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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
951
Forefront Analytics
Pennsylvania
– -$6.63M -72,363 Closed
LWM
952
Liberty Wealth Management
California
– -$5.18M -56,774 Closed
PA
953
Procyon Advisors
Connecticut
– -$1.83M -20,015 Closed
PB
954
Prime Buchholz
New Hampshire
– -$1.59M -17,924 Closed
SWM
955
Scissortail Wealth Management
Oklahoma
– -$1.6M -17,448 Closed
KC
956
Kepos Capital
New York
– -$1.44M -15,700 Closed
DFCM
957
Dark Forest Capital Management
Puerto Rico
– -$1.31M -14,274 Closed
RC
958
Rareview Capital
Nevada
– -$1.24M -12,932 Closed
FC
959
Farringdon Capital
United Kingdom
– -$866K -9,447 Closed
TPI
960
Trust Point Inc
Wisconsin
– -$773K -8,436 Closed
PIA
961
Pinion Investment Advisors
Kansas
– -$744K -8,118 Closed
GFM
962
GEN Financial Management
Minnesota
– -$569K -6,202 Closed
AG
963
AlTi Global
New York
– -$561K -6,116 Closed
ACP
964
Aveo Capital Partners
Colorado
– -$530K -5,786 Closed
SF
965
Symphony Financial
Texas
– -$467K -5,084 Closed
LA
966
Lane & Associates
New Jersey
– -$455K -4,937 Closed
FI
967
FWG Investments
Kentucky
– -$450K -4,904 Closed
DILH
968
Dai-ichi Life Holdings
Japan
– -$448K -4,900 Closed
KA
969
Kooman & Associates
Pennsylvania
– -$440K -4,800 Closed
PWM
970
Pines Wealth Management
North Carolina
– -$407K -4,491 Closed
EC
971
Estate Counselors
Wisconsin
– -$403K -4,400 Closed
CWP
972
Core Wealth Partners
California
– -$399K -4,356 Closed
FA
973
Fiducient Advisors
Illinois
– -$375K -4,089 Closed
OCM
974
Objective Capital Management
Ohio
– -$357K -3,897 Closed
RPGK
975
Retirement Planning Group (Kansas)
Kansas
– -$318K -3,463 Closed
37 38
39
40 41