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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
551
JT Stratford LLC
Georgia
$579K +$45K +486 +8%
ACM
552
Absolute Capital Management
Pennsylvania
$577K -$31.4K -339 -5%
CC
553
Courier Capital
New York
$573K – – –
LNWWM
554
Laird Norton Wetherby Wealth Management
California
$560K +$561K +6,060 New
FGAM
555
Financial Gravity Asset Management
Texas
$555K – – –
FF
556
Friedenthal Financial
New Jersey
$554K +$16.4K +177 +3%
TA
557
TrueWealth Advisors
Alabama
$552K +$3.42K +37 +0.6%
MA
558
MKT Advisors
California
$551K +$114K +1,229 +25%
WEG
559
World Equity Group
Illinois
$549K -$151K -1,632 -22%
EWA
560
EP Wealth Advisors
California
$548K +$38.9K +421 +8%
CMI
561
Clare Market Investments
Texas
$547K -$71.7K -775 -12%
CWM
562
Cahaba Wealth Management
Georgia
$542K +$3.42K +37 +0.6%
WWP
563
WR Wealth Planners
Missouri
$542K -$97.8K -1,057 -15%
PB
564
Pinnacle Bancorp
Nebraska
$534K +$149K +1,608 +39%
VCA
565
Verdence Capital Advisors
Maryland
$534K +$13.2K +143 +3%
SF
566
Summit Financial
New Jersey
$530K -$17.5K -189 -3%
MSFS
567
Main Street Financial Solutions
Pennsylvania
$525K +$197K +2,130 +60%
WI
568
Wintrust Investments
Illinois
$524K +$96.7K +1,045 +23%
KP
569
Keel Point
Alabama
$506K +$3.88K +42 +0.8%
GAA
570
Global Assets Advisory
Florida
$503K +$508K +5,494 New
TWM
571
Trinity Wealth Management
Pennsylvania
$497K -$45.3K -490 -8%
NFP
572
Narus Financial Partners
Utah
$497K +$35.7K +386 +8%
TC
573
TAP Consulting
Missouri
$494K +$494K +5,341 New
LFAS
574
Level Four Advisory Services
Texas
$490K – – –
VWWMG
575
Vermillion & White Wealth Management Group
Pennsylvania
$486K +$214K +2,316 +79%
21 22
23
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