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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
576
Ifrah Financial Services
Arkansas
$288K +$184 +2 +0.1%
CWM
577
Collaborative Wealth Management
Florida
$288K -$4.24K -46 -1%
NRC
578
New Republic Capital
North Carolina
$287K +$286K +3,099 New
3LCM
579
3D/L Capital Management
Connecticut
$281K +$279K +3,028 New
VCP
580
Verus Capital Partners
Arizona
$280K +$278K +3,015 New
PIA
581
Perennial Investment Advisors
California
$277K +$275K +2,986 New
MCA
582
MSH Capital Advisors
Arizona
$272K +$271K +2,933 New
SPWG
583
Syntegra Private Wealth Group
Missouri
$271K +$269K +2,916 New
SCFS
584
S.C. Financial Services
Arizona
$268K +$267K +2,892 New
RFA
585
Resurgent Financial Advisors
Georgia
$265K +$263K +2,852 New
LWP
586
Lumature Wealth Partners
Georgia
$264K -$24.7K -268 -9%
SWP
587
Semus Wealth Partners
Florida
$264K +$262K +2,844 New
KIG
588
Kowal Investment Group
Wisconsin
$262K +$261K +2,825 New
DWM
589
Defined Wealth Management
Oregon
$261K +$259K +2,811 New
PWPCM
590
Perella Weinberg Partners Capital Management
New York
$257K +$256K +2,775 New
FA
591
Flagstar Advisors
New York
$255K -$67.6K -733 -21%
BWM
592
Bulltick Wealth Management
Florida
$252K – – –
SS
593
Simplicity Solutions
Minnesota
$250K -$40.2K -436 -14%
HCP
594
Hexagon Capital Partners
Arkansas
$250K -$96.1K -1,042 -28%
PFS
595
Prospera Financial Services
Texas
$247K +$33.3K +361 +16%
NP
596
NorthRock Partners
Minnesota
$245K -$18.4K -199 -7%
CWM
597
Cabot Wealth Management
Massachusetts
$244K -$36.8K -399 -13%
FA
598
Financial Advantage
Maryland
$240K +$95.4K +1,034 +67%
SC
599
Solstein Capital
California
$238K – – –
QC
600
QCM Cayman
Texas
$238K +$237K +2,565 New
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24
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