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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
726
Curbstone Financial Management Corp
New Hampshire
– -$569K -5,590 Closed
WFA
727
Wellspring Financial Advisors
Ohio
– -$506K -4,963 Closed
OC
728
Oppenheimer & Co
New York
– -$471K -4,623 Closed
4WM
729
4J Wealth Management
Virginia
– -$446K -4,374 Closed
WPA
730
West Paces Advisors
Georgia
– -$433K -4,250 Closed
I2I
731
Insight 2811 Inc
Illinois
– -$400K -3,924 Closed
WI
732
Wintrust Investments
Illinois
– -$377K -3,699 Closed
AR
733
Apeiron RIA
Texas
– -$355K -3,552 Closed
NDSI
734
Newman Dignan & Sheerar Inc
Rhode Island
– -$344K -3,381 Closed
DCM
735
Donaldson Capital Management
Indiana
– -$331K -3,249 Closed
ATC
736
Argent Trust Co
Tennessee
– -$331K -3,248 Closed
PFM
737
Phillips Financial Management
Indiana
– -$308K -3,027 Closed
KWA
738
KCS Wealth Advisory
California
– -$308K -3,022 Closed
FPAS
739
Focus Partners Advisor Solutions
Missouri
– -$293K -2,880 Closed
SFO
740
Stokes Family Office
Louisiana
– -$293K -2,875 Closed
PWPCM
741
Perella Weinberg Partners Capital Management
New York
– -$283K -2,775 Closed
RFN
742
RDA Financial Network
Iowa
– -$277K -2,722 Closed
SG
743
Strid Group
Pennsylvania
– -$272K -2,667 Closed
TA
744
TruWealth Advisors
Louisiana
– -$264K -2,593 Closed
SIA
745
Soltis Investment Advisors
Utah
– -$260K -2,548 Closed
IDA
746
Intelligence Driven Advisers
California
– -$241K -2,406 Closed
TCBWMS
747
Texas Capital Bank Wealth Management Services
Texas
– -$238K -2,341 Closed
RCM
748
Requisite Capital Management
Texas
– -$234K -2,300 Closed
HWM
749
Hohimer Wealth Management
Washington
– -$224K -2,200 Closed
BCI
750
Brinker Capital Investments
Pennsylvania
– -$223K -2,190 Closed
28 29
30
31 32