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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
551
Hutchens & Kramer Investment Management Group
Indiana
$712K +$283K +2,989 +67%
MWS
552
Maxwell Wealth Strategies
California
$711K -$74.6K -789 -9%
SF
553
Summit Financial
New Jersey
$711K +$17K +180 +2%
ACM
554
Absolute Capital Management
Pennsylvania
$706K +$115K +1,221 +20%
UAG
555
United Advisor Group
Ohio
$701K +$691K +7,315 New
AL
556
ADE LLC
Maryland
$687K -$21.3K -225 -3%
DAS
557
Dynamic Advisor Solutions
Arizona
$686K -$257K -2,716 -27%
EWA
558
Evolution Wealth Advisors
Florida
$683K +$69.1K +731 +11%
JSL
559
JT Stratford LLC
Georgia
$677K +$60.7K +642 +10%
NL
560
NWAM LLC
Washington
$663K +$654K +6,920 New
BIA
561
Bigelow Investment Advisors
Maine
$662K -$1.42K -15 -0.2%
WFC
562
Western Financial Corp
California
$660K +$662 +7 +0.1%
LEA
563
Legacy Edge Advisors
New York
$654K -$60.7K -642 -9%
ARC
564
Advisor Resource Council
Texas
$650K +$641K +6,785 New
LA
565
Latitude Advisors
Florida
$645K +$84.7K +896 +15%
LNWWM
566
Laird Norton Wetherby Wealth Management
California
$644K +$34.1K +361 +6%
GS
567
GTS Securities
Florida
$626K +$401K +4,238 +185%
MOS
568
MGO One Seven
Ohio
$622K +$171K +1,814 +39%
GAA
569
Global Assets Advisory
Florida
$619K -$117K -1,242 -16%
LA
570
Lane & Associates
New Jersey
$615K -$250K -2,641 -29%
SG
571
StoneX Group
New York
$613K +$345K +3,645 +132%
MWA
572
Merkkuri Wealth Advisors
New York
$607K +$80.5K +852 +16%
LFAS
573
Level Four Advisory Services
Texas
$595K +$606K +6,410 New
NEAM
574
New England Asset Management
Connecticut
$594K – – –
CC
575
Courier Capital
New York
$594K – – –
21 22
23
24 25