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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
526
Sowell Financial Services
Arkansas
$863K +$36.4K +387 +4%
CFG
527
Carter Financial Group
Illinois
$846K -$265K -2,818 -24%
CFG
528
Carr Financial Group
Massachusetts
$846K +$8.92K +95 +1%
PCM
529
Presidio Capital Management
California
$835K +$138K +1,473 +20%
WAP
530
Wealthcare Advisory Partners
Pennsylvania
$830K +$28.5K +303 +4%
SF
531
Summit Financial
New Jersey
$826K +$68.1K +725 +9%
CWP
532
Cyndeo Wealth Partners
Florida
$824K +$13.8K +147 +2%
DWA
533
Delta Wealth Advisors
Indiana
$818K +$6.11K +65 +0.8%
CIC
534
Concord Investment Counsel
California
$815K +$805K +8,565 New
APC
535
Aspire Private Capital
North Carolina
$815K +$21.6K +230 +3%
RWS
536
Retirement Wealth Solutions
Wisconsin
$813K +$76.8K +817 +11%
PFG
537
Pacific Financial Group
Washington
$813K +$57.7K +614 +8%
SWM
538
Steinberganna Wealth Management
New York
$810K +$800K +8,512 New
NFTC
539
North Forty Two & Co
Oregon
$802K +$252K +2,680 +47%
BW
540
Balance Wealth
Ohio
$802K -$151K -1,611 -16%
CIAS
541
Capital Investment Advisory Services
North Carolina
$801K +$94.5K +1,006 +14%
DPI
542
Diversified Portfolios Inc
Michigan
$778K – – –
GAA
543
Global Assets Advisory
Florida
$776K -$25.9K -276 -3%
DC
544
Davenport & Co
Virginia
$772K +$74K +788 +11%
CBU
545
CIBC Bancorp USA
Illinois
$769K +$760K +8,085 New
SP
546
SWS Partners
Ohio
$764K +$658 +7 +0.1%
WCM
547
WealthTrak Capital Management
Virginia
$751K +$229K +2,441 +45%
GIA
548
Gladstone Institutional Advisory
Florida
$745K -$42.9K -457 -6%
UAG
549
United Advisor Group
Ohio
$743K +$67.1K +714 +10%
FCC
550
Florin Court Capital
United Kingdom
$742K – – –
20 21
22
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