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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
501
Resurgent Financial Advisors
Georgia
$944K +$216K +2,282 +30%
WAP
502
Wealthcare Advisory Partners
Pennsylvania
$931K +$11.8K +125 +1%
CFG
503
Carr Financial Group
Massachusetts
$930K +$24.2K +256 +3%
EFG
504
Elios Financial Group
Ohio
$925K +$912K +9,652 New
CFG
505
Cooper Financial Group
California
$923K +$88.6K +937 +11%
SI
506
Stephens Inc
Arkansas
$914K -$16.1M -170,307 -95%
SP
507
SWS Partners
Ohio
$911K -$106K -1,119 -11%
FA
508
FC Advisory
Pennsylvania
$907K +$2.93K +31 +0.3%
SWM
509
Seed Wealth Management
Illinois
$903K – – –
TWCA
510
Two West Capital Advisors
Kansas
$897K +$105K +1,107 +13%
AIM
511
Acropolis Investment Management
Missouri
$889K +$8.41K +89 +1%
PFG
512
Pacific Financial Group
Washington
$885K -$34.5K -365 -4%
1WA
513
180 Wealth Advisors
Washington
$881K -$96K -1,016 -10%
CWP
514
Cyndeo Wealth Partners
Florida
$866K +$77.1K +816 +10%
PB
515
Pinnacle Bancorp
Nebraska
$855K +$35.7K +378 +4%
UB
516
UMB Bank
Missouri
$851K – – –
OSNBOA
517
Old Second National Bank of Aurora
Illinois
$850K +$28.5K +302 +4%
PCM
518
Parsons Capital Management
Rhode Island
$841K -$372K -3,932 -31%
FCBT
519
First Citizens Bank & Trust
North Carolina
$840K +$135K +1,432 +20%
NB
520
NBT Bank
New York
$837K -$92.2K -975 -10%
APC
521
Aspire Private Capital
North Carolina
$837K +$163K +1,727 +25%
LA
522
LexAurum Advisors
Kansas
$835K +$4.73K +50 +0.6%
ECM
523
Evergreen Capital Management
Washington
$829K -$2.84K -30 -0.3%
AA
524
Alesco Advisors
New York
$813K +$87K +920 +12%
FA
525
Fermata Advisors
California
$808K +$236K +2,495 +42%
19 20
21
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