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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
726
Archer Investment Management
Texas
$351K -$209K -2,205 -37%
WPWM
727
Windward Private Wealth Management
Kansas
$348K +$36.9K +390 +12%
PBF
728
Petix & Botte Financial
California
$347K +$286K +3,029 +474%
TCWM
729
Total Clarity Wealth Management
Illinois
$346K -$84.6K -895 -20%
RCM
730
Raleigh Capital Management
North Carolina
$342K +$106K +1,125 +45%
VPF
731
Vantage Point Financial
Illinois
$340K -$176K -1,863 -34%
HKIMG
732
Hutchens & Kramer Investment Management Group
Indiana
$339K -$284 -3 -0.1%
CSB
733
City State Bank
Iowa
$338K +$6.9K +73 +2%
VFG
734
Victory Financial Group
Texas
$337K -$567 -6 -0.2%
MIA
735
MMBG Investment Advisors
Florida
$336K – – –
FA
736
Fiduciary Alliance
South Carolina
$334K -$35.7K -378 -10%
ACP
737
Aviance Capital Partners
Florida
$333K – – –
RWM
738
Raffa Wealth Management
District of Columbia
$333K – – –
MAM
739
Madison Asset Management
Wisconsin
$333K – – –
MCA
740
Magnolia Capital Advisors
Mississippi
$331K – – –
MMG
741
Monetary Management Group
Missouri
$331K -$94.6K -1,000 -22%
FPW
742
Fairvoy Private Wealth
Alabama
$329K +$120K +1,274 +58%
FEM
743
Fulcrum Equity Management
Texas
$328K +$36.2K +383 +12%
GG
744
Greenwood Gearhart
Arkansas
$327K +$327K +3,459 New
CMMS
745
Comprehensive Money Management Services
Florida
$326K -$25.1K -265 -7%
HIM
746
Hillsdale Investment Management
Ontario, Canada
$324K – – –
PL
747
Protective Life
Alabama
$323K – – –
AFW
748
Avantra Family Wealth
Pennsylvania
$323K +$5.39K +57 +2%
GSC
749
Ground Swell Capital
South Carolina
$321K +$322K +3,400 New
MFN
750
Midwest Financial Network
Illinois
$321K +$321K +3,398 New
28 29
30
31 32