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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
QP
601
Quartz Partners
New York
$578K -$93 -1 -0%
AA
602
Armis Advisers
Georgia
$577K -$92.4K -997 -14%
MAFA
603
MJT & Associates Financial Advisory
Minnesota
$571K -$7.78K -84 -1%
FDW
604
Fourth Dimension Wealth
Ohio
$567K -$236K -2,544 -30%
LNWWM
605
Laird Norton Wetherby Wealth Management
California
$567K +$559K +6,036 New
SIM
606
Synergy Investment Management
Florida
$561K -$1.12M -12,096 -67%
EWA
607
Exencial Wealth Advisors
Oklahoma
$559K +$326K +3,516 +144%
CWM
608
Cahaba Wealth Management
Georgia
$558K +$5.75K +62 +1%
WHG
609
Westwood Holdings Group
Texas
$558K +$326K +3,513 +145%
SAI
610
Savvy Advisors Inc
New York
$549K -$247K -2,665 -31%
NFTC
611
North Forty Two & Co
Oregon
$540K +$533K +5,753 New
HWM
612
Hobbs Wealth Management
Indiana
$540K -$18.3K -198 -3%
EAM
613
Empirical Asset Management
Massachusetts
$529K -$9.64K -104 -2%
WAL
614
W Advisors LLC
Tennessee
$523K – – –
MWA
615
Merkkuri Wealth Advisors
New York
$520K +$12.1K +131 +2%
TL
616
Tradewinds LLC
North Carolina
$520K +$513K +5,535 New
XT
617
XTX Topco
Cayman Islands
$517K +$510K +5,502 New
WCM
618
WealthTrak Capital Management
Virginia
$511K +$102K +1,099 +25%
PJSIMP
619
P.J. Schmidt Investment Management (PJS)
Wisconsin
$510K -$22.2K -240 -4%
OFS
620
OneAscent Financial Services
Alabama
$509K -$456K -4,923 -48%
RWB
621
RMR Wealth Builders
New Jersey
$504K +$497K +5,365 New
NA
622
Novus Advisors
South Carolina
$503K -$25.2K -272 -5%
FWP
623
FAS Wealth Partners
Kansas
$503K +$4.26K +46 +0.9%
CCFM
624
Clear Creek Financial Management
Washington
$499K -$453K -4,892 -48%
SWA
625
Sax Wealth Advisors
New Jersey
$496K +$490K +5,286 New
23 24
25
26 27