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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
901
JPL Wealth Management
Colorado
– -$213K -2,263 Closed
ACM
902
Advisors Capital Management
New Jersey
– -$201K -2,135 Closed
BI
903
Bramshill Investments
Florida
– -$109K -1,160 Closed
SC
904
SouthState Corp
Florida
– -$72.5K -771 Closed
WCM
905
Winthrop Capital Management
Indiana
– -$60.4K -642 Closed
FFO
906
Fortitude Family Office
Arizona
– -$53.3K -567 Closed
GIA
907
Goodwin Investment Advisory
Georgia
– -$43.8K -466 Closed
AWM
908
Able Wealth Management
New Jersey
– -$42.6K -453 Closed
MFT
909
Moisand Fitzgerald Tamayo
Florida
– -$33.7K -358 Closed
SVCP
910
Silicon Valley Capital Partners
California
– -$33.7K -358 Closed
KA
911
Kozak & Associates
Colorado
– -$31.1K -334 Closed
LFASL
912
Lugano Financial Advisors SA (LFA)
Switzerland
– -$27.9K -297 Closed
RFA
913
Register Financial Advisors
Georgia
– -$25.1K -267 Closed
AT
914
Arlington Trust
Alabama
– -$23.4K -249 Closed
TVAMP
915
Tennessee Valley Asset Management Partners
Tennessee
– -$18.6K -198 Closed
CTA
916
Colonial Trust Advisors
South Carolina
– -$17.8K -189 Closed
FA
917
Faithward Advisors
Pennsylvania
– -$16.1K -174 Closed
FBC
918
Fairfield, Bush & Co
Connecticut
– -$14.1K -150 Closed
TH
919
TCTC Holdings
Texas
– -$13.6K -145 Closed
PFBT
920
Parkside Financial Bank & Trust
Missouri
– -$9.79K -104 Closed
AC
921
AlphaCore Capital
California
– -$9.69K -103 Closed
CW
922
Cooksen Wealth
Texas
– -$9.22K -98 Closed
AEPWM
923
Atlantic Edge Private Wealth Management
Florida
– -$8.56K -91 Closed
OFG
924
Oxford Financial Group
Indiana
– -$8K -85 Closed
AWM
925
Atticus Wealth Management
Florida
– -$7.57K -80 Closed
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