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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
551
Transamerica Financial Advisors
Florida
$742K +$733K +7,799 New
USCWA
552
U.S. Capital Wealth Advisors
Texas
$740K +$31.6K +336 +5%
PFS
553
Prospera Financial Services
Texas
$737K -$1.97K -21 -0.3%
EWA
554
Exit Wealth Advisors
Georgia
$737K +$728K +7,750 New
1WA
555
180 Wealth Advisors
Washington
$735K +$60.7K +646 +9%
BFA
556
Beacon Financial Advisory
Ohio
$722K -$1.31K -14 -0.2%
TCA
557
Transcend Capital Advisors
New Jersey
$720K +$64.4K +686 +10%
SFG
558
Sovereign Financial Group
Connecticut
$719K +$15.9K +169 +2%
CA
559
CoreCap Advisors
Michigan
$717K +$49K +522 +7%
FTS
560
Fifth Third Securities
Ohio
$716K -$604K -6,433 -46%
PB
561
Pinnacle Bancorp
Nebraska
$707K -$79.9K -850 -10%
LCWP
562
Legacy Capital Wealth Partners
Arkansas
$703K +$12.1K +129 +2%
SPAS
563
Spectrum Planning & Advisory Services
California
$697K -$63.2K -673 -8%
FMI
564
F/M Investments
District of Columbia
$682K -$3.32M -35,347 -83%
IAS
565
Insigneo Advisory Services
Florida
$682K +$674K +7,172 New
VFPW
566
Vantage Financial Partners (Wisconsin)
Wisconsin
$682K -$169K -1,804 -20%
SWM
567
Sculati Wealth Management
Michigan
$682K +$256K +2,722 +61%
FCA
568
Fortis Capital Advisors
Kansas
$680K +$671K +7,147 New
NFP
569
Narus Financial Partners
Utah
$676K +$36K +383 +6%
LA
570
Latitude Advisors
Florida
$671K +$53.5K +569 +9%
CSPIA
571
Cary Street Partners Investment Advisory
Virginia
$668K +$255K +2,715 +63%
AC
572
Annandale Capital
Texas
$667K – – –
LSA
573
Lion Street Advisors
Texas
$663K -$1.34M -14,304 -70%
TWM
574
Trinity Wealth Management
Pennsylvania
$660K +$7.99K +85 +1%
SCM
575
Saxony Capital Management
Missouri
$656K -$1.75M -18,610 -73%
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