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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
SignalPoint Asset Management
Missouri
– -$403K -4,391 Closed
HOWA
902
Heritage Oak Wealth Advisors
Florida
– -$369K -4,014 Closed
MSFS
903
Main Street Financial Solutions
Pennsylvania
– -$317K -3,452 Closed
MA
904
MONECO Advisors
Connecticut
– -$289K -3,151 Closed
CWM
905
Connecticut Wealth Management
Connecticut
– -$274K -2,983 Closed
FLA
906
Financial Life Advisors
Texas
– -$272K -2,967 Closed
CWS
907
Confluence Wealth Services
Pennsylvania
– -$271K -2,950 Closed
VCM
908
Virtue Capital Management
Tennessee
– -$250K -2,689 Closed
QWM
909
Quadcap Wealth Management
Texas
– -$245K -2,669 Closed
GC
910
Grimes & Company
Massachusetts
– -$242K -2,641 Closed
LAS
911
Lloyd Advisory Services
Georgia
– -$214K -2,328 Closed
EM
912
Excalibur Management
Massachusetts
– -$208K -2,261 Closed
SSWM
913
Strait & Sound Wealth Management
California
– -$207K -2,257 Closed
TIM
914
Tevis Investment Management
Texas
– -$201K -2,188 Closed
ATPW
915
Ashton Thomas Private Wealth
Arizona
– -$154K -1,679 Closed
LIA
916
Lynx Investment Advisory
District of Columbia
– -$140K -1,525 Closed
WAM
917
Wolverine Asset Management
Illinois
– -$79.5K -866 Closed
PGAM
918
Princeton Global Asset Management
New Jersey
– -$76.9K -838 Closed
RIA
919
Realta Investment Advisors
Delaware
– -$69.2K -754 Closed
HCA
920
Harbor Capital Advisors
Illinois
– -$56K -608 Closed
TF
921
Tompkins Financial
New York
– -$33.1K -361 Closed
VCM
922
Versant Capital Management
Arizona
– -$32.2K -351 Closed
CB
923
Chris Bulman
California
– -$31.5K -343 Closed
BI
924
Bramshill Investments
Florida
– -$29.3K -319 Closed
B
925
Birchbrook
Maine
– -$18.3K -199 Closed
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