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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
576
Smartleaf Asset Management
Massachusetts
$681K +$126K +1,351 +22%
CC
577
Cypress Capital
Tennessee
$660K -$27.5K -295 -4%
AC
578
Annandale Capital
Texas
$649K -$52.3K -562 -7%
MWA
579
Merkkuri Wealth Advisors
New York
$648K +$68.2K +732 +12%
SF
580
Summit Financial
New Jersey
$642K -$38.8K -417 -6%
LA
581
Latitude Advisors
Florida
$632K +$15.3K +164 +2%
CFG
582
Carr Financial Group
Massachusetts
$628K -$266K -2,855 -29%
LEA
583
Legacy Edge Advisors
New York
$623K -$3.63K -39 -0.6%
LNWWM
584
Laird Norton Wetherby Wealth Management
California
$619K +$2.51K +27 +0.4%
RW
585
Rede Wealth
Virginia
$598K +$39.6K +425 +7%
LCWP
586
Legacy Capital Wealth Partners
Arkansas
$596K +$606K +6,506 New
BIA
587
Bigelow Investment Advisors
Maine
$585K -$49.4K -531 -8%
FIM
588
Freedom Investment Management
Connecticut
$581K +$102K +1,097 +21%
BIA
589
Bell Investment Advisors
California
$577K +$586K +6,289 New
NFP
590
Narus Financial Partners
Utah
$576K +$50.5K +542 +9%
FCP
591
Fidelis Capital Partners
Florida
$570K -$452K -4,850 -44%
GFM
592
GEN Financial Management
Minnesota
$569K +$577K +6,202 New
NEAM
593
New England Asset Management
Connecticut
$568K – – –
AG
594
AlTi Global
New York
$561K – – –
PA
595
PFG Advisors
Arizona
$556K +$118K +1,266 +26%
QP
596
Quartz Partners
New York
$552K -$14.8K -159 -3%
AA
597
Advisory Alpha
Michigan
$541K -$1.12K -12 -0.2%
DAS
598
Dynamic Advisor Solutions
Arizona
$539K -$120K -1,288 -18%
CWM
599
Cahaba Wealth Management
Georgia
$536K +$6.98K +75 +1%
GAA
600
Global Assets Advisory
Florida
$533K -$59.9K -643 -10%
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