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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
901
EPG Wealth Management
Georgia
$5.42K +$93 +1 +2%
MAS
902
MPWM Advisory Solutions
Georgia
$5.35K – – –
BL
903
BFSG LLC
California
$5.16K – – –
PMIM
904
Prudent Man Investment Management
Colorado
$4.58K – – –
SL
905
Salomon & Ludwin
Virginia
$4.2K +$4.17K +45 New
CWM
906
Copia Wealth Management
Oregon
$3.94K +$3.89K +42 New
CPA
907
Cardiff Park Advisors
California
$3.85K +$3.8K +41 New
CW
908
Cooksen Wealth
Texas
$3.76K -$5.38K -58 -59%
AUB
909
Atlantic Union Bankshares
Virginia
$3.76K +$3.71K +40 New
HCM
910
Hollencrest Capital Management
California
$3.76K +$3.71K +40 New
OSAM
911
O'Shaughnessy Asset Management
Connecticut
$3.47K -$9.54K -103 -74%
TAM
912
Townsend Asset Management
North Carolina
$3.47K – – –
AF
913
Alerus Financial
North Dakota
$3.47K +$3.43K +37 New
CBT
914
Crews Bank & Trust
Florida
$3.47K +$3.43K +37 New
NOI
915
Newton One Investments
Delaware
$3.38K +$3.34K +36 New
CAM
916
Chesapeake Asset Management
New York
$3.19K – – –
OW
917
Olistico Wealth
Oklahoma
$3.1K +$1.57K +17 +106%
TFG
918
Team Financial Group
California
$3.02K +$2.96K +32 New
SIS
919
Strategic Investment Solutions
Illinois
$3K – – –
FRA
920
Front Row Advisors
California
$2.82K – – –
CAWM
921
Capital A Wealth Management
Pennsylvania
$2.54K -$84.7K -914 -97%
CIA
922
Choate Investment Advisors
Massachusetts
$2.44K +$2.41K +26 New
RFA
923
Register Financial Advisors
Georgia
$2.25K – – –
TWM
924
Topsail Wealth Management
North Carolina
$2.25K – – –
IRC
925
Investors Research Corp
Georgia
$2.16K – – –
35 36
37
38 39