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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
751
Exencial Wealth Advisors
Oklahoma
$229K -$12.1K -131 -5%
WHG
752
Westwood Holdings Group
Texas
$228K -$1.76K -19 -0.8%
BCG
753
Breakwater Capital Group
New Jersey
$228K -$40K -432 -15%
AC
754
ASB Consultores
Florida
$227K +$224K +2,423 New
IP
755
Ignite Planners
California
$227K -$3.15K -34 -1%
AI
756
Auour Investments
Massachusetts
$226K +$6.38K +69 +3%
OCM
757
Orleans Capital Management
Louisiana
$224K – – –
NRC
758
New Republic Capital
North Carolina
$220K -$73.3K -792 -25%
KFG
759
Kelly Financial Group
Connecticut
$218K +$9.8K +106 +5%
PFWA
760
Paces Ferry Wealth Advisors
Georgia
$216K +$11K +119 +5%
HWP
761
Heritage Wealth Partners
Ohio
$216K +$213K +2,307 New
BW
762
BIP Wealth
Georgia
$216K -$36.2K -391 -15%
IP
763
Intellectus Partners
California
$216K – – –
HAS
764
HBW Advisory Services
California
$215K -$62.7K -678 -23%
SPWG
765
Syntegra Private Wealth Group
Missouri
$215K -$37.1K -401 -15%
KPWM
766
KDK Private Wealth Management
Texas
$214K +$92 +1 +0%
VCM
767
Virtue Capital Management
Tennessee
$214K +$211K +2,283 New
AAS
768
Ameritas Advisory Services
Nebraska
$214K -$17.6K -190 -8%
MCA
769
Magnolia Capital Advisors
Mississippi
$208K – – –
SIS
770
Sound Income Strategies
Florida
$208K +$14.2K +153 +7%
LSPW
771
Lake Street Private Wealth
Illinois
$207K -$4.16K -45 -2%
AWM
772
Accurate Wealth Management
Florida
$207K -$168K -1,811 -45%
SC
773
Savant Capital
Illinois
$206K +$203K +2,192 New
BWM
774
Bulltick Wealth Management
Florida
$204K +$201K +2,172 New
FWM
775
FLP Wealth Management
Arkansas
$203K -$27.8K -301 -12%
29 30
31
32 33