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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
NI
651
Natural Investments
California
$530K +$531K +5,572 New
HI
652
Hyundai Investments
South Korea
$528K +$528K +5,535 New
AFP
653
Ausdal Financial Partners
Iowa
$523K -$25.2K -264 -5%
PJSIMP
654
P.J. Schmidt Investment Management (PJS)
Wisconsin
$521K – – –
HWM
655
HB Wealth Management
Georgia
$521K +$93K +975 +22%
DP
656
Dearborn Partners
Illinois
$520K -$18.9K -198 -3%
GM
657
GeoWealth Management
Illinois
$514K -$2.09M -21,947 -80%
WEG
658
World Equity Group
Illinois
$511K +$78.6K +824 +18%
SP
659
Successful Portfolios
Florida
$510K -$1.15K -12 -0.2%
O3W
660
Omni 360 Wealth
New Jersey
$507K +$34.8K +365 +7%
NS
661
NBC Securities
Alabama
$496K -$142K -1,489 -22%
1WM
662
1900 Wealth Management
Texas
$496K – – –
VPF
663
Vantage Point Financial
Illinois
$495K +$84.3K +884 +21%
FWI
664
Facet Wealth Inc
Maryland
$494K +$492K +5,163 New
MA
665
MONECO Advisors
Connecticut
$493K +$9.16K +96 +2%
FWM
666
FLP Wealth Management
Arkansas
$491K +$241K +2,523 +96%
OC
667
Oarsman Capital
Wisconsin
$490K -$1.33K -14 -0.3%
VFPW
668
Vantage Financial Partners (Wisconsin)
Wisconsin
$484K -$198K -2,081 -29%
SIS
669
Sound Income Strategies
Florida
$483K +$350K +3,667 +265%
SAS
670
Sage Advisory Services
Texas
$482K -$861K -9,030 -64%
FA
671
Fiduciary Alliance
South Carolina
$482K +$113K +1,183 +31%
CWM
672
Cahaba Wealth Management
Georgia
$480K -$92.4K -969 -16%
BIA
673
Bell Investment Advisors
California
$479K +$8.49K +89 +2%
LCGC
674
Legacy Capital Group California
California
$469K +$77.4K +811 +20%
KP
675
Keel Point
Alabama
$465K -$30K -315 -6%
25 26
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