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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
TBF
601
True Blue Financial
Michigan
$750K +$24.6K +258 +3%
CPBTD
602
Central Pacific Bank - Trust Division
Hawaii
$748K +$752K +7,874 New
CIA
603
Cape Investment Advisory
Georgia
$746K +$87.3K +914 +13%
GA
604
Greenspring Advisors
Maryland
$745K +$60.5K +633 +9%
AAS
605
Ameritas Advisory Services
Nebraska
$745K +$8.41K +88 +1%
HWM
606
Hobbs Wealth Management
Indiana
$737K +$123K +1,285 +20%
HFO
607
Heritage Family Offices
Arizona
$733K +$106K +1,107 +17%
1WA
608
180 Wealth Advisors
Washington
$729K +$14.2K +149 +2%
MPW
609
Magnolia Private Wealth
Pennsylvania
$727K +$420K +4,396 +135%
UAG
610
United Advisor Group
Ohio
$720K +$72.6K +760 +11%
PB
611
Pinnacle Bancorp
Nebraska
$711K -$1.34K -14 -0.2%
FMI
612
F/M Investments
District of Columbia
$705K -$4.97K -52 -0.7%
LCWP
613
Legacy Capital Wealth Partners
Arkansas
$701K -$8.5K -89 -1%
AL
614
ADE LLC
Maryland
$695K -$4.3K -45 -0.6%
NB
615
NBT Bank
New York
$694K +$167K +1,743 +31%
CFG
616
Cooper Financial Group
California
$689K +$87.9K +920 +15%
LWPC
617
Legacy Wealth Partners (Colorado)
Colorado
$679K -$30.6K -320 -4%
EI
618
EFG International
$674K +$678K +7,096 New
TWM
619
Trinity Wealth Management
Pennsylvania
$670K +$12.6K +132 +2%
SEIA
620
Signature Estate & Investment Advisors
California
$665K +$250K +2,616 +60%
FTS
621
Fifth Third Securities
Ohio
$664K -$69.2K -724 -9%
AC
622
Annandale Capital
Texas
$659K – – –
FWI
623
Facet Wealth Inc
Maryland
$656K +$167K +1,751 +34%
VA
624
VestGen Advisors
Illinois
$656K +$666K +6,967 New
SWM
625
Silverlake Wealth Management
Vermont
$652K -$110K -1,147 -14%
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25
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