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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
526
Aprio Wealth Management
Georgia
$865K +$853K +9,223 New
FIM
527
Freedom Investment Management
Connecticut
$857K +$259K +2,800 +44%
AIM
528
Acropolis Investment Management
Missouri
$856K -$91.1K -985 -10%
LA
529
LexAurum Advisors
Kansas
$845K -$18.4K -199 -2%
DWA
530
Delta Wealth Advisors
Indiana
$837K +$105K +1,138 +15%
TI
531
Tidal Investments
Wisconsin
$823K -$388K -4,197 -32%
CFG
532
Carr Financial Group
Massachusetts
$817K +$172K +1,860 +27%
TWCA
533
Two West Capital Advisors
Kansas
$816K -$219K -2,372 -21%
KF
534
K2 Financial
California
$807K +$9.25K +100 +1%
FDW
535
Fourth Dimension Wealth
Ohio
$805K -$34.5K -373 -4%
SAI
536
Savvy Advisors Inc
New York
$799K +$563K +6,091 +251%
CA
537
CoreCap Advisors
Michigan
$794K +$379K +4,100 +94%
FWA
538
FSC Wealth Advisors
New York
$793K +$255K +2,762 +49%
UFA
539
US Financial Advisors
Massachusetts
$787K +$73.5K +795 +10%
SP
540
SWS Partners
Ohio
$782K -$89.3K -965 -10%
SF
541
Summit Financial
New Jersey
$780K +$122K +1,314 +19%
AAP
542
Arax Advisory Partners
Colorado
$773K -$121K -1,305 -14%
JSL
543
JT Stratford LLC
Georgia
$773K +$69.2K +748 +10%
LEA
544
Legacy Edge Advisors
New York
$766K +$128K +1,385 +20%
SWP
545
Sagespring Wealth Partners
Tennessee
$762K -$57.1K -617 -7%
GIA
546
Gladstone Institutional Advisory
Florida
$760K -$8.6K -93 -1%
B
547
Barings
North Carolina
$760K – – –
LCWP
548
Legacy Capital Wealth Partners
Arkansas
$752K +$140K +1,515 +23%
WAP
549
Wealthcare Advisory Partners
Pennsylvania
$750K +$25.3K +273 +4%
AL
550
ADE LLC
Maryland
$744K +$9.16K +99 +1%
20 21
22
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