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iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.45B +$194M +2,053,970 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$3.59B +$59.9M +633,003 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.92B +$190M +2,006,656 +7%
LPL Financial
4
LPL Financial
California
$2.56B -$81M -856,100 -3%
UBS Group
5
UBS Group
Switzerland
$1.75B -$316M -3,340,299 -15%
TWIM
6
TIAA Wealth Investment Management
New York
$1.4B +$69.3M +733,064 +5%
Ameriprise
7
Ameriprise
Minnesota
$1.29B +$46.8M +494,857 +4%
Morgan Stanley
8
Morgan Stanley
New York
$1.09B +$70.6M +746,091 +7%
TCIIS
9
TIAA-CREF Individual & Institutional Services
New York
$726M +$18.8M +199,122 +3%
Truist Financial
10
Truist Financial
North Carolina
$524M -$22.5M -238,077 -4%
UBS AM
11
UBS AM
Illinois
$404M -$1.94M -20,469 -0.5%
Stifel Financial
12
Stifel Financial
Missouri
$354M +$3.23M +34,107 +0.9%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$310M +$16.3M +172,704 +6%
AF
14
Allworth Financial
California
$287M -$28M -295,696 -9%
Wells Fargo
15
Wells Fargo
California
$275M +$19M +201,401 +7%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$265M -$58.8M -621,843 -18%
State of Tennessee, Department of Treasury
17
State of Tennessee, Department of Treasury
Tennessee
$251M +$16.7M +176,145 +7%
MWA
18
Midland Wealth Advisors
Illinois
$238M +$4.24M +44,850 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$229M +$9.98M +105,551 +5%
SEI Investments
20
SEI Investments
Pennsylvania
$225M +$17.5M +185,578 +8%
MMA
21
Miracle Mile Advisors
California
$222M +$31.1M +328,739 +16%
BlackRock
22
BlackRock
New York
$218M +$8.41M +88,923 +4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$203M +$11.3M +120,011 +6%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$200M +$17.9M +188,877 +10%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$185M +$4.3M +45,425 +2%