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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
876
Vermillion & White Wealth Management Group
Pennsylvania
$79.4K – – –
RFP
877
Root Financial Partners
California
$78.8K -$16.3K -171 -17%
CRI
878
Commonwealth Retirement Investments
Virginia
$73.5K +$73.6K +772 New
RIA
879
Realta Investment Advisors
Delaware
$73.2K +$25K +262 +52%
SS
880
Sunbelt Securities
Texas
$67.2K +$7.15K +75 +12%
HR
881
Howe & Rusling
New York
$67.1K +$40.2K +421 +148%
AG
882
AmeriFlex Group
Nevada
$65.9K -$11.3K -118 -15%
KCM
883
Key Capital Management
Tennessee
$63.6K +$63.7K +668 New
MW
884
Merited Wealth
Florida
$63.1K +$63.2K +663 New
RF
885
Rossby Financial
Florida
$58.8K -$17.1K -179 -22%
RA
886
Ransom Advisory
Rhode Island
$56.9K +$57K +598 New
WTC
887
WhitTier Trust Company
Nevada
$55.6K – – –
Q1WB
888
Quest 10 Wealth Builders
Virginia
$54.1K +$11.9K +125 +28%
OC
889
Optima Capital
Oregon
$47.4K +$47.5K +498 New
LC
890
Lavaca Capital
Texas
$44.1K +$44.2K +463 New
C
891
Covestor
United Kingdom
$42K +$858 +9 +2%
SEP
892
Signature Equity Partners
Ohio
$42K +$42.1K +441 New
WSFS
893
Wilmington Savings Fund Society
Delaware
$41.2K -$3.91K -41 -9%
TCOV
894
Trust Company of Vermont
Vermont
$40.7K -$41.7K -437 -51%
TFA
895
Toth Financial Advisory
Virginia
$40.6K +$40.6K +426 New
TFGT
896
TS Financial Group (TSFG)
Illinois
$39K +$668 +7 +2%
DF
897
Dunhill Financial
United Kingdom
$38.3K – – –
TCM
898
Triumph Capital Management
Colorado
$37.7K +$37.8K +396 New
TIM
899
Thompson Investment Management
Wisconsin
$37.6K – – –
SWM
900
SHP Wealth Management
Massachusetts
$37.4K +$37.5K +393 New
34 35
36
37 38