We are live on ! Find out more
MBB icon

iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
251
Lido Advisors
California
$1.35M +$1.35M +12,530 New
CWM
252
Cornerstone Wealth Management
Missouri
$1.34M -$188K -1,742 -12%
BWL
253
Bogart Wealth LLC
Virginia
$1.31M +$1.31M +12,135 New
LNWWM
254
Laird Norton Wetherby Wealth Management
California
$1.29M +$648 +6 +0.1%
DAS
255
Dynamic Advisor Solutions
Arizona
$1.29M +$536K +4,964 +71%
Allianz Asset Management
256
Allianz Asset Management
Germany
$1.28M -$4.91M -45,446 -79%
RWMH
257
Riverpoint Wealth Management Holdings
Illinois
$1.26M +$373K +3,457 +42%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$1.24M +$1.23M +11,428 New
MWM
259
Mattern Wealth Management
Kansas
$1.23M +$1.23M +11,377 New
SPC
260
Sigma Planning Corp
Michigan
$1.22M -$1.09M -10,101 -47%
QCMNJ
261
Quantum Capital Management (New Jersey)
New Jersey
$1.2M +$46.5K +430 +4%
OIA
262
OneDigital Investment Advisors
Kansas
$1.19M +$699K +6,474 +144%
PFA
263
Pettinga Financial Advisors
Indiana
$1.17M +$256K +2,367 +28%
AGA
264
Arkos Global Advisors
Texas
$1.17M
MA
265
MUFG Americas
New York
$1.16M +$361K +3,344 +45%
KWM
266
Kingsview Wealth Management
Oregon
$1.14M +$439K +4,065 +63%
RPWA
267
Regent Peak Wealth Advisors
Georgia
$1.14M +$1.14M +10,511 New
PA
268
PFG Advisors
Arizona
$1.11M +$148K +1,374 +16%
AA
269
Alesco Advisors
New York
$1.1M
HCA
270
Harbour Capital Advisors
Virginia
$1.09M +$1.09M +10,115 New
WP
271
WealthShield Partners
North Carolina
$1.08M +$207K +1,917 +24%
1WA
272
180 Wealth Advisors
Washington
$1.06M -$12.4K -115 -1%
FAG
273
Financial Advisory Group
Texas
$1.04M +$799K +7,400 +329%
DADC
274
D.A. Davidson & Co
Montana
$1.04M -$28.6K -265 -3%
CC
275
Cypress Capital
Tennessee
$1.02M +$62.9K +582 +7%