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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
751
Breakwater Capital Group
New Jersey
$228K -$40K -432 -15%
AC
752
ASB Consultores
Florida
$227K +$224K +2,423 New
IP
753
Ignite Planners
California
$227K -$3.15K -34 -1%
AI
754
Auour Investments
Massachusetts
$226K +$6.38K +69 +3%
OCM
755
Orleans Capital Management
Louisiana
$224K – – –
NRC
756
New Republic Capital
North Carolina
$220K -$73.3K -792 -25%
KFG
757
Kelly Financial Group
Connecticut
$218K +$9.8K +106 +5%
PFWA
758
Paces Ferry Wealth Advisors
Georgia
$216K +$11K +119 +5%
HWP
759
Heritage Wealth Partners
Ohio
$216K +$213K +2,307 New
BW
760
BIP Wealth
Georgia
$216K -$36.2K -391 -15%
IP
761
Intellectus Partners
California
$216K – – –
HAS
762
HBW Advisory Services
California
$215K -$62.7K -678 -23%
SPWG
763
Syntegra Private Wealth Group
Missouri
$215K -$37.1K -401 -15%
KPWM
764
KDK Private Wealth Management
Texas
$214K +$92 +1 +0%
VCM
765
Virtue Capital Management
Tennessee
$214K +$211K +2,283 New
AAS
766
Ameritas Advisory Services
Nebraska
$214K -$17.6K -190 -8%
MCA
767
Magnolia Capital Advisors
Mississippi
$208K – – –
SIS
768
Sound Income Strategies
Florida
$208K +$14.2K +153 +7%
LSPW
769
Lake Street Private Wealth
Illinois
$207K -$4.16K -45 -2%
AWM
770
Accurate Wealth Management
Florida
$207K -$168K -1,811 -45%
SC
771
Savant Capital
Illinois
$206K +$203K +2,192 New
BWM
772
Bulltick Wealth Management
Florida
$204K +$201K +2,172 New
FWM
773
FLP Wealth Management
Arkansas
$203K -$27.8K -301 -12%
RFC
774
Regions Financial Corp
Alabama
$203K +$200K +2,166 New
UAG
775
United Advisor Group
Ohio
$202K -$151K -1,633 -43%
29 30
31
32 33