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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
801
Frisch Financial Group
New York
$245K +$245K +2,569 New
BCG
802
Breakwater Capital Group
New Jersey
$244K +$8.11K +85 +3%
MHB
803
Midwest Heritage Bank
Iowa
$241K -$39.6K -415 -14%
ESB
804
Essex Savings Bank
Connecticut
$241K +$858 +9 +0.4%
CWM
805
C2C Wealth Management
Arizona
$241K -$38K -398 -14%
CFA
806
Churchill Financial Advisors
Kentucky
$240K +$240K +2,520 New
AWM
807
Avior Wealth Management
Nebraska
$238K -$29.6K -310 -11%
IAIM
808
International Assets Investment Management
Florida
$236K -$210K -2,206 -47%
AWM
809
Accurate Wealth Management
Florida
$236K -$40.2K -421 -15%
YIM
810
Yoffe Investment Management
Pennsylvania
$234K – – –
HIM
811
Hillsdale Investment Management
Ontario, Canada
$231K +$46.7K +490 +25%
MSFS
812
Main Street Financial Solutions
Pennsylvania
$231K -$96.3K -1,010 -29%
NS
813
Northland Securities
Minnesota
$231K +$231K +2,423 New
CTA
814
Chesley Taft & Associates
Illinois
$229K +$23.1K +242 +11%
HC
815
Headland Capital
South Carolina
$229K -$7.63K -80 -3%
NL
816
NVWM LLC
Pennsylvania
$228K +$229K +2,398 New
TA
817
TrueWealth Advisors
Alabama
$228K +$19.4K +203 +9%
BW
818
BIP Wealth
Georgia
$228K +$8.78K +92 +4%
SAG
819
SageView Advisory Group
California
$228K +$22.9K +240 +11%
PFWA
820
Paces Ferry Wealth Advisors
Georgia
$225K +$226K +2,365 New
MCC
821
Money Concepts Capital
Florida
$224K +$16.6K +174 +8%
LFWA
822
LiftPoint Family Wealth Advisors
New Jersey
$223K +$223K +2,341 New
CWMK
823
Caliber Wealth Management (Kansas)
Kansas
$220K +$2.38K +25 +1%
WHG
824
Westwood Holdings Group
Texas
$220K -$9.16K -96 -4%
A
825
Argentarii
Ohio
$218K -$65.1K -682 -23%
31 32
33
34 35