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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
526
Carter Financial Group
Illinois
$846K -$265K -2,818 -24%
CFG
527
Carr Financial Group
Massachusetts
$846K +$8.92K +95 +1%
PCM
528
Presidio Capital Management
California
$835K +$138K +1,473 +20%
WAP
529
Wealthcare Advisory Partners
Pennsylvania
$830K +$28.5K +303 +4%
SF
530
Summit Financial
New Jersey
$826K +$68.1K +725 +9%
CWP
531
Cyndeo Wealth Partners
Florida
$824K +$13.8K +147 +2%
DWA
532
Delta Wealth Advisors
Indiana
$818K +$6.11K +65 +0.8%
CIC
533
Concord Investment Counsel
California
$815K +$805K +8,565 New
APC
534
Aspire Private Capital
North Carolina
$815K +$21.6K +230 +3%
RWS
535
Retirement Wealth Solutions
Wisconsin
$813K +$76.8K +817 +11%
PFG
536
Pacific Financial Group
Washington
$813K +$57.7K +614 +8%
SWM
537
Steinberganna Wealth Management
New York
$810K +$800K +8,512 New
NFTC
538
North Forty Two & Co
Oregon
$802K +$252K +2,680 +47%
BW
539
Balance Wealth
Ohio
$802K -$151K -1,611 -16%
CIAS
540
Capital Investment Advisory Services
North Carolina
$801K +$94.5K +1,006 +14%
DPI
541
Diversified Portfolios Inc
Michigan
$778K – – –
GAA
542
Global Assets Advisory
Florida
$776K -$25.9K -276 -3%
DC
543
Davenport & Co
Virginia
$772K +$74K +788 +11%
CBU
544
CIBC Bancorp USA
Illinois
$769K +$760K +8,085 New
SP
545
SWS Partners
Ohio
$764K +$658 +7 +0.1%
WCM
546
WealthTrak Capital Management
Virginia
$751K +$229K +2,441 +45%
GIA
547
Gladstone Institutional Advisory
Florida
$745K -$42.9K -457 -6%
UAG
548
United Advisor Group
Ohio
$743K +$67.1K +714 +10%
FCC
549
Florin Court Capital
United Kingdom
$742K – – –
TFA
550
Transamerica Financial Advisors
Florida
$742K +$733K +7,799 New
20 21
22
23 24