We are live on ! Find out more
MBB icon

iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
401
Jaffetilchin Investment Partners
Florida
$379K +$379K +3,430 New
OWP
402
Obermeyer Wealth Partners
Colorado
$376K – – –
CG
403
Colony Group
Massachusetts
$374K +$94.7K +856 +34%
BF
404
Blankinship & Foster
California
$371K -$31.8K -288 -8%
NDSI
405
Newman Dignan & Sheerar Inc
Rhode Island
$368K -$99K -895 -21%
OCPWS
406
One Charles Private Wealth Services
Massachusetts
$366K – – –
SHGA
407
Sand Hill Global Advisors
California
$364K +$364K +3,294 New
LW
408
Linscomb Wealth
Texas
$362K +$14.8K +134 +4%
CCG
409
Cypress Capital Group
Florida
$361K -$44.2K -400 -11%
MRC
410
Millburn Ridgefield Corp
New York
$361K +$198K +1,793 +121%
MC
411
Moors & Cabot
Massachusetts
$358K +$359K +3,242 New
CCA
412
Catalyst Capital Advisors
New York
$355K +$171K +1,550 +93%
PWMG
413
Prestige Wealth Management Group
New Jersey
$354K – – –
BF
414
BOK Financial
Oklahoma
$353K +$55.2K +499 +18%
FI
415
FormulaFolio Investments
Michigan
$351K -$213K -1,926 -38%
LPIC
416
LeJeune Puetz Investment Counsel
Michigan
$343K – – –
BWCS
417
Beirne Wealth Consulting Services
Connecticut
$338K +$338K +3,060 New
SG
418
StoneX Group
New York
$335K +$28.3K +256 +9%
MWM
419
Mattern Wealth Management
Kansas
$331K -$14.3K -129 -4%
RCM
420
Robinson Capital Management
Michigan
$331K – – –
CWM
421
Cedar Wealth Management
California
$322K -$8.85K -80 -3%
DTC
422
Davidson Trust Company
Washington
$322K – – –
RWM
423
Rezny Wealth Management
Florida
$319K +$320K +2,896 New
CHAM
424
Clear Harbor Asset Management
Connecticut
$316K -$49.8K -450 -14%
IAS
425
IMA Advisory Services
Colorado
$309K – – –
15 16
17
18 19