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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
751
Protective Life
Alabama
$323K – – –
AFW
752
Avantra Family Wealth
Pennsylvania
$323K +$5.39K +57 +2%
GSC
753
Ground Swell Capital
South Carolina
$321K +$322K +3,400 New
MFN
754
Midwest Financial Network
Illinois
$321K +$321K +3,398 New
RCAG
755
Rehmann Capital Advisory Group
Michigan
$321K +$6.15K +65 +2%
LIA
756
Lynx Investment Advisory
District of Columbia
$317K +$37.4K +395 +13%
EGA
757
Eagle Global Advisors
Texas
$315K +$56.2K +594 +22%
ECA
758
Elevated Capital Advisors
Utah
$314K +$26.6K +281 +9%
OPWM
759
Oxinas Partners Wealth Management
Indiana
$314K +$67K +708 +27%
GS
760
GWN Securities
Florida
$314K +$17.3K +183 +6%
BOSSRA
761
B.O.S.S. Retirement Advisors
Utah
$311K +$6.71K +71 +2%
LFG
762
Lockerman Financial Group
California
$308K +$68.7K +726 +29%
FA
763
Flagstar Advisors
New York
$302K +$6.81K +72 +2%
GS
764
GTS Securities
Florida
$299K -$173K -1,832 -37%
BHPW
765
Beverly Hills Private Wealth
California
$299K -$30K -317 -9%
SG
766
Sharper & Granite
California
$298K -$473 -5 -0.2%
LAS
767
Lloyd Advisory Services
Georgia
$298K +$42.6K +451 +17%
IFS
768
Ifrah Financial Services
Arkansas
$297K -$10.7K -113 -3%
CWRP
769
Cassady Wealth & Retirement Planning
Nevada
$294K -$662 -7 -0.2%
T
770
Tidemark
California
$286K -$34.9K -369 -11%
WG
771
Warner Group
Connecticut
$284K +$284K +3,006 New
CFB
772
Cullen/Frost Bankers
Texas
$283K +$39.1K +413 +16%
MSWMA
773
Market Street Wealth Management Advisors
Indiana
$282K +$11K +116 +4%
TA
774
Tactive Advisors
Florida
$281K -$114K -1,202 -29%
CC
775
Clearwave Capital
California
$281K -$122K -1,294 -30%
29 30
31
32 33