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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
626
Evolution Wealth Advisors
Florida
$469K – – –
AF
627
Advisornet Financial
Minnesota
$461K +$19.2K +208 +4%
TPWA
628
TRUE Private Wealth Advisors
Oregon
$458K -$464K -5,017 -51%
AFW
629
Avantra Family Wealth
Pennsylvania
$457K -$30K -324 -6%
AWM
630
Adams Wealth Management
Utah
$456K +$8.42K +91 +2%
CI
631
CacheTech Inc
Utah
$456K +$8.42K +91 +2%
DAS
632
Dynamic Advisor Solutions
Arizona
$455K -$95.1K -1,028 -17%
FPW
633
Fairvoy Private Wealth
Alabama
$454K -$18.2K -197 -4%
MA
634
MONECO Advisors
Connecticut
$453K +$48.6K +526 +12%
GWM
635
Greenwich Wealth Management
Connecticut
$452K +$446K +4,821 New
PFA
636
Pure Financial Advisors
California
$444K +$438K +4,731 New
KWA
637
Kingswood Wealth Advisors
California
$441K -$86.5K -935 -17%
EFG
638
Ehrlich Financial Group
California
$437K – – –
CCG
639
Catalina Capital Group
California
$430K -$112K -1,206 -21%
OAP
640
One Advisory Partners
Kansas
$421K -$36.3K -392 -8%
PFA
641
Pinnacle Family Advisors
Missouri
$420K -$49.3K -533 -11%
CSPIA
642
Cary Street Partners Investment Advisory
Virginia
$416K -$1.57K -17 -0.4%
WFC
643
Western Financial Corp
California
$414K -$89.3K -966 -18%
WEG
644
World Equity Group
Illinois
$413K -$79K -854 -16%
BHPW
645
Beverly Hills Private Wealth
California
$408K -$44.8K -484 -10%
WCM
646
WealthTrak Capital Management
Virginia
$408K -$102K -1,106 -20%
VVP
647
Venture Visionary Partners
Ohio
$406K -$25.3K -274 -6%
FNBT
648
FineMark National Bank & Trust
Florida
$405K -$89.8K -971 -18%
AG
649
AmeriFlex Group
Nevada
$397K -$21.4K -231 -5%
FSA
650
Financial Sense Advisors
California
$392K -$4.44K -48 -1%
24 25
26
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