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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
551
FineMark National Bank & Trust
Florida
$575K -$1.55K -17 -0.3%
TWM
552
Trinity Wealth Management
Pennsylvania
$571K +$76.2K +837 +16%
NEAM
553
New England Asset Management
Connecticut
$569K +$565K +6,199 New
CC
554
Courier Capital
New York
$569K – – –
RW
555
Rede Wealth
Virginia
$566K -$22.5K -247 -4%
ACM
556
Absolute Capital Management
Pennsylvania
$565K -$8.74K -96 -2%
WI
557
Wintrust Investments
Illinois
$563K +$42.4K +465 +8%
BFA
558
Beacon Financial Advisory
Ohio
$558K +$117K +1,285 +27%
PFA
559
Pinnacle Family Advisors
Missouri
$557K -$20.9K -230 -4%
FA
560
Fermata Advisors
California
$545K +$143K +1,571 +36%
AA
561
Advisory Alpha
Michigan
$543K -$42.5K -467 -7%
AWM
562
Adams Wealth Management
Utah
$543K -$61.3K -673 -10%
CI
563
CacheTech Inc
Utah
$543K +$539K +5,917 New
LA
564
Latitude Advisors
Florida
$536K +$104K +1,140 +24%
MHR
565
Matthew Hamilton Rosenberg
$534K +$289K +3,176 +117%
AWM
566
Axxcess Wealth Management
California
$531K -$377K -4,134 -42%
TA
567
TrueWealth Advisors
Alabama
$526K -$22.2K -244 -4%
WWP
568
WR Wealth Planners
Missouri
$524K -$13.9K -153 -3%
IAIM
569
International Assets Investment Management
Florida
$519K -$200K -2,193 -28%
SAM
570
Smartleaf Asset Management
Massachusetts
$518K -$310K -3,407 -38%
FEG
571
Financial Enhancement Group
Indiana
$517K -$88K -966 -15%
KP
572
Keel Point
Alabama
$512K -$7.1K -78 -1%
CCG
573
Catalina Capital Group
California
$509K +$42.1K +462 +9%
BAM
574
Berkshire Asset Management
Pennsylvania
$509K +$505K +5,542 New
NFP
575
Narus Financial Partners
Utah
$508K +$14.1K +155 +3%
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