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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
576
Stephens Inc
Arkansas
$648K -$10.9K -116 -2%
NB
577
NBT Bank
New York
$648K -$117K -1,241 -18%
VA
578
VestGen Advisors
Illinois
$647K +$57.6K +613 +10%
ACM
579
Absolute Capital Management
Pennsylvania
$646K +$41.2K +439 +7%
AWM
580
Aprio Wealth Management
Georgia
$645K -$29.6K -315 -4%
EWA
581
Exencial Wealth Advisors
Oklahoma
$643K +$75K +798 +13%
CC
582
Cypress Capital
Tennessee
$640K -$22.4K -238 -3%
NS
583
NBC Securities
Alabama
$637K -$56.4K -600 -8%
KFG
584
Kingdom Financial Group
Arizona
$636K +$628K +6,682 New
AL
585
ADE LLC
Maryland
$633K -$108K -1,145 -15%
LBC
586
Lowe Brockenbrough & Co
Virginia
$630K -$191K -2,038 -24%
HFO
587
Heritage Family Offices
Arizona
$625K +$12.8K +136 +2%
ECM
588
Evergreen Capital Management
Washington
$624K – – –
SFM
589
Signet Financial Management
New Jersey
$616K -$30.1K -320 -5%
CFA
590
Cahill Financial Advisors
Minnesota
$616K +$20.7K +220 +4%
CFG
591
Cooper Financial Group
California
$606K -$31.4K -334 -5%
SAM
592
Smithbridge Asset Management
Pennsylvania
$601K +$593K +6,312 New
FPGK
593
Financial Partners Group (Kansas)
Kansas
$600K +$261K +2,778 +79%
RSA
594
River Street Advisors
Illinois
$600K -$152K -1,617 -20%
OCM
595
One Capital Management
California
$591K +$584K +6,216 New
NEAM
596
New England Asset Management
Connecticut
$590K – – –
QP
597
Quartz Partners
New York
$589K +$2.54K +27 +0.4%
AFWM
598
Abich Financial Wealth Management
Virginia
$585K +$578K +6,149 New
HIM
599
Hanlon Investment Management
New Jersey
$584K -$426K -4,538 -42%
LNWWM
600
Laird Norton Wetherby Wealth Management
California
$577K +$2.16K +23 +0.4%
22 23
24
25 26