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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
826
TrueWealth Advisors
Alabama
$226K -$860 -9 -0.4%
AWM
827
Accurate Wealth Management
Florida
$226K -$7.36K -77 -3%
LFWA
828
LiftPoint Family Wealth Advisors
New Jersey
$226K +$3.82K +40 +2%
PA
829
PSI Advisors
Florida
$224K +$225K +2,357 New
KNW
830
Kesler Norman & Wride
Utah
$222K +$223K +2,336 New
5NPW
831
55 North Private Wealth
Florida
$220K +$222K +2,320 New
NG
832
Novem Group
New York
$220K -$231K -2,417 -51%
AWA
833
Alta Wealth Advisors
Massachusetts
$220K +$221K +2,316 New
PVI
834
Pine Valley Investments
New Jersey
$220K +$221K +2,314 New
BW
835
BIP Wealth
Georgia
$219K -$8.79K -92 -4%
BAG
836
Bridgewealth Advisory Group
California
$218K +$219K +2,297 New
BFG
837
Berger Financial Group
Minnesota
$217K +$1.62K +17 +0.8%
TBWA
838
Three Bridge Wealth Advisors
California
$215K +$2.87K +30 +1%
RFC
839
Regions Financial Corp
Alabama
$215K +$216K +2,264 New
GT
840
Glenview Trust
Kentucky
$215K +$216K +2,263 New
NI
841
Natural Investments
California
$214K -$317K -3,317 -60%
SC
842
Sapient Capital
Indiana
$214K – – –
LSPW
843
Lake Street Private Wealth
Illinois
$212K +$955 +10 +0.5%
OPWM
844
Oregon Pacific Wealth Management
Oregon
$211K +$212K +2,223 New
FPW
845
Fairvoy Private Wealth
Alabama
$209K -$90.6K -948 -30%
GBT
846
Grove Bank & Trust
Florida
$209K – – –
TPI
847
Trust Point Inc
Wisconsin
$209K +$210K +2,200 New
IWN
848
Independent Wealth Network
Iowa
$206K +$207K +2,169 New
KFG
849
Kelly Financial Group
Connecticut
$205K +$1.81K +19 +0.9%
KPWM
850
KDK Private Wealth Management
Texas
$204K -$9.84K -103 -5%
32 33
34
35 36