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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
526
Seed Wealth Management
Illinois
$883K – – –
WPW
527
Watershed Private Wealth
Illinois
$874K -$1.56M -16,869 -64%
AWM
528
Aprio Wealth Management
Georgia
$865K +$853K +9,223 New
FIM
529
Freedom Investment Management
Connecticut
$857K +$259K +2,800 +44%
AIM
530
Acropolis Investment Management
Missouri
$856K -$91.1K -985 -10%
LA
531
LexAurum Advisors
Kansas
$845K -$18.4K -199 -2%
DWA
532
Delta Wealth Advisors
Indiana
$837K +$105K +1,138 +15%
TI
533
Tidal Investments
Wisconsin
$823K -$388K -4,197 -32%
CFG
534
Carr Financial Group
Massachusetts
$817K +$172K +1,860 +27%
TWCA
535
Two West Capital Advisors
Kansas
$816K -$219K -2,372 -21%
KF
536
K2 Financial
California
$807K +$9.25K +100 +1%
FDW
537
Fourth Dimension Wealth
Ohio
$805K -$34.5K -373 -4%
SAI
538
Savvy Advisors Inc
New York
$799K +$563K +6,091 +251%
CA
539
CoreCap Advisors
Michigan
$794K +$379K +4,100 +94%
FWA
540
FSC Wealth Advisors
New York
$793K +$255K +2,762 +49%
UFA
541
US Financial Advisors
Massachusetts
$787K +$73.5K +795 +10%
SP
542
SWS Partners
Ohio
$782K -$89.3K -965 -10%
SF
543
Summit Financial
New Jersey
$780K +$122K +1,314 +19%
AAP
544
Arax Advisory Partners
Colorado
$773K -$121K -1,305 -14%
JSL
545
JT Stratford LLC
Georgia
$773K +$69.2K +748 +10%
LEA
546
Legacy Edge Advisors
New York
$766K +$128K +1,385 +20%
SWP
547
Sagespring Wealth Partners
Tennessee
$762K -$57.1K -617 -7%
GIA
548
Gladstone Institutional Advisory
Florida
$760K -$8.6K -93 -1%
B
549
Barings
North Carolina
$760K – – –
LCWP
550
Legacy Capital Wealth Partners
Arkansas
$752K +$140K +1,515 +23%
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