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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
676
Main Street Financial Solutions
Pennsylvania
$513K +$280K +2,959 +120%
PA
677
PFG Advisors
Arizona
$512K +$58.8K +622 +13%
1WM
678
1900 Wealth Management
Texas
$512K +$19.6K +207 +4%
BW
679
Blalock Williams
Alabama
$503K +$61.9K +655 +14%
CCG
680
Cypress Capital Group
Florida
$501K – – –
GM
681
GeoWealth Management
Illinois
$497K +$79.2K +838 +19%
RWM
682
Rialto Wealth Management
New York
$491K +$104K +1,102 +27%
DP
683
Dearborn Partners
Illinois
$491K -$3.88K -41 -0.8%
CWM
684
Cahaba Wealth Management
Georgia
$485K +$5.11K +54 +1%
CA
685
Claro Advisors
Massachusetts
$481K +$77.5K +820 +19%
GSWM
686
Golden State Wealth Management
California
$479K +$216K +2,282 +82%
NA
687
Novus Advisors
South Carolina
$472K +$1.7K +18 +0.4%
MA
688
MONECO Advisors
Connecticut
$471K +$60.1K +636 +15%
CGFA
689
Colton Groome Financial Advisors
North Carolina
$469K -$61.5K -650 -12%
XT
690
XTX Topco
Cayman Islands
$469K +$469K +4,963 New
FWI
691
Facet Wealth Inc
Maryland
$468K -$185K -1,959 -28%
BMCM
692
Bryn Mawr Capital Management
Pennsylvania
$461K +$72.5K +767 +19%
FCA
693
Fortis Capital Advisors
Kansas
$460K -$111K -1,177 -19%
FCAM
694
First Citizens Asset Management
North Carolina
$454K +$24.3K +257 +6%
CFA
695
Cahill Financial Advisors
Minnesota
$447K – – –
SAS
696
Sage Advisory Services
Texas
$443K +$38.4K +406 +9%
FPI
697
Financial Plan Inc
Washington
$439K +$53.1K +561 +14%
CA
698
Calton & Associates
Florida
$437K -$64.9K -686 -13%
HWM
699
HB Wealth Management
Georgia
$430K -$4.35K -46 -1%
APFP
700
Action Point Financial Planning
Michigan
$426K +$426K +4,508 New
26 27
28
29 30