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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
576
Prospera Financial Services
Texas
$845K +$164K +1,717 +24%
PIA
577
Perennial Investment Advisors
California
$844K -$53.9K -564 -6%
CFG
578
Carter Financial Group
Illinois
$840K -$18.9K -198 -2%
APC
579
Aspire Private Capital
North Carolina
$839K +$24.6K +258 +3%
FA
580
FC Advisory
Pennsylvania
$838K -$30.7K -321 -4%
PI
581
PFG Investments
New York
$827K -$341K -3,570 -29%
DPI
582
Diversified Portfolios Inc
Michigan
$827K +$56.1K +587 +7%
CP
583
Clarendon Private
Massachusetts
$826K -$32K -335 -4%
BFA
584
Beacon Financial Advisory
Ohio
$825K +$92.7K +970 +13%
NF
585
Napier Financial
Massachusetts
$815K +$820K +8,588 New
TCA
586
Transcend Capital Advisors
New Jersey
$814K +$160K +1,671 +24%
SP
587
SWS Partners
Ohio
$804K +$41K +429 +5%
CAM
588
Capital Asset Management
Colorado
$803K +$14.2K +149 +2%
WFS
589
WealthGarden F.S.
California
$801K -$72.9K -763 -8%
LEA
590
Legacy Edge Advisors
New York
$797K -$890K -9,318 -53%
PWM
591
Parkway Wealth Management
Texas
$795K +$132K +1,378 +20%
CSPIA
592
Cary Street Partners Investment Advisory
Virginia
$793K +$29.4K +308 +4%
FCC
593
Florin Court Capital
United Kingdom
$779K -$268K -2,800 -25%
GC
594
GatePass Capital
Ohio
$757K +$92.3K +966 +14%
BW
595
Balance Wealth
Ohio
$756K -$96 -1 -0%
HP
596
Holistic Planning
Texas
$756K +$180K +1,881 +31%
GIA
597
Gladstone Institutional Advisory
Florida
$755K +$4.59K +48 +0.6%
NFP
598
Narus Financial Partners
Utah
$752K +$37.8K +396 +5%
TBF
599
True Blue Financial
Michigan
$750K +$24.6K +258 +3%
CPBTD
600
Central Pacific Bank - Trust Division
Hawaii
$748K +$752K +7,874 New
22 23
24
25 26