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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
676
Heritage Oak Wealth Advisors
Florida
$365K +$371K +3,980 New
ECA
677
Elevated Capital Advisors
Utah
$363K -$63.6K -683 -15%
CWM
678
CIBC World Markets
New York
$359K +$18.5K +199 +5%
OCM
679
Objective Capital Management
Ohio
$357K +$6.7K +72 +2%
IWA
680
IVC Wealth Advisors
Pennsylvania
$353K +$18.8K +202 +6%
FCI
681
Financial Counselors Inc
Kansas
$348K -$17.8K -191 -5%
UAG
682
United Advisor Group
Ohio
$347K -$328K -3,526 -48%
SG
683
StoneX Group
New York
$346K -$245K -2,630 -41%
FA
684
Flagstar Advisors
New York
$345K -$63.6K -683 -15%
RFA
685
RTD Financial Advisors
Pennsylvania
$344K +$33.8K +363 +11%
EGA
686
Eagle Global Advisors
Texas
$340K +$33.5K +360 +11%
WFA
687
WMG Financial Advisors
Tennessee
$338K +$14.2K +152 +4%
MHB
688
Midwest Heritage Bank
Iowa
$338K -$82.1K -882 -19%
DSA
689
Droms Strauss Advisors
Missouri
$335K +$340K +3,651 New
CAM
690
Clark Asset Management
New Hampshire
$330K -$54.2K -582 -14%
PBF
691
Petix & Botte Financial
California
$326K -$18.4K -198 -5%
MIA
692
MMBG Investment Advisors
Florida
$326K – – –
JIP
693
Jaffetilchin Investment Partners
Florida
$325K -$395K -4,237 -54%
CA
694
Continuum Advisory
Idaho
$323K +$17.5K +188 +6%
RWM
695
Raffa Wealth Management
District of Columbia
$323K – – –
MAM
696
Madison Asset Management
Wisconsin
$323K – – –
MIA
697
Madison Investment Advisors
Wisconsin
$323K +$328K +3,519 New
CMMS
698
Comprehensive Money Management Services
Florida
$322K +$327K +3,515 New
MMG
699
Monetary Management Group
Missouri
$321K – – –
KAS
700
KPP Advisory Services
Kentucky
$320K +$39.3K +422 +14%
26 27
28
29 30