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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
601
Hutchens & Kramer Investment Management Group
Indiana
$559K -$146K -1,575 -21%
HWM
602
Hobbs Wealth Management
Indiana
$558K -$188K -2,038 -26%
MOS
603
MGO One Seven
Ohio
$554K +$49.5K +535 +10%
GM
604
GeoWealth Management
Illinois
$552K -$255K -2,759 -32%
CWM
605
Cahaba Wealth Management
Georgia
$552K +$3.88K +42 +0.7%
DSA
606
Droms Strauss Advisors
Missouri
$548K +$202K +2,188 +60%
O3W
607
Omni 360 Wealth
New Jersey
$543K +$25.4K +275 +5%
EAM
608
Empirical Asset Management
Massachusetts
$538K +$69.2K +748 +15%
USCWA
609
U.S. Capital Wealth Advisors
Texas
$537K -$3.24K -35 -0.6%
PJSIMP
610
P.J. Schmidt Investment Management (PJS)
Wisconsin
$532K +$146K +1,579 +39%
NA
611
Novus Advisors
South Carolina
$528K +$18.4K +199 +4%
PCM
612
Prelude Capital Management
New York
$525K +$518K +5,601 New
WAL
613
W Advisors LLC
Tennessee
$523K -$6.01K -65 -1%
ECM
614
Evergreen Capital Management
Washington
$522K – – –
T
615
Transce3nd
Texas
$520K +$555 +6 +0.1%
LCGC
616
Legacy Capital Group California
California
$515K +$10.9K +118 +2%
MWA
617
Merkkuri Wealth Advisors
New York
$507K -$154K -1,665 -24%
TSS
618
Two Sigma Securities
New York
$505K +$498K +5,385 New
FWP
619
FAS Wealth Partners
Kansas
$498K -$15.5K -168 -3%
NG
620
Novem Group
New York
$497K +$307K +3,321 +168%
SP
621
Successful Portfolios
Florida
$496K +$1.48K +16 +0.3%
1WM
622
1900 Wealth Management
Texas
$494K -$24.9K -269 -5%
LJAC
623
L.J. Altfest & Co
New York
$487K -$9.41M -101,687 -95%
FEG
624
Financial Enhancement Group
Indiana
$485K -$9.9K -107 -2%
KP
625
Keel Point
Alabama
$473K +$15.4K +166 +3%
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