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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
726
Chesley Taft & Associates
Illinois
$277K +$41.9K +450 +18%
CWM
727
C2C Wealth Management
Arizona
$276K – – –
BJL
728
Brighton Jones LLC
Washington
$273K +$278K +2,981 New
HAS
729
HBW Advisory Services
California
$273K +$56.4K +606 +26%
CAM
730
Cidel Asset Management
Ontario, Canada
$272K – – –
TWA
731
Talisman Wealth Advisors
New Jersey
$271K +$275K +2,952 New
CWM
732
Cornerstone Wealth Management
Missouri
$270K -$2.23K -24 -0.8%
VPF
733
Vantage Point Financial
Illinois
$269K +$273K +2,934 New
WWP
734
WR Wealth Planners
Missouri
$266K -$268K -2,883 -50%
SEIA
735
Signature Estate & Investment Advisors
California
$264K +$268K +2,875 New
MSAGDF
736
Moneda SA Administradora General de Fondos
Chile
$263K – – –
AFP
737
Ausdal Financial Partners
Iowa
$262K -$56.2K -604 -17%
BCG
738
Breakwater Capital Group
New Jersey
$262K -$105K -1,133 -28%
RW
739
Ridgeline Wealth
Arizona
$260K +$264K +2,838 New
WA
740
Waverly Advisors
Alabama
$258K +$62K +666 +31%
CGFA
741
Colton Groome Financial Advisors
North Carolina
$258K +$262K +2,810 New
GC
742
GatePass Capital
Ohio
$254K +$258K +2,766 New
MCC
743
Money Concepts Capital
Florida
$251K +$254K +2,733 New
AWM
744
Avior Wealth Management
Nebraska
$250K -$19.1K -205 -7%
BFG
745
Birch Financial Group
New Hampshire
$247K +$251K +2,696 New
BW
746
BIP Wealth
Georgia
$247K +$251K +2,693 New
SPWG
747
Syntegra Private Wealth Group
Missouri
$247K -$4.75K -51 -2%
BTWM
748
Brass Tax Wealth Management
Ohio
$245K -$13.5K -145 -5%
PVI
749
Pine Valley Investments
New Jersey
$244K -$70K -752 -22%
CA
750
Clearstead Advisors
Ohio
$244K +$21.2K +228 +9%
28 29
30
31 32