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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
751
Beverly Hills Private Wealth
California
$330K -$1.72K -18 -0.5%
AWM
752
Adams Wealth Management
Utah
$330K -$3.92K -41 -1%
CI
753
CacheTech Inc
Utah
$330K -$3.92K -41 -1%
HIM
754
Hillsdale Investment Management
Ontario, Canada
$326K +$95.5K +1,000 +41%
VAG
755
VisionPoint Advisory Group
Texas
$324K +$326K +3,415 New
PL
756
Protective Life
Alabama
$324K +$326K +3,415 New
T
757
Tidemark
California
$322K +$193K +2,015 +146%
AFW
758
Avantra Family Wealth
Pennsylvania
$319K +$1.72K +18 +0.5%
FI
759
FWG Investments
Kentucky
$318K +$60.1K +629 +23%
RCAG
760
Rehmann Capital Advisory Group
Michigan
$316K -$15.3K -160 -5%
WPWM
761
Windward Private Wealth Management
Kansas
$313K -$3.15K -33 -1%
IFS
762
Ifrah Financial Services
Arkansas
$309K -$5.45K -57 -2%
BOSSRA
763
B.O.S.S. Retirement Advisors
Utah
$305K +$2.58K +27 +0.8%
BS
764
Banco Santander
Spain
$302K +$304K +3,180 New
NA
765
Nordwand Advisors
Pennsylvania
$301K – – –
SG
766
Sharper & Granite
California
$300K – – –
PJSIMP
767
P.J. Schmidt Investment Management (PJS)
Wisconsin
$300K -$221K -2,313 -42%
GS
768
GWN Securities
Florida
$298K -$4.01K -42 -1%
FA
769
Flagstar Advisors
New York
$297K -$30.3K -317 -9%
CWRP
770
Cassady Wealth & Retirement Planning
Nevada
$296K -$25.7K -269 -8%
GJWM
771
Gilliland Jeter Wealth Management
Arkansas
$296K +$41K +429 +16%
FEM
772
Fulcrum Equity Management
Texas
$293K +$669 +7 +0.2%
NS
773
Northland Securities
Minnesota
$290K +$60.4K +632 +26%
ECA
774
Elevated Capital Advisors
Utah
$289K +$21.9K +229 +8%
AWA
775
Asempa Wealth Advisors
Louisiana
$287K +$75.7K +792 +35%
29 30
31
32 33