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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
651
Cornerstone Wealth Management
Missouri
$277K +$8.47K +93 +3%
CWM
652
Connecticut Wealth Management
Connecticut
$274K -$47.8K -525 -15%
WT
653
Whittier Trust
California
$274K -$15K -165 -5%
CAM
654
Cidel Asset Management
Ontario, Canada
$273K – – –
FLA
655
Financial Life Advisors
Texas
$272K -$179K -1,967 -40%
FFS
656
Founders Financial Securities
Maryland
$272K -$174K -1,911 -39%
P
657
&Partners
Tennessee
$272K +$270K +2,962 New
CWS
658
Confluence Wealth Services
Pennsylvania
$271K +$269K +2,950 New
HI
659
Horizon Investments
North Carolina
$269K -$7.08M -77,737 -96%
HWM
660
HB Wealth Management
Georgia
$265K -$5.1K -56 -2%
AWM
661
Avior Wealth Management
Nebraska
$263K +$56.4K +619 +28%
DWA
662
Delos Wealth Advisors
Texas
$259K +$455 +5 +0.2%
SAI
663
Savvy Advisors Inc
New York
$257K +$255K +2,797 New
FSA
664
Financial Sense Advisors
California
$253K +$251K +2,759 New
SG
665
StoneX Group
New York
$253K -$21.5K -236 -8%
NRC
666
New Republic Capital
North Carolina
$250K +$7.83K +86 +3%
VCM
667
Virtue Capital Management
Tennessee
$250K -$124K -1,363 -34%
FGAM
668
Financial Gravity Asset Management
Texas
$249K -$290K -3,182 -54%
CA
669
Clearstead Advisors
Ohio
$248K +$215K +2,364 +695%
SPWG
670
Syntegra Private Wealth Group
Missouri
$247K -$5.65K -62 -2%
ATC
671
Argent Trust Co
Tennessee
$246K – – –
QWM
672
Quadcap Wealth Management
Texas
$245K -$5.65K -62 -2%
NFG
673
Nations Financial Group
Iowa
$244K +$25.7K +282 +12%
GC
674
Grimes & Company
Massachusetts
$242K +$241K +2,641 New
FI
675
FWG Investments
Kentucky
$240K +$12.6K +138 +6%
25 26
27
28 29