We are live on ! Find out more
MBB icon

iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Evercore Wealth Management
New York
$206K +$1.07K +10 +0.5%
HB
227
Homrich & Berg
Georgia
$201K -$60.1K -561 -23%
ASN
228
Advisory Services Network
Georgia
$193K -$426K -3,973 -69%
FA
229
Financial Advantage
Maryland
$189K +$189K +1,763 New
JCM
230
Jacobi Capital Management
Pennsylvania
$187K +$50.5K +471 +37%
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$181K +$142K +1,330 +333%
PA
232
Parallel Advisors
California
$165K
PSC
233
Prentiss Smith & Co
Vermont
$155K
BAM
234
Barrett Asset Management
New York
$129K +$80.3K +750 +167%
HCC
235
Hirtle Callaghan & Co
Pennsylvania
$122K
BF
236
BOK Financial
Oklahoma
$112K +$112K +1,050 New
BCA
237
Bray Capital Advisors
Florida
$107K
FNB
238
Farmers National Bank
Kentucky
$107K
FANJ
239
Financial Architects (New Jersey)
New Jersey
$102K +$3.11K +29 +3%
HDIM
240
Hanson & Doremus Investment Management
Vermont
$101K
MCIA
241
Mountain Capital Investment Advisors
Colorado
$101K
MFW
242
Mosaic Family Wealth
Missouri
$99K
WTC
243
WhitTier Trust Company
Nevada
$99K
RFWA
244
RPg Family Wealth Advisory
Massachusetts
$98K +$98K +915 New
RIA
245
RPG Investment Advisory
California
$94K +$93.9K +877 New
GWM
246
Geneos Wealth Management
Colorado
$85K -$61.7K -576 -42%
SAM
247
Solaris Asset Management
New York
$85K
MAM
248
Meeder Asset Management
Ohio
$72K +$17.4K +162 +32%
AWM
249
AllSquare Wealth Management
New York
$69K +$69K +644 New
WB
250
Webster Bank
Connecticut
$68K