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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
Aprio Wealth Management
Georgia
$666K -$197K -2,127 -23%
UAG
577
United Advisor Group
Ohio
$666K +$458K +4,940 +229%
1WA
578
180 Wealth Advisors
Washington
$664K -$29K -313 -4%
CA
579
CoreCap Advisors
Michigan
$658K -$135K -1,456 -17%
AC
580
Annandale Capital
Texas
$658K – – –
CC
581
Cypress Capital
Tennessee
$653K -$6.58K -71 -1%
SI
582
Stephens Inc
Arkansas
$651K +$1.3K +14 +0.2%
DSA
583
Droms Strauss Advisors
Missouri
$650K +$100K +1,079 +18%
TCA
584
Transcend Capital Advisors
New Jersey
$646K +$3.52K +38 +0.6%
TWM
585
Trinity Wealth Management
Pennsylvania
$643K +$14.5K +156 +2%
NB
586
NBT Bank
New York
$639K – – –
SFM
587
Signet Financial Management
New Jersey
$638K +$11.7K +126 +2%
NFP
588
Narus Financial Partners
Utah
$631K +$18.1K +195 +3%
IDBONY
589
Israel Discount Bank of New York
New York
$630K +$9.73K +105 +2%
CFG
590
Cooper Financial Group
California
$629K -$959K -10,345 -61%
RW
591
Rede Wealth
Virginia
$623K +$19.6K +211 +3%
ECM
592
Evergreen Capital Management
Washington
$616K +$91.4K +986 +18%
LA
593
Latitude Advisors
Florida
$609K -$50.6K -546 -8%
TWP
594
Tyche Wealth Partners
Texas
$605K +$597K +6,440 New
HFO
595
Heritage Family Offices
Arizona
$602K – – –
GM
596
GeoWealth Management
Illinois
$597K +$44.3K +478 +8%
ACM
597
Absolute Capital Management
Pennsylvania
$596K +$20.7K +223 +4%
VFG
598
Victory Financial Group
Texas
$589K +$6.02K +65 +1%
CFA
599
Cahill Financial Advisors
Minnesota
$587K +$579K +6,249 New
NEAM
600
New England Asset Management
Connecticut
$582K – – –
22 23
24
25 26