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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
801
Orleans Capital Management
Louisiana
$250K – – –
AWA
802
Alta Wealth Advisors
Massachusetts
$250K +$30.8K +326 +14%
IAG
803
Investment Advisory Group
Massachusetts
$249K +$249K +2,632 New
SF
804
Symphony Financial
Texas
$247K +$247K +2,610 New
AWA
805
Asempa Wealth Advisors
Louisiana
$247K -$40.1K -424 -14%
BCG
806
Breakwater Capital Group
New Jersey
$246K -$3.12K -33 -1%
LAS
807
LWM Advisory Services
Florida
$245K +$245K +2,589 New
CA
808
CV Advisors
Florida
$245K +$246K +2,597 New
IAIM
809
International Assets Investment Management
Florida
$244K +$6.43K +68 +3%
MCM
810
Mill Capital Management
North Carolina
$244K – – –
AO
811
Advisor OS
Illinois
$244K +$95 +1 +0%
EWM
812
Elevation Wealth Management
Minnesota
$244K -$33.6K -355 -12%
CWMK
813
Caliber Wealth Management (Kansas)
Kansas
$243K +$15.8K +167 +7%
PFWA
814
Paces Ferry Wealth Advisors
Georgia
$242K +$16.1K +170 +7%
SI
815
Stirlingshire Investments
New York
$241K +$4.63K +49 +2%
PVI
816
Pine Valley Investments
New Jersey
$240K +$21.6K +228 +10%
TCOV
817
Trust Company of Vermont
Vermont
$240K +$240K +2,534 New
EL
818
EQ LLC
Washington
$239K -$23.8K -252 -9%
TA
819
TrueWealth Advisors
Alabama
$239K +$13.5K +143 +6%
GFPC
820
Global Financial Private Client
Florida
$238K -$39.6K -419 -14%
HI
821
Horizon Investments
North Carolina
$237K -$701K -7,412 -75%
SI
822
Stephens Inc
Arkansas
$236K -$355K -3,753 -60%
AA
823
Armis Advisers
Georgia
$233K -$1.04K -11 -0.4%
YIM
824
Yoffe Investment Management
Pennsylvania
$232K – – –
TBWA
825
Three Bridge Wealth Advisors
California
$231K +$16.3K +172 +8%
31 32
33
34 35