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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
976
Legacy Wealth Management (Idaho)
Idaho
$6.36K +$2.01K +21 +46%
NFSG
977
Newbridge Financial Services Group
Florida
$6.08K – – –
NA
978
Networth Advisors
Pennsylvania
$5.89K – – –
CWM
979
Consultiva Wealth Management
Puerto Rico
$5.79K – – –
1IA
980
1620 Investment Advisors
Massachusetts
$5.7K – – –
AIM
981
Axiom Investment Management
New York
$5.7K +$5.73K +60 New
EWM
982
EPG Wealth Management
Georgia
$5.61K – – –
RIAS
983
Rachor Investment Advisory Services
Michigan
$5.53K +$955 +10 +21%
IAAG
984
Innovative Asset Advisors Group
Connecticut
$5.41K +$5.45K +57 New
BL
985
BFSG LLC
California
$5.22K – – –
CTWM
986
Cherry Tree Wealth Management
Minnesota
$5.13K +$5.16K +54 New
CCM
987
Chilton Capital Management
Texas
$4.56K – – –
MAFA
988
MJT & Associates Financial Advisory
Minnesota
$4.56K – – –
MSWM
989
Mowery & Schoenfeld Wealth Management
Illinois
$4.46K +$4.49K +47 New
GCM
990
Gunpowder Capital Management
Maryland
$4.37K – – –
CPA
991
Cardiff Park Advisors
California
$3.89K – – –
AUB
992
Atlantic Union Bankshares
Virginia
$3.8K – – –
BWM
993
Bernard Wealth Management
Michigan
$3.8K +$3.82K +40 New
SL
994
Salomon & Ludwin
Virginia
$3.79K – – –
CWM
995
Copia Wealth Management
Oregon
$3.42K -$573 -6 -14%
CAM
996
Chesapeake Asset Management
New York
$3.23K – – –
TFG
997
Team Financial Group
California
$3.15K – – –
SIS
998
Strategic Investment Solutions
Illinois
$3.14K – – –
OW
999
Olistico Wealth
Oklahoma
$3.13K – – –
RTC
1000
Riverview Trust Company
Washington
$3.04K +$3.06K +32 New
38 39
40
41 42