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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
751
Clearstead Advisors
Ohio
$244K +$21.2K +228 +9%
WT
752
Whittier Trust
California
$238K -$36K -387 -13%
GSWM
753
Golden State Wealth Management
California
$237K +$241K +2,584 New
EWA
754
Exencial Wealth Advisors
Oklahoma
$236K +$19.9K +214 +9%
WF
755
Wayfinding Financial
Washington
$235K -$3.04M -32,671 -93%
NFG
756
Nations Financial Group
Iowa
$233K -$11K -118 -4%
VA
757
Vident Advisory
Georgia
$230K +$5.4K +58 +2%
EBT
758
Enterprise Bank & Trust
Massachusetts
$228K – – –
AAS
759
Ameritas Advisory Services
Nebraska
$228K +$30.6K +329 +15%
FWM
760
FLP Wealth Management
Arkansas
$226K +$230K +2,469 New
IP
761
Ignite Planners
California
$226K +$10.7K +115 +5%
MSFS
762
Main Street Financial Solutions
Pennsylvania
$226K +$229K +2,460 New
YIM
763
Yoffe Investment Management
Pennsylvania
$225K +$229K +2,458 New
DI
764
Disciplined Investors
Texas
$225K +$232K +2,492 New
WHG
765
Westwood Holdings Group
Texas
$225K -$234K -2,510 -51%
RCM
766
Raleigh Capital Management
North Carolina
$224K -$50K -537 -18%
SAI
767
Savvy Advisors Inc
New York
$222K -$46K -494 -17%
OCM
768
Orleans Capital Management
Louisiana
$220K +$223K +2,393 New
AI
769
Auour Investments
Massachusetts
$216K +$218K +2,342 New
RP
770
Rice Partnership
Hawaii
$214K – – –
KPWM
771
KDK Private Wealth Management
Texas
$211K +$214K +2,303 New
IP
772
Intellectus Partners
California
$211K +$1.68K +18 +0.8%
LSPW
773
Lake Street Private Wealth
Illinois
$207K -$4.56K -49 -2%
MCA
774
Magnolia Capital Advisors
Mississippi
$204K +$207K +2,221 New
KFG
775
Kelly Financial Group
Connecticut
$203K +$207K +2,219 New
29 30
31
32 33