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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAM
726
First Citizens Asset Management
North Carolina
$278K -$22.1K -237 -7%
CTA
727
Chesley Taft & Associates
Illinois
$277K +$41.9K +450 +18%
CWM
728
C2C Wealth Management
Arizona
$276K – – –
BJL
729
Brighton Jones LLC
Washington
$273K +$278K +2,981 New
HAS
730
HBW Advisory Services
California
$273K +$56.4K +606 +26%
CAM
731
Cidel Asset Management
Ontario, Canada
$272K – – –
TWA
732
Talisman Wealth Advisors
New Jersey
$271K +$275K +2,952 New
CWM
733
Cornerstone Wealth Management
Missouri
$270K -$2.23K -24 -0.8%
VPF
734
Vantage Point Financial
Illinois
$269K +$273K +2,934 New
WWP
735
WR Wealth Planners
Missouri
$266K -$268K -2,883 -50%
SEIA
736
Signature Estate & Investment Advisors
California
$264K +$268K +2,875 New
MSAGDF
737
Moneda SA Administradora General de Fondos
Chile
$263K – – –
AFP
738
Ausdal Financial Partners
Iowa
$262K -$56.2K -604 -17%
BCG
739
Breakwater Capital Group
New Jersey
$262K -$105K -1,133 -28%
RW
740
Ridgeline Wealth
Arizona
$260K +$264K +2,838 New
WA
741
Waverly Advisors
Alabama
$258K +$62K +666 +31%
CGFA
742
Colton Groome Financial Advisors
North Carolina
$258K +$262K +2,810 New
GC
743
GatePass Capital
Ohio
$254K +$258K +2,766 New
MCC
744
Money Concepts Capital
Florida
$251K +$254K +2,733 New
AWM
745
Avior Wealth Management
Nebraska
$250K -$19.1K -205 -7%
BFG
746
Birch Financial Group
New Hampshire
$247K +$251K +2,696 New
BW
747
BIP Wealth
Georgia
$247K +$251K +2,693 New
SPWG
748
Syntegra Private Wealth Group
Missouri
$247K -$4.75K -51 -2%
BTWM
749
Brass Tax Wealth Management
Ohio
$245K -$13.5K -145 -5%
PVI
750
Pine Valley Investments
New Jersey
$244K -$70K -752 -22%
28 29
30
31 32