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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FLA
601
Financial Life Advisors
Texas
$238K +$11.7K +124 +5%
CWM
602
Collaborative Wealth Management
Florida
$237K -$57.1K -605 -19%
PWMG
603
Prestige Wealth Management Group
New Jersey
$237K – – –
EBT
604
Enterprise Bank & Trust
Massachusetts
$235K – – –
AP
605
Americana Partners
Texas
$232K – – –
IFG
606
Independent Financial Group
California
$228K -$143K -1,518 -39%
TWA
607
Talisman Wealth Advisors
New Jersey
$224K -$5.1K -54 -2%
RWM
608
Rezny Wealth Management
Florida
$222K – – –
VA
609
Valmark Advisers
Ohio
$222K +$10.1K +107 +5%
KA
610
Kovack Advisors
Florida
$221K +$221K +2,336 New
FWP
611
FAS Wealth Partners
Kansas
$219K -$450K -4,767 -67%
TCMP
612
Thrive Capital Management (Pennsylvania)
Pennsylvania
$219K +$219K +2,319 New
AWM
613
Aspire Wealth Management
Massachusetts
$219K +$213K +2,254 +3,886%
MA
614
MKT Advisors
California
$219K +$16.7K +177 +8%
NFG
615
Nations Financial Group
Iowa
$218K -$8.12K -86 -4%
TC
616
TownSquare Capital
Utah
$214K -$139K -1,469 -39%
SI
617
Stephens Inc
Arkansas
$214K +$213K +2,258 New
LSPW
618
Lake Street Private Wealth
Illinois
$213K -$22.9K -243 -10%
CIA
619
Cape Investment Advisory
Georgia
$211K +$210K +2,223 New
C
620
Certuity
Florida
$210K +$209K +2,212 New
AFAS
621
Acorn Financial Advisory Services
Virginia
$206K +$206K +2,177 New
AFO
622
Arrowroot Family Office
California
$205K +$204K +2,164 New
CPIG
623
Chicago Partners Investment Group
Illinois
$202K -$12.7K -135 -6%
WC
624
Waterloo Capital
Texas
$200K +$200K +2,114 New
GIA
625
Goodwin Investment Advisory
Georgia
$193K +$185K +1,961 +2,580%
23 24
25
26 27