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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
551
Fort Washington Investment Advisors
Ohio
$260K – – –
MSWMA
552
Market Street Wealth Management Advisors
Indiana
$257K +$260K +2,372 New
EWMCB
553
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$249K -$548 -5 -0.2%
OFG
554
OmniStar Financial Group
North Carolina
$244K -$157K -1,435 -39%
LFA
555
Lighthouse Financial Advisors
Maryland
$244K +$27.7K +253 +13%
IF
556
Intrua Financial
Texas
$239K +$241K +2,196 New
SFG
557
SevenBridge Financial Group
Pennsylvania
$238K -$22.1K -202 -8%
KFS
558
Kelly Financial Services
Massachusetts
$236K +$51.3K +468 +27%
MSFS
559
Main Street Financial Solutions
Pennsylvania
$232K – – –
AWA
560
Artemis Wealth Advisors
New York
$232K +$18.7K +171 +9%
MGIA
561
Moneta Group Investment Advisors
Missouri
$230K -$438 -4 -0.2%
WIC
562
Whitegate Investment Counselors
New Hampshire
$229K – – –
CWP
563
Concord Wealth Partners
Virginia
$226K +$185K +1,688 +426%
PFA
564
Pinnacle Family Advisors
Missouri
$225K -$19.2K -175 -8%
ODIJL
565
One Day In July LLC
Vermont
$225K +$227K +2,071 New
TC
566
Trilogy Capital
California
$223K -$19.7K -180 -8%
BAM
567
Barrett Asset Management
New York
$222K – – –
SCP
568
Silverleafe Capital Partners
Tennessee
$217K -$5.59M -51,027 -96%
RCM
569
Requisite Capital Management
Texas
$217K +$219K +2,000 New
NFG
570
Nations Financial Group
Iowa
$217K +$219K +2,003 New
APC
571
Aspire Private Capital
North Carolina
$216K +$145K +1,321 +197%
GWM
572
Greenwich Wealth Management
Connecticut
$215K +$4.05K +37 +2%
SHGA
573
Sand Hill Global Advisors
California
$214K -$145K -1,324 -40%
AWM
574
Altium Wealth Management
New York
$214K -$34.5K -315 -14%
VWM
575
Venturi Wealth Management
Texas
$212K -$1.08M -9,881 -83%
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