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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
776
Cidel Asset Management
Ontario, Canada
$271K – – –
TWA
777
Talisman Wealth Advisors
New Jersey
$271K +$49.3K +517 +22%
OWP
778
Obermeyer Wealth Partners
Colorado
$271K +$18K +189 +7%
GFPC
779
Global Financial Private Client
Florida
$269K -$2.58K -27 -0.9%
ECA
780
Elevated Capital Advisors
Utah
$268K -$1.15K -12 -0.4%
EPW
781
Evolve Private Wealth
California
$265K +$266K +2,787 New
CAM
782
Clark Asset Management
New Hampshire
$265K -$62K -650 -19%
GSEP
783
Golden State Equity Partners
California
$263K +$264K +2,765 New
ONB
784
Old National Bancorp
Indiana
$262K +$263K +2,754 New
EGA
785
Eagle Global Advisors
Texas
$261K -$57.1K -599 -18%
CAAS
786
Capital Asset Advisory Services
Michigan
$260K -$477 -5 -0.2%
LCC
787
Lincoln Capital Corp
Rhode Island
$260K -$6.76M -70,910 -96%
FI
788
FWG Investments
Kentucky
$259K -$13K -136 -5%
EL
789
EQ LLC
Washington
$256K +$6.39K +67 +3%
GJWM
790
Gilliland Jeter Wealth Management
Arkansas
$256K +$256K +2,685 New
SI
791
Stirlingshire Investments
New York
$255K +$256K +2,681 New
PCG
792
Prosperity Consulting Group
Maryland
$254K +$254K +2,667 New
WT
793
Whittier Trust
California
$252K – – –
AA
794
Armis Advisers
Georgia
$250K +$254K +2,660 New
KFG
795
Kingdom Financial Group
Arizona
$250K -$387K -4,055 -61%
AWM
796
Activest Wealth Management
Florida
$250K +$250K +2,624 New
EWM
797
Evolution Wealth Management
Florida
$250K +$210K +2,203 +525%
MA
798
MKT Advisors
California
$249K -$4.77K -50 -2%
ICP
799
Impact Capital Partners
Colorado
$247K +$247K +2,589 New
GW
800
Graetz Wealth
Michigan
$246K +$246K +2,578 New
30 31
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