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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
576
U.S. Capital Wealth Advisors
Texas
$846K +$44.5K +466 +6%
OC
577
Oppenheimer & Co
New York
$846K +$125K +1,313 +17%
PFS
578
Prospera Financial Services
Texas
$845K +$164K +1,717 +24%
PIA
579
Perennial Investment Advisors
California
$844K -$53.9K -564 -6%
CFG
580
Carter Financial Group
Illinois
$840K -$18.9K -198 -2%
APC
581
Aspire Private Capital
North Carolina
$839K +$24.6K +258 +3%
FA
582
FC Advisory
Pennsylvania
$838K -$30.7K -321 -4%
PI
583
PFG Investments
New York
$827K -$341K -3,570 -29%
DPI
584
Diversified Portfolios Inc
Michigan
$827K +$56.1K +587 +7%
CP
585
Clarendon Private
Massachusetts
$826K -$32K -335 -4%
BFA
586
Beacon Financial Advisory
Ohio
$825K +$92.7K +970 +13%
NF
587
Napier Financial
Massachusetts
$815K +$820K +8,588 New
TCA
588
Transcend Capital Advisors
New Jersey
$814K +$160K +1,671 +24%
SP
589
SWS Partners
Ohio
$804K +$41K +429 +5%
CAM
590
Capital Asset Management
Colorado
$803K +$14.2K +149 +2%
WFS
591
WealthGarden F.S.
California
$801K -$72.9K -763 -8%
LEA
592
Legacy Edge Advisors
New York
$797K -$890K -9,318 -53%
PWM
593
Parkway Wealth Management
Texas
$795K +$132K +1,378 +20%
CSPIA
594
Cary Street Partners Investment Advisory
Virginia
$793K +$29.4K +308 +4%
FCC
595
Florin Court Capital
United Kingdom
$779K -$268K -2,800 -25%
GC
596
GatePass Capital
Ohio
$757K +$92.3K +966 +14%
BW
597
Balance Wealth
Ohio
$756K -$96 -1 -0%
HP
598
Holistic Planning
Texas
$756K +$180K +1,881 +31%
GIA
599
Gladstone Institutional Advisory
Florida
$755K +$4.59K +48 +0.6%
NFP
600
Narus Financial Partners
Utah
$752K +$37.8K +396 +5%
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