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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
901
FSA Wealth Management
Massachusetts
$5.63K – – –
EWM
902
EPG Wealth Management
Georgia
$5.42K +$93 +1 +2%
MAS
903
MPWM Advisory Solutions
Georgia
$5.35K – – –
BL
904
BFSG LLC
California
$5.16K – – –
PMIM
905
Prudent Man Investment Management
Colorado
$4.58K – – –
SL
906
Salomon & Ludwin
Virginia
$4.2K +$4.17K +45 New
CWM
907
Copia Wealth Management
Oregon
$3.94K +$3.89K +42 New
CPA
908
Cardiff Park Advisors
California
$3.85K +$3.8K +41 New
CW
909
Cooksen Wealth
Texas
$3.76K -$5.38K -58 -59%
AUB
910
Atlantic Union Bankshares
Virginia
$3.76K +$3.71K +40 New
HCM
911
Hollencrest Capital Management
California
$3.76K +$3.71K +40 New
OSAM
912
O'Shaughnessy Asset Management
Connecticut
$3.47K -$9.54K -103 -74%
TAM
913
Townsend Asset Management
North Carolina
$3.47K – – –
AF
914
Alerus Financial
North Dakota
$3.47K +$3.43K +37 New
CBT
915
Crews Bank & Trust
Florida
$3.47K +$3.43K +37 New
NOI
916
Newton One Investments
Delaware
$3.38K +$3.34K +36 New
CAM
917
Chesapeake Asset Management
New York
$3.19K – – –
OW
918
Olistico Wealth
Oklahoma
$3.1K +$1.57K +17 +106%
TFG
919
Team Financial Group
California
$3.02K +$2.96K +32 New
SIS
920
Strategic Investment Solutions
Illinois
$3K – – –
FRA
921
Front Row Advisors
California
$2.82K – – –
CAWM
922
Capital A Wealth Management
Pennsylvania
$2.54K -$84.7K -914 -97%
CIA
923
Choate Investment Advisors
Massachusetts
$2.44K +$2.41K +26 New
RFA
924
Register Financial Advisors
Georgia
$2.25K – – –
TWM
925
Topsail Wealth Management
North Carolina
$2.25K – – –
35 36
37
38 39