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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
601
VestGen Advisors
Illinois
$581K -$36.9K -398 -6%
QP
602
Quartz Partners
New York
$578K -$93 -1 -0%
AA
603
Armis Advisers
Georgia
$577K -$92.4K -997 -14%
MAFA
604
MJT & Associates Financial Advisory
Minnesota
$571K -$7.78K -84 -1%
FDW
605
Fourth Dimension Wealth
Ohio
$567K -$236K -2,544 -30%
LNWWM
606
Laird Norton Wetherby Wealth Management
California
$567K +$559K +6,036 New
SIM
607
Synergy Investment Management
Florida
$561K -$1.12M -12,096 -67%
EWA
608
Exencial Wealth Advisors
Oklahoma
$559K +$326K +3,516 +144%
CWM
609
Cahaba Wealth Management
Georgia
$558K +$5.75K +62 +1%
WHG
610
Westwood Holdings Group
Texas
$558K +$326K +3,513 +145%
SAI
611
Savvy Advisors Inc
New York
$549K -$247K -2,665 -31%
NFTC
612
North Forty Two & Co
Oregon
$540K +$533K +5,753 New
HWM
613
Hobbs Wealth Management
Indiana
$540K -$18.3K -198 -3%
EAM
614
Empirical Asset Management
Massachusetts
$529K -$9.64K -104 -2%
WAL
615
W Advisors LLC
Tennessee
$523K – – –
MWA
616
Merkkuri Wealth Advisors
New York
$520K +$12.1K +131 +2%
TL
617
Tradewinds LLC
North Carolina
$520K +$513K +5,535 New
XT
618
XTX Topco
Cayman Islands
$517K +$510K +5,502 New
WCM
619
WealthTrak Capital Management
Virginia
$511K +$102K +1,099 +25%
PJSIMP
620
P.J. Schmidt Investment Management (PJS)
Wisconsin
$510K -$22.2K -240 -4%
OFS
621
OneAscent Financial Services
Alabama
$509K -$456K -4,923 -48%
RWB
622
RMR Wealth Builders
New Jersey
$504K +$497K +5,365 New
NA
623
Novus Advisors
South Carolina
$503K -$25.2K -272 -5%
FWP
624
FAS Wealth Partners
Kansas
$503K +$4.26K +46 +0.9%
CCFM
625
Clear Creek Financial Management
Washington
$499K -$453K -4,892 -48%
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