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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
651
Flagstar Advisors
New York
$286K +$34.4K +372 +14%
CWM
652
C2C Wealth Management
Arizona
$281K – – –
EC
653
Estate Counselors
Wisconsin
$279K +$279K +3,020 New
CWP
654
Core Wealth Partners
California
$278K +$279K +3,012 New
SG
655
StoneX Group
New York
$277K -$196K -2,121 -41%
FHB
656
First Hawaiian Bank
Hawaii
$276K -$107K -1,160 -28%
TCPW
657
Twin City Private Wealth
North Carolina
$276K +$276K +2,983 New
BA
658
Bristlecone Advisors
Washington
$274K +$11.4K +123 +4%
CAM
659
Cidel Asset Management
Ontario, Canada
$274K – – –
HWM
660
HB Wealth Management
Georgia
$272K +$272K +2,938 New
CWM
661
Cornerstone Wealth Management
Missouri
$271K -$43.3K -468 -14%
ACP
662
Aveo Capital Partners
Colorado
$270K -$38K -411 -12%
CGFA
663
Colton Groome Financial Advisors
North Carolina
$268K -$430K -4,649 -62%
CA
664
Continuum Advisory
Idaho
$268K -$19.6K -212 -7%
RFWA
665
RPg Family Wealth Advisory
Massachusetts
$267K +$267K +2,889 New
FPWM
666
FSB Premier Wealth Management
Iowa
$267K +$267K +2,887 New
NS
667
NBC Securities
Alabama
$262K -$23.2K -251 -8%
DWA
668
Delos Wealth Advisors
Texas
$260K +$3.24K +35 +1%
WIA
669
World Investment Advisors
California
$257K -$1.21M -13,086 -82%
CWM
670
Chesapeake Wealth Management
Virginia
$257K -$186K -2,006 -42%
SPWG
671
Syntegra Private Wealth Group
Missouri
$254K +$1.48K +16 +0.6%
SC
672
Scotia Capital
Ontario, Canada
$254K -$925 -10 -0.4%
QWM
673
Quadcap Wealth Management
Texas
$252K -$95K -1,027 -27%
KFG
674
Kingdom Financial Group
Arizona
$251K +$251K +2,719 New
FA
675
Fiduciary Alliance
South Carolina
$250K -$348K -3,759 -58%
25 26
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