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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
951
Prime Buchholz
New Hampshire
– -$1.59M -17,924 Closed
SWM
952
Scissortail Wealth Management
Oklahoma
– -$1.6M -17,448 Closed
KC
953
Kepos Capital
New York
– -$1.44M -15,700 Closed
DFCM
954
Dark Forest Capital Management
Puerto Rico
– -$1.31M -14,274 Closed
RC
955
Rareview Capital
Nevada
– -$1.24M -12,932 Closed
FC
956
Farringdon Capital
United Kingdom
– -$866K -9,447 Closed
TPI
957
Trust Point Inc
Wisconsin
– -$773K -8,436 Closed
PIA
958
Pinion Investment Advisors
Kansas
– -$744K -8,118 Closed
GFM
959
GEN Financial Management
Minnesota
– -$569K -6,202 Closed
AG
960
AlTi Global
New York
– -$561K -6,116 Closed
ACP
961
Aveo Capital Partners
Colorado
– -$530K -5,786 Closed
SF
962
Symphony Financial
Texas
– -$467K -5,084 Closed
LA
963
Lane & Associates
New Jersey
– -$455K -4,937 Closed
FI
964
FWG Investments
Kentucky
– -$450K -4,904 Closed
DILH
965
Dai-ichi Life Holdings
Japan
– -$448K -4,900 Closed
KA
966
Kooman & Associates
Pennsylvania
– -$440K -4,800 Closed
PWM
967
Pines Wealth Management
North Carolina
– -$407K -4,491 Closed
EC
968
Estate Counselors
Wisconsin
– -$403K -4,400 Closed
CWP
969
Core Wealth Partners
California
– -$399K -4,356 Closed
FA
970
Fiducient Advisors
Illinois
– -$375K -4,089 Closed
OCM
971
Objective Capital Management
Ohio
– -$357K -3,897 Closed
RPGK
972
Retirement Planning Group (Kansas)
Kansas
– -$318K -3,463 Closed
OPWM
973
Oregon Pacific Wealth Management
Oregon
– -$290K -3,164 Closed
BJL
974
Brighton Jones LLC
Washington
– -$273K -2,981 Closed
RW
975
Ridgeline Wealth
Arizona
– -$260K -2,838 Closed
37 38
39
40 41