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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
701
Whittier Trust
California
$309K – – –
LPT
702
Legacy Private Trust
Wisconsin
$308K – – –
BWM
703
BCS Wealth Management
Tennessee
$308K -$13.1K -141 -4%
LBWM
704
Left Brain Wealth Management
Illinois
$306K +$302K +3,262 New
MGIA
705
Moneta Group Investment Advisors
Missouri
$303K +$299K +3,225 New
AIA
706
Angeles Investment Advisors
California
$300K – – –
CA
707
Clearstead Advisors
Ohio
$300K +$16K +173 +6%
HKIMG
708
Hutchens & Kramer Investment Management Group
Indiana
$300K -$255K -2,749 -46%
HOWA
709
Heritage Oak Wealth Advisors
Florida
$296K -$44.3K -478 -13%
CIA
710
Cape Investment Advisory
Georgia
$296K +$51.2K +553 +21%
LJAC
711
L.J. Altfest & Co
New York
$292K -$193K -2,085 -40%
GC
712
GatePass Capital
Ohio
$291K +$20K +216 +8%
IFS
713
Ifrah Financial Services
Arkansas
$289K -$8.15K -88 -3%
MSWMA
714
Market Street Wealth Management Advisors
Indiana
$286K – – –
IP
715
Ignite Planners
California
$286K +$59.1K +638 +26%
RFC
716
Regions Financial Corp
Alabama
$284K +$79.1K +854 +39%
PCS
717
Private Client Services
Kentucky
$280K +$277K +2,987 New
FPW
718
Fairvoy Private Wealth
Alabama
$280K -$172K -1,861 -38%
MHB
719
Midwest Heritage Bank
Iowa
$280K +$10.7K +116 +4%
LGA
720
Lebenthal Global Advisors
New York
$278K +$274K +2,959 New
ATC
721
Argent Trust Co
Tennessee
$276K -$5.56K -60 -2%
CWM
722
C2C Wealth Management
Arizona
$275K – – –
FCAM
723
First Citizens Asset Management
North Carolina
$274K -$1.48K -16 -0.5%
TNBTD
724
Trustmark National Bank Trust Department
Mississippi
$271K – – –
SA
725
Stewardship Advisors
Pennsylvania
$269K +$265K +2,863 New
27 28
29
30 31