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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
626
Heritage Family Offices
Arizona
$708K -$21K -222 -3%
PEWA
627
Pacific Excel Wealth Advisors
California
$708K +$709K +7,494 New
TWM
628
Trinity Wealth Management
Pennsylvania
$698K +$30.3K +320 +5%
SFG
629
Sovereign Financial Group
Connecticut
$696K +$150K +1,589 +28%
AR
630
Apeiron RIA
Texas
$694K -$549K -5,803 -44%
IG
631
IFS Group
Pennsylvania
$686K -$1.27M -13,467 -65%
WAL
632
W Advisors LLC
Tennessee
$680K +$38.5K +407 +6%
SPAS
633
Spectrum Planning & Advisory Services
California
$670K +$23.8K +252 +4%
MYAM
634
Meiji Yasuda Asset Management
Japan
$664K +$102K +1,076 +18%
MPW
635
Magnolia Private Wealth
Pennsylvania
$663K -$60.9K -644 -8%
TWP
636
TFO Wealth Partners
Ohio
$656K +$656K +6,941 New
AC
637
Annandale Capital
Texas
$656K – – –
QP
638
Quartz Partners
New York
$654K +$103K +1,090 +19%
CC
639
Cypress Capital
Tennessee
$653K +$35K +370 +6%
WEG
640
World Equity Group
Illinois
$652K +$91.8K +971 +16%
FWWM
641
Fiscal Wisdom Wealth Management
Connecticut
$652K +$118K +1,247 +22%
CIC
642
Concord Investment Counsel
California
$645K +$55.5K +587 +9%
FTS
643
Fifth Third Securities
Ohio
$635K -$25.7K -272 -4%
VA
644
Vident Advisory
Georgia
$633K +$192K +2,028 +43%
AWM
645
Aprio Wealth Management
Georgia
$622K +$622K +6,580 New
WFS
646
WealthGarden F.S.
California
$621K -$176K -1,862 -22%
SP
647
Successful Portfolios
Florida
$620K +$88.4K +935 +16%
CPL
648
CAP Partners LLC
Tennessee
$617K -$916K -9,690 -60%
HIM
649
Hanlon Investment Management
New Jersey
$599K +$27.9K +295 +5%
ARC
650
Advisor Resource Council
Texas
$594K +$31.2K +330 +6%
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