Carolina
$1.51M +$64.9K +679 +4%
BPW
472
Bingham Private Wealth
California
$1.51M -$4.59K -48 -0.3%
SAM
473
Strategy Asset Managers
California
$1.5M -$15.4K -161 -1%
RFN
474
RDA Financial Network
Iowa
$1.49M -$19.2K -201 -1%
BAM
475
BOS Asset Management
Illinois
$1.47M +$19.4K +203 +1%
17 18
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