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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
976
Kroeger Financial Partners
California
$5.77K +$5.77K +61 New
1IA
977
1620 Investment Advisors
Massachusetts
$5.67K – – –
AIM
978
Axiom Investment Management
New York
$5.67K – – –
PMFA
979
Plante Moran Financial Advisors
Michigan
$5.67K +$5.67K +60 New
EWM
980
EPG Wealth Management
Georgia
$5.63K +$95 +1 +2%
RIAS
981
Rachor Investment Advisory Services
Michigan
$5.52K – – –
CTWM
982
Cherry Tree Wealth Management
Minnesota
$5.48K +$378 +4 +7%
FGC
983
Financial Gravity Companies
Texas
$5.48K +$5.49K +58 New
BL
984
BFSG LLC
California
$5.2K – – –
CCM
985
Chilton Capital Management
Texas
$4.54K – – –
GCM
986
Gunpowder Capital Management
Maryland
$4.35K – – –
CPA
987
Cardiff Park Advisors
California
$3.88K – – –
NWM
988
Nova Wealth Management
Florida
$3.78K -$6.34K -67 -63%
AUB
989
Atlantic Union Bankshares
Virginia
$3.78K – – –
SL
990
Salomon & Ludwin
Virginia
$3.76K – – –
MAFA
991
MJT & Associates Financial Advisory
Minnesota
$3.69K -$851 -9 -19%
CWM
992
Copia Wealth Management
Oregon
$3.4K – – –
UFF
993
USA Financial Formulas
Michigan
$3.31K +$1.42K +15 +75%
CAM
994
Chesapeake Asset Management
New York
$3.21K – – –
SIS
995
Strategic Investment Solutions
Illinois
$3.16K – – –
OW
996
Olistico Wealth
Oklahoma
$3.12K – – –
BFP
997
Birchwood Financial Partners
Minnesota
$2.95K -$14.7K -155 -83%
FRA
998
Front Row Advisors
California
$2.79K – – –
MPWT
999
MassMutual Private Wealth & Trust
Connecticut
$2.65K +$1.7K +18 +180%
LWM
1000
Lodestone Wealth Management
Washington
$2.36K – – –
38 39
40
41 42