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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
526
Intellectus Partners
California
$311K – – –
KWA
527
KCS Wealth Advisory
California
$308K -$197K -1,888 -38%
PFM
528
Phillips Financial Management
Indiana
$308K +$316K +3,027 New
EWA
529
EverSource Wealth Advisors
Alabama
$303K -$714K -6,844 -70%
AWM
530
Avaii Wealth Management
Wisconsin
$301K +$309K +2,961 New
IFG
531
Independent Financial Group
California
$300K +$19.8K +190 +7%
HIM
532
Hanlon Investment Management
New Jersey
$300K +$56.1K +538 +22%
CWM
533
C2C Wealth Management
Arizona
$299K – – –
D
534
Diversified
Delaware
$298K +$306K +2,930 New
SHGA
535
Sand Hill Global Advisors
California
$297K +$89.1K +854 +41%
MBT
536
Montecito Bank & Trust
California
$296K +$304K +2,910 New
SFO
537
Stokes Family Office
Louisiana
$293K -$50K -479 -14%
FPAS
538
Focus Partners Advisor Solutions
Missouri
$293K +$301K +2,880 New
GLLW
539
Graves Light Lenhart Wealth
Virginia
$288K +$731 +7 +0.2%
TA
540
TrueWealth Advisors
Alabama
$287K – – –
PWPCM
541
Perella Weinberg Partners Capital Management
New York
$283K – – –
PFS
542
Prospera Financial Services
Texas
$283K +$55.8K +535 +24%
RFN
543
RDA Financial Network
Iowa
$277K +$284K +2,722 New
BWM
544
Bulltick Wealth Management
Florida
$277K -$114K -1,096 -29%
SG
545
Strid Group
Pennsylvania
$272K +$278K +2,667 New
HS
546
Horan Securities
United States
$268K -$7.83K -75 -3%
WP
547
WealthPLAN Partners
Nebraska
$267K +$1.15K +11 +0.4%
WIM
548
WealthPlan Investment Management
Nebraska
$267K +$284K +2,718 New
KFGK
549
Keystone Financial Group (Kentucky)
Kentucky
$266K +$417 +4 +0.2%
TA
550
TruWealth Advisors
Louisiana
$264K – – –
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