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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
451
Global Assets Advisory
Florida
$1.73M +$545K +5,703 +45%
SWM
452
Scissortail Wealth Management
Oklahoma
$1.73M +$1.74M +18,193 New
LCG
453
Lakeshore Capital Group
Illinois
$1.7M -$26.8K -280 -2%
BWS
454
Buck Wealth Strategies
Colorado
$1.69M +$1.71M +17,851 New
CW
455
CreativeOne Wealth
Kansas
$1.69M -$134K -1,400 -7%
TC
456
Town Capital
Maryland
$1.68M -$23.9K -250 -1%
DSA
457
Droms Strauss Advisors
Missouri
$1.67M – – –
KF
458
K2 Financial
California
$1.67M +$74K +775 +5%
AI
459
Auour Investments
Massachusetts
$1.67M +$51K +534 +3%
AR
460
Advisory Research
Illinois
$1.66M – – –
GWP
461
Gen-Wealth Partners
Michigan
$1.63M +$57.6K +603 +4%
MW
462
Maia Wealth
Colorado
$1.59M -$81.5K -853 -5%
PRAG
463
Portfolio Resources Advisor Group
Florida
$1.57M +$137K +1,438 +10%
JWA
464
JFS Wealth Advisors
Pennsylvania
$1.57M +$1.58M +16,510 New
CPL
465
CAP Partners LLC
Tennessee
$1.54M +$116K +1,218 +8%
IDA
466
Intelligence Driven Advisers
California
$1.54M -$136K -1,428 -8%
FNB
467
Farmers National Bank
Kentucky
$1.52M – – –
CAM
468
Concorde Asset Management
Michigan
$1.52M -$15.3K -160 -1%
WF
469
WealthPoint Financial
North Carolina
$1.51M +$64.9K +679 +4%
BPW
470
Bingham Private Wealth
California
$1.51M -$4.59K -48 -0.3%
SAM
471
Strategy Asset Managers
California
$1.5M -$15.4K -161 -1%
RFN
472
RDA Financial Network
Iowa
$1.49M -$19.2K -201 -1%
BAM
473
BOS Asset Management
Illinois
$1.47M +$19.4K +203 +1%
CIM
474
Capital Investment Management
Missouri
$1.46M +$164K +1,720 +13%
OWP
475
ORG Wealth Partners
Texas
$1.45M -$56.6K -592 -4%
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