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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
826
Stephens Inc
Arkansas
$236K -$355K -3,753 -60%
AA
827
Armis Advisers
Georgia
$233K -$1.04K -11 -0.4%
YIM
828
Yoffe Investment Management
Pennsylvania
$232K – – –
TBWA
829
Three Bridge Wealth Advisors
California
$231K +$16.3K +172 +8%
LMFP
830
Larry Mathis Financial Planning
Arizona
$229K -$237K -2,501 -51%
LWMI
831
Legacy Wealth Management (Idaho)
Idaho
$227K +$221K +2,340 +3,493%
SPWG
832
Syntegra Private Wealth Group
Missouri
$223K +$223K +2,363 New
ESB
833
Essex Savings Bank
Connecticut
$222K -$11.6K -123 -5%
KNW
834
Kesler Norman & Wride
Utah
$222K +$1.32K +14 +0.6%
KCM
835
Key Capital Management
Tennessee
$222K +$120K +1,272 +118%
BW
836
BIP Wealth
Georgia
$222K +$3.97K +42 +2%
RSWM
837
Robertson Stephens Wealth Management
California
$220K +$220K +2,325 New
ZIM
838
Zacks Investment Management
Illinois
$216K +$14.5K +153 +7%
SAM
839
Smithbridge Asset Management
Pennsylvania
$216K -$67.9K -718 -24%
SB
840
Sunflower Bank
Texas
$216K +$216K +2,281 New
CAN
841
Capital Advisor Network
Indiana
$215K +$19.7K +208 +10%
CFG
842
Citizens Financial Group
Rhode Island
$215K +$215K +2,274 New
IWN
843
Independent Wealth Network
Iowa
$214K +$9.27K +98 +5%
JESC
844
J.E. Simmons & Co
Texas
$213K +$213K +2,257 New
ACM
845
Advisors Capital Management
New Jersey
$212K +$212K +2,245 New
LSPW
846
Lake Street Private Wealth
Illinois
$212K +$1.42K +15 +0.7%
NG
847
Novem Group
New York
$212K -$6.9K -73 -3%
AWM
848
Avior Wealth Management
Nebraska
$208K -$24.6K -260 -11%
NWP
849
Noble Wealth Partners
Colorado
$208K +$208K +2,199 New
KFG
850
Kelly Financial Group
Connecticut
$207K +$2.55K +27 +1%
32 33
34
35 36