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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCC
601
Florin Court Capital
United Kingdom
$775K – – –
ACM
602
American Capital Management
New York
$774K +$774K +8,186 New
CIA
603
Cape Investment Advisory
Georgia
$764K +$21.4K +226 +3%
HI
604
Hyundai Investments
South Korea
$763K +$371K +3,923 +95%
UAG
605
United Advisor Group
Ohio
$758K +$41.2K +436 +6%
FWM
606
FLP Wealth Management
Arkansas
$757K +$168K +1,779 +29%
MWA
607
Merkkuri Wealth Advisors
New York
$751K -$189K -2,002 -20%
CPBTD
608
Central Pacific Bank - Trust Division
Hawaii
$744K – – –
AA
609
Advisory Alpha
Michigan
$743K +$386K +4,084 +108%
PB
610
Pinnacle Bancorp
Nebraska
$724K +$16.8K +178 +2%
CA
611
Continuum Advisory
Idaho
$724K +$115K +1,220 +19%
LWPC
612
Legacy Wealth Partners (Colorado)
Colorado
$722K +$45.9K +485 +7%
CFG
613
Cooper Financial Group
California
$717K +$31K +328 +5%
BW
614
Balance Wealth
Ohio
$716K -$36.2K -383 -5%
GIA
615
Gladstone Institutional Advisory
Florida
$716K -$35.8K -379 -5%
LEA
616
Legacy Edge Advisors
New York
$714K -$79.9K -845 -10%
FMI
617
F/M Investments
District of Columbia
$712K +$10.7K +113 +2%
ZS
618
Zenith Solutions
Pennsylvania
$712K +$713K +7,536 New
1WA
619
180 Wealth Advisors
Washington
$711K -$13.8K -146 -2%
AIM
620
Advyzon Investment Management
Illinois
$709K +$109K +1,157 +18%
HFO
621
Heritage Family Offices
Arizona
$708K -$21K -222 -3%
PEWA
622
Pacific Excel Wealth Advisors
California
$708K +$709K +7,494 New
TWM
623
Trinity Wealth Management
Pennsylvania
$698K +$30.3K +320 +5%
SFG
624
Sovereign Financial Group
Connecticut
$696K +$150K +1,589 +28%
AR
625
Apeiron RIA
Texas
$694K -$549K -5,803 -44%
23 24
25
26 27