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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
526
Lincoln National Corp
Pennsylvania
$317K +$318K +2,928 New
RWM
527
Rezny Wealth Management
Florida
$313K – – –
RWB
528
RMR Wealth Builders
New Jersey
$313K +$314K +2,899 New
DWMG
529
DB Wealth Management Group
California
$304K -$399K -3,676 -57%
PWPCM
530
Perella Weinberg Partners Capital Management
New York
$300K -$4.36M -40,186 -94%
WP
531
WealthPLAN Partners
Nebraska
$300K -$79.3K -731 -21%
IFG
532
Independent Financial Group
California
$298K -$50K -461 -14%
MSL
533
Mackay Shields LLC
New York
$296K +$297K +2,737 New
OWA
534
Outlook Wealth Advisors
Texas
$284K -$26.7K -246 -9%
KFGK
535
Keystone Financial Group (Kentucky)
Kentucky
$282K -$6.83K -63 -2%
LWA
536
Lenox Wealth Advisors
New York
$282K -$6.51K -60 -2%
TA
537
TruWealth Advisors
Louisiana
$280K – – –
PWMG
538
Prestige Wealth Management Group
New Jersey
$276K +$86.8K +800 +46%
RPG
539
Resource Planning Group
Georgia
$272K +$7.05K +65 +3%
SAM
540
Strategic Asset Management
Minnesota
$271K +$273K +2,513 New
EBT
541
Enterprise Bank & Trust
Massachusetts
$269K – – –
APA
542
American Portfolios Advisors
New York
$268K +$14.4K +133 +6%
TC
543
Truvestments Capital
Florida
$265K -$122K -1,127 -31%
FFA
544
Founders Financial Alliance
North Carolina
$265K +$16.1K +148 +6%
WWM
545
WT Wealth Management
Arizona
$263K -$5.21K -48 -2%
KPWS
546
Kestra Private Wealth Services
Texas
$262K +$262K +2,420 New
LSPW
547
Lake Street Private Wealth
Illinois
$258K – – –
NAMM
548
NorthStar Asset Management (Massachusetts)
Massachusetts
$256K +$257K +2,370 New
TA
549
TrueWealth Advisors
Alabama
$247K +$43.3K +399 +21%
SIM
550
Sonora Investment Management
Arizona
$246K +$247K +2,279 New
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