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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAGDF
701
Moneda SA Administradora General de Fondos
Chile
$275K -$492K -5,204 -64%
HWM
702
HB Wealth Management
Georgia
$274K -$2.27K -24 -0.8%
BTWM
703
Brass Tax Wealth Management
Ohio
$270K +$266K +2,813 New
NS
704
NBC Securities
Alabama
$267K -$39.4K -417 -13%
SPWG
705
Syntegra Private Wealth Group
Missouri
$263K +$5.1K +54 +2%
NRC
706
New Republic Capital
North Carolina
$260K -$1.04K -11 -0.4%
NFG
707
Nations Financial Group
Iowa
$255K – – –
FFO
708
Fiduciary Family Office
Florida
$253K +$43.3K +458 +21%
CICC
709
Capital Investment Counsel (Colorado)
Colorado
$250K -$390K -4,125 -61%
CTA
710
Chesley Taft & Associates
Illinois
$246K +$243K +2,571 New
RFC
711
Regions Financial Corp
Alabama
$242K +$30.5K +323 +15%
EBT
712
Enterprise Bank & Trust
Massachusetts
$238K – – –
WC
713
Waterloo Capital
Texas
$238K +$235K +2,482 New
FA
714
Fiduciary Alliance
South Carolina
$238K +$234K +2,481 New
VA
715
Vident Advisory
Georgia
$235K -$193K -2,037 -45%
CA
716
Clearstead Advisors
Ohio
$233K -$25.2K -267 -10%
RFS
717
Richardson Financial Services
Massachusetts
$230K +$20.3K +215 +9%
BCM
718
Beaumont Capital Management
Massachusetts
$229K +$226K +2,389 New
HAS
719
HBW Advisory Services
California
$227K -$4.25K -45 -2%
IP
720
Ignite Planners
California
$226K +$223K +2,358 New
EWA
721
Exencial Wealth Advisors
Oklahoma
$226K -$379K -4,007 -63%
CWM
722
Collaborative Wealth Management
Florida
$226K -$10.2K -108 -4%
RP
723
Rice Partnership
Hawaii
$224K – – –
CWM
724
Chesapeake Wealth Management
Virginia
$223K -$1.61K -17 -0.7%
TPI
725
Trust Point Inc
Wisconsin
$223K +$220K +2,323 New
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