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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
726
Stewardship Advisors
Pennsylvania
$269K +$265K +2,863 New
GFPC
727
Global Financial Private Client
Florida
$268K – – –
CAM
728
Cidel Asset Management
Ontario, Canada
$268K -$9.27K -100 -3%
BW
729
Blalock Williams
Alabama
$265K +$11.9K +128 +5%
FEM
730
Fulcrum Equity Management
Texas
$264K +$28.6K +309 +12%
DIP
731
DT Investment Partners
Pennsylvania
$263K +$260K +2,805 New
BFG
732
Berger Financial Group
Minnesota
$260K -$55K -593 -18%
FI
733
FWG Investments
Kentucky
$258K +$255K +2,749 New
AWM
734
Avior Wealth Management
Nebraska
$256K -$1.95K -21 -0.8%
A
735
Argentarii
Ohio
$254K +$251K +2,706 New
CWMK
736
Caliber Wealth Management (Kansas)
Kansas
$249K -$30.5K -329 -11%
SEIA
737
Signature Estate & Investment Advisors
California
$249K -$56.3K -608 -19%
MA
738
MKT Advisors
California
$248K -$89.5K -966 -27%
RCS
739
Retirement Capital Strategies
California
$248K +$12.9K +139 +6%
AAS
740
Ameritas Advisory Services
Nebraska
$248K +$32K +345 +15%
VA
741
Vident Advisory
Georgia
$245K +$8.99K +97 +4%
FFS
742
Founders Financial Securities
Maryland
$243K -$97.3K -1,050 -29%
AWM
743
Accurate Wealth Management
Florida
$242K +$31.8K +343 +15%
GSWM
744
Golden State Wealth Management
California
$241K -$132K -1,425 -36%
TCMP
745
Thrive Capital Management (Pennsylvania)
Pennsylvania
$241K +$238K +2,565 New
FTUS
746
Flow Traders U.S.
New York
$240K +$237K +2,561 New
AI
747
Auour Investments
Massachusetts
$240K +$13K +140 +6%
HI
748
Horizon Investments
North Carolina
$237K -$32.2K -348 -12%
CA
749
Calton & Associates
Florida
$235K -$108K -1,167 -32%
TA
750
Tactive Advisors
Florida
$235K +$232K +2,502 New
28 29
30
31 32