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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
551
Presidio Capital Management
California
$741K +$19K +205 +3%
CB
552
Cadence Bank
Mississippi
$736K +$725K +7,844 New
PI
553
PFG Investments
New York
$732K +$1.94K +21 +0.3%
FCC
554
Florin Court Capital
United Kingdom
$731K -$499K -5,400 -41%
DPI
555
Diversified Portfolios Inc
Michigan
$724K -$212K -2,293 -23%
APC
556
Aspire Private Capital
North Carolina
$713K -$175K -1,897 -20%
NL
557
NWAM LLC
Washington
$709K -$177K -1,919 -20%
CWP
558
Cyndeo Wealth Partners
Florida
$701K -$212K -2,296 -24%
SFG
559
Sovereign Financial Group
Connecticut
$700K -$244K -2,643 -26%
CAAM
560
Cornerstone Advisors Asset Management
Pennsylvania
$694K +$684K +7,396 New
1WA
561
180 Wealth Advisors
Washington
$693K -$71.3K -771 -9%
PFS
562
Prospera Financial Services
Texas
$691K -$137K -1,483 -17%
HIM
563
Hanlon Investment Management
New Jersey
$690K -$141K -1,520 -17%
MCA
564
MSH Capital Advisors
Arizona
$672K +$345K +3,728 +109%
AA
565
Armis Advisers
Georgia
$670K -$193K -2,088 -23%
TPCW
566
TD Private Client Wealth
New York
$670K +$171K +1,846 +35%
NCFG
567
New Century Financial Group
New Jersey
$669K -$1.1M -11,903 -63%
MGWM
568
Marks Group Wealth Management
Minnesota
$668K +$659K +7,124 New
CC
569
Cypress Capital
Tennessee
$659K -$15.5K -168 -2%
LA
570
Latitude Advisors
Florida
$659K +$11.9K +129 +2%
AC
571
Annandale Capital
Texas
$657K -$5.83K -63 -0.9%
BFA
572
Beacon Financial Advisory
Ohio
$655K -$67.2K -727 -9%
SI
573
Stephens Inc
Arkansas
$648K -$1.22M -13,162 -66%
RWS
574
Retirement Wealth Solutions
Wisconsin
$646K -$78K -843 -11%
CIAS
575
Capital Investment Advisory Services
North Carolina
$645K +$507K +5,481 +391%
21 22
23
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