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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
651
AmeriFlex Group
Nevada
$412K +$416K +4,465 New
DC
652
Davenport & Co
Virginia
$411K +$71.2K +765 +21%
CSPIA
653
Cary Street Partners Investment Advisory
Virginia
$408K -$8.23M -88,371 -95%
PWM
654
Pines Wealth Management
North Carolina
$407K +$418K +4,491 New
JWCA
655
J.W. Cole Advisors
Florida
$407K +$1.4K +15 +0.3%
EC
656
Estate Counselors
Wisconsin
$403K -$714K -7,665 -64%
OLVIG
657
Oliver Lagore Vanvalin Investment Group
Michigan
$401K +$4K +43 +1%
HWM
658
HB Wealth Management
Georgia
$401K +$141K +1,517 +53%
CA
659
CoreCap Advisors
Michigan
$400K -$156K -1,673 -28%
CWP
660
Core Wealth Partners
California
$399K -$42.2K -453 -9%
AP
661
Americana Partners
Texas
$397K – – –
MA
662
MONECO Advisors
Connecticut
$395K +$401K +4,307 New
BFS
663
BridgePort Financial Solutions
Iowa
$394K +$392K +4,206 New
M
664
MATAURO
New York
$391K +$398K +4,270 New
FSA
665
Financial Sense Advisors
California
$388K -$44.5K -478 -10%
CWM
666
Certus Wealth Management
California
$380K +$29.1K +312 +8%
PJSIMP
667
P.J. Schmidt Investment Management (PJS)
Wisconsin
$376K -$33.3K -358 -8%
FA
668
Fiducient Advisors
Illinois
$375K +$381K +4,089 New
FFL
669
Financial Freedom LLC
Ohio
$375K -$35.3K -379 -8%
CF
670
Centaurus Financial
California
$371K -$641K -6,887 -63%
VFG
671
Victory Financial Group
Texas
$370K +$376K +4,036 New
AWM
672
Accurate Wealth Management
Florida
$368K +$23.2K +249 +7%
IPWA
673
International Private Wealth Advisors
California
$367K +$373K +4,007 New
PPP
674
Private Portfolio Partners
New Jersey
$367K +$52K +558 +16%
HOWA
675
Heritage Oak Wealth Advisors
Florida
$365K +$371K +3,980 New
25 26
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28 29