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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
576
Balance Wealth
Ohio
$758K -$44.4K -465 -6%
GIA
577
Gladstone Institutional Advisory
Florida
$753K +$7.63K +80 +1%
FPAS
578
Focus Partners Advisor Solutions
Missouri
$749K -$305K -3,193 -29%
FPGK
579
Financial Partners Group (Kansas)
Kansas
$745K +$141K +1,476 +23%
AAS
580
Ameritas Advisory Services
Nebraska
$738K +$719K +7,540 +3,540%
B
581
Bedminster
South Carolina
$736K +$737K +7,728 New
FTS
582
Fifth Third Securities
Ohio
$735K +$18.1K +190 +3%
BFA
583
Beacon Financial Advisory
Ohio
$735K +$12.1K +127 +2%
TFP
584
TrueWealth Financial Partners
Washington
$728K +$729K +7,642 New
TBF
585
True Blue Financial
Michigan
$728K +$729K +7,642 New
OC
586
Oppenheimer & Co
New York
$723K -$921K -9,655 -56%
ACM
587
Absolute Capital Management
Pennsylvania
$722K +$76K +797 +12%
1WA
588
180 Wealth Advisors
Washington
$716K -$19K -199 -3%
NFP
589
Narus Financial Partners
Utah
$716K +$40.3K +422 +6%
PB
590
Pinnacle Bancorp
Nebraska
$714K +$6.96K +73 +1%
FMI
591
F/M Investments
District of Columbia
$712K +$28.9K +303 +4%
LWPC
592
Legacy Wealth Partners (Colorado)
Colorado
$712K +$713K +7,475 New
LCWP
593
Legacy Capital Wealth Partners
Arkansas
$712K +$8.49K +89 +1%
KFAA
594
Klaas Financial Asset Advisors
Illinois
$707K +$708K +7,427 New
AL
595
ADE LLC
Maryland
$701K +$67.9K +712 +11%
SPAS
596
Spectrum Planning & Advisory Services
California
$699K +$2.19K +23 +0.3%
SF
597
Summit Financial
New Jersey
$696K -$131K -1,375 -16%
FCA
598
Fortis Capital Advisors
Kansas
$693K +$12.1K +127 +2%
ZWA
599
Zinnia Wealth Advisory
Florida
$687K +$689K +7,220 New
GA
600
Greenspring Advisors
Maryland
$687K +$475K +4,985 +223%
22 23
24
25 26