We are live on ! Find out more
MBB icon

iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
326
FAS Wealth Partners
Kansas
$946K +$426K +3,855 +82%
PJSIMP
327
P.J. Schmidt Investment Management (PJS)
Wisconsin
$923K +$925K +8,369 New
AA
328
Alesco Advisors
New York
$917K +$22.1K +200 +2%
ATPW
329
Ashton Thomas Private Wealth
Arizona
$914K -$154K -1,393 -14%
Lido Advisors
330
Lido Advisors
California
$908K -$4.09M -37,022 -82%
IFG
331
Independent Financial Group
California
$877K -$102K -925 -10%
CWM
332
Cahaba Wealth Management
Georgia
$868K +$1.77K +16 +0.2%
NFG
333
Next Financial Group
Texas
$863K -$955K -8,637 -52%
MAM
334
Meeder Asset Management
Ohio
$858K +$102K +919 +13%
FAG
335
Financial Advisory Group
Texas
$845K -$221K -2,000 -21%
OC
336
Oppenheimer & Co
New York
$844K +$214K +1,937 +34%
CAG
337
Csenge Advisory Group
Florida
$838K -$993K -8,981 -54%
RPWA
338
Regent Peak Wealth Advisors
Georgia
$810K -$73.9K -668 -8%
GFPC
339
Global Financial Private Client
Florida
$804K -$21.6K -195 -3%
AWS
340
AJ Wealth Strategies
New York
$792K -$228K -2,058 -22%
CAN
341
Claraphi Advisory Network
United States
$769K -$208K -1,878 -21%
JWCA
342
J.W. Coons Advisors
Ohio
$769K +$67.2K +608 +10%
ACP
343
Aveo Capital Partners
Colorado
$763K +$764K +6,910 New
AF
344
Allworth Financial
California
$755K -$343K -3,101 -31%
CAM
345
Cresset Asset Management
Illinois
$753K +$755K +6,825 New
EW
346
Evoke Wealth
California
$736K
SW
347
SVB Wealth
Massachusetts
$717K +$74.9K +677 +12%
PPP
348
Private Portfolio Partners
New Jersey
$716K +$178K +1,606 +33%
BIA
349
Bigelow Investment Advisors
Maine
$704K +$142K +1,280 +25%
AGA
350
Arkos Global Advisors
Texas
$702K -$86K -778 -11%