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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
201
Parsons Capital Management
Rhode Island
$5.17M +$9.26K +86 +0.2%
HGWM
202
Horst & Graben Wealth Management
Oregon
$5.17M -$5.17M -48,026 -50%
CM
203
Cornerstone Management
Georgia
$5.13M -$503K -4,673 -9%
WF
204
Williams Financial
Vermont
$5.1M +$645K +5,993 +14%
KAS
205
Kestra Advisory Services
Texas
$5.1M -$2.49M -23,105 -33%
NCM
206
Northwest Capital Management
Oregon
$5.04M -$10M -93,245 -66%
WFC
207
Western Financial Corp
California
$5M -$39.4K -366 -0.8%
CA
208
Continuum Advisory
Idaho
$4.99M +$5M +46,451 New
SAM
209
Strategy Asset Managers
California
$4.97M -$2.2M -20,440 -31%
WCM
210
Wunderlich Capital Managemnt
Tennessee
$4.96M +$31.5K +293 +0.6%
BWP
211
Bernardo Wealth Planning
Pennsylvania
$4.84M +$113K +1,046 +2%
OPS
212
Orion Portfolio Solutions
Nebraska
$4.82M +$378K +3,508 +8%
ACG
213
Allen Capital Group
Nebraska
$4.79M +$2.28M +21,138 +90%
IIA
214
IPG Investment Advisors
California
$4.77M +$4.78M +44,379 New
NSB
215
Norway Savings Bank
Maine
$4.65M -$101K -934 -2%
TWM
216
Tradition Wealth Management
Minnesota
$4.61M -$36.7K -341 -0.8%
CA
217
Corrado Advisors
New Jersey
$4.6M -$172K -1,597 -4%
ACM
218
Antonetti Capital Management
Florida
$4.49M -$21.5K -200 -0.5%
SIA
219
Soltis Investment Advisors
Utah
$4.44M -$1.43M -13,289 -24%
SSWM
220
Smith Salley Wealth Management
North Carolina
$4.31M +$582K +5,402 +16%
SWM
221
Spire Wealth Management
Virginia
$4.27M +$3.98K +37 +0.1%
B
222
Bailard
California
$4.24M -$3.49M -32,433 -45%
AR
223
Advisory Research
Illinois
$4.2M -$501K -4,655 -11%
SWP
224
ShoreHaven Wealth Partners
New Jersey
$4.2M +$4.63K +43 +0.1%
NL
225
NWAM LLC
Washington
$4.14M +$676K +6,276 +19%
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