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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
HS
526
Horan Securities
United States
$310K -$68.8K -628 -18%
LA
527
LexAurum Advisors
Kansas
$308K -$156K -1,424 -33%
ACM
528
Advisors Capital Management
New Jersey
$305K -$288K -2,627 -48%
AWA
529
Arete Wealth Advisors
Illinois
$296K +$299K +2,731 New
WWM
530
Wiser Wealth Management
Georgia
$294K -$71.5K -653 -19%
VWA
531
Visionary Wealth Advisors
Illinois
$294K +$297K +2,710 New
DCM
532
Dimension Capital Management
Florida
$294K +$297K +2,714 New
WDC
533
Woodward Diversified Capital
California
$293K +$296K +2,699 New
DWP
534
Destiny Wealth Partners
Florida
$289K – – –
LWA
535
Lenox Wealth Advisors
New York
$288K +$41.3K +377 +17%
WWM
536
WJ Wealth Management
Arizona
$284K +$37.2K +340 +15%
KFGK
537
Keystone Financial Group (Kentucky)
Kentucky
$283K – – –
CAM
538
Cidel Asset Management
Ontario, Canada
$282K – – –
WWM
539
WT Wealth Management
Arizona
$281K -$278K -2,537 -49%
TA
540
TruWealth Advisors
Louisiana
$281K -$4.38K -40 -2%
BFA
541
Beacon Financial Advisory
Ohio
$279K +$48.6K +444 +21%
RCM
542
Robinson Capital Management
Michigan
$271K -$54.8K -500 -17%
LSPW
543
Lake Street Private Wealth
Illinois
$271K +$1.53K +14 +0.6%
WHG
544
Westwood Holdings Group
Texas
$271K +$274K +2,501 New
EBT
545
Enterprise Bank & Trust
Massachusetts
$269K – – –
FFA
546
Founders Financial Alliance
North Carolina
$268K +$151K +1,377 +127%
GVAG
547
Great Valley Advisor Group
Delaware
$266K +$55.9K +510 +26%
GG
548
Gofen & Glossberg
Illinois
$262K – – –
HB
549
Homrich & Berg
Georgia
$261K -$282K -2,578 -52%
FG
550
Fiduciary Group
Georgia
$261K -$16.4K -150 -6%
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