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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
501
Maryland Capital Management
Maryland
$365K +$365K +3,311 New
TWM
502
TMD Wealth Management
Arizona
$365K +$365K +3,318 New
SHGA
503
Sand Hill Global Advisors
California
$363K – – –
GSWM
504
Golden State Wealth Management
California
$363K +$363K +3,299 New
LW
505
Linscomb Wealth
Texas
$361K – – –
WF
506
Welch & Forbes
Massachusetts
$359K +$141K +1,280 +65%
W
507
WealthOne
New York
$355K -$85.4K -776 -19%
MC
508
Moors & Cabot
Massachusetts
$353K -$4.84K -44 -1%
BW
509
Bison Wealth
Georgia
$350K +$128K +1,167 +58%
LPIC
510
LeJeune Puetz Investment Counsel
Michigan
$342K – – –
CBFP
511
Cedar Brook Financial Partners
Ohio
$341K +$51.3K +466 +18%
RW
512
Rede Wealth
Virginia
$332K +$332K +3,012 New
MWM
513
Mattern Wealth Management
Kansas
$330K – – –
RCM
514
Robinson Capital Management
Michigan
$330K – – –
PWMG
515
Prestige Wealth Management Group
New Jersey
$329K -$24.9K -226 -7%
TCWA
516
Ten Capital Wealth Advisors
Washington
$328K +$328K +2,981 New
NAM
517
NTV Asset Management
West Virginia
$325K +$33.4K +303 +11%
CWM
518
Cedar Wealth Management
California
$321K -$330 -3 -0.1%
DTC
519
Davidson Trust Company
Washington
$321K – – –
RWM
520
Rezny Wealth Management
Florida
$318K – – –
CHAM
521
Clear Harbor Asset Management
Connecticut
$315K – – –
BWCS
522
Beirne Wealth Consulting Services
Connecticut
$313K -$23.8K -216 -7%
EL
523
EQ LLC
Washington
$309K +$309K +2,810 New
WP
524
WealthPLAN Partners
Nebraska
$296K +$296K +2,686 New
DWP
525
Destiny Wealth Partners
Florida
$294K +$294K +2,670 New
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