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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
JFS
526
JD Financial Services
Pennsylvania
$293K +$293K +2,660 New
APA
527
American Portfolios Advisors
New York
$292K +$147K +1,339 +102%
TA
528
TruWealth Advisors
Louisiana
$290K +$290K +2,633 New
LFAS
529
Level Four Advisory Services
Texas
$287K -$5.95K -54 -2%
KFGK
530
Keystone Financial Group (Kentucky)
Kentucky
$287K – – –
CAM
531
Cidel Asset Management
Ontario, Canada
$286K -$286K -2,600 Closed
FG
532
Fiduciary Group
Georgia
$281K -$23.7K -215 -8%
DL
533
DOHJ LLC
Washington
$279K +$5.95K +54 +2%
EBT
534
Enterprise Bank & Trust
Massachusetts
$274K – – –
LSPW
535
Lake Street Private Wealth
Illinois
$274K +$274K +2,488 New
WA
536
Wealth Alliance
New York
$268K +$268K +2,430 New
GG
537
Gofen & Glossberg
Illinois
$266K +$266K +2,416 New
KWA
538
KCS Wealth Advisory
California
$265K -$2.34M -21,258 -90%
SFG
539
SevenBridge Financial Group
Pennsylvania
$264K -$2.42K -22 -0.9%
FWIA
540
Fort Washington Investment Advisors
Ohio
$264K – – –
GIA
541
Gladstone Institutional Advisory
Florida
$262K +$7.27K +66 +3%
RIA
542
Realta Investment Advisors
Delaware
$261K +$4.29K +39 +2%
PFS
543
Prospera Financial Services
Texas
$260K -$17.6K -160 -6%
CG
544
Colony Group
Massachusetts
$259K -$115K -1,044 -31%
AIA
545
Angeles Investment Advisors
California
$253K -$4.65M -42,200 -95%
EWMCB
546
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$253K – – –
AWM
547
Altium Wealth Management
New York
$252K +$43.5K +395 +21%
LWA
548
Lenox Wealth Advisors
New York
$251K +$1.32K +12 +0.5%
WWM
549
WJ Wealth Management
Arizona
$251K +$250K +2,275 New
PFA
550
Pinnacle Family Advisors
Missouri
$248K +$248K +2,248 New
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