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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
501
Teamwork Financial Advisors
Texas
$639K -$963K -10,238 -60%
TW
502
TrinityPoint Wealth
Connecticut
$636K +$73.5K +782 +13%
TA
503
TrueWealth Advisors
Alabama
$628K +$73.8K +785 +13%
TF
504
TimeScale Financial
Massachusetts
$627K -$92.7K -986 -13%
MSAGDF
505
Moneda SA Administradora General de Fondos
Chile
$622K – – –
FF
506
Friedenthal Financial
New Jersey
$620K -$941 -10 -0.2%
FCA
507
FinTrust Capital Advisors
South Carolina
$620K – – –
JSL
508
JT Stratford LLC
Georgia
$610K +$3.57K +38 +0.6%
SG
509
StoneX Group
New York
$604K -$10.8K -115 -2%
CA
510
Continuum Advisory
Idaho
$603K +$283K +3,007 +87%
EWA
511
Evolution Wealth Advisors
Florida
$597K +$132K +1,401 +28%
FCBT
512
First Citizens Bank & Trust
North Carolina
$588K +$184K +1,959 +45%
1WA
513
180 Wealth Advisors
Washington
$587K -$8.56K -91 -1%
WEG
514
World Equity Group
Illinois
$585K +$273K +2,907 +87%
PFA
515
Pinnacle Family Advisors
Missouri
$584K +$6.02K +64 +1%
FA
516
Fiduciary Alliance
South Carolina
$578K +$583K +6,197 New
JWCA
517
J.W. Cole Advisors
Florida
$574K -$908K -9,658 -61%
CIC
518
Cutler Investment Counsel
Oregon
$571K -$1.71M -18,168 -75%
GIA
519
Gladstone Institutional Advisory
Florida
$568K -$50.2K -534 -8%
CC
520
Courier Capital
New York
$566K – – –
DIA
521
Dana Investment Advisors
Wisconsin
$554K -$6.3K -67 -1%
RIM
522
Rockbridge Investment Management
New York
$552K – – –
BFA
523
Beacon Financial Advisory
Ohio
$551K +$75.5K +803 +16%
WAL
524
W Advisors LLC
Tennessee
$549K -$118K -1,256 -18%
HAS
525
HBW Advisory Services
California
$540K +$190K +2,015 +53%
19 20
21
22 23