We are live on ! Find out more
MBB icon

iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
551
Summit Wealth Group
Vermont
$993K -$7.19K -76 -0.7%
MBT
552
Montecito Bank & Trust
California
$986K -$122K -1,293 -11%
WCM
553
WealthTrak Capital Management
Virginia
$984K +$57.5K +608 +6%
OAS
554
Optivise Advisory Services
Tennessee
$980K +$13.6K +144 +1%
RA
555
RFG Advisory
Alabama
$978K -$41.8K -442 -4%
AF
556
ASL Financial
California
$969K -$55.2K -584 -5%
FPGK
557
Financial Partners Group (Kansas)
Kansas
$957K +$114K +1,206 +14%
ACM
558
Absolute Capital Management
Pennsylvania
$953K +$77.6K +821 +9%
LA
559
LexAurum Advisors
Kansas
$948K +$12.7K +134 +1%
LBC
560
Lowe Brockenbrough & Co
Virginia
$943K – – –
GC
561
GatePass Capital
Ohio
$940K +$187K +1,976 +25%
CFG
562
Carter Financial Group
Illinois
$934K +$98.2K +1,038 +12%
LA
563
Latitude Advisors
Florida
$932K +$53K +560 +6%
OC
564
Oppenheimer & Co
New York
$930K +$87.9K +930 +10%
DE
565
Diversified Enterprises
Delaware
$925K -$26.7K -282 -3%
MWM
566
Mosley Wealth Management
California
$910K -$2.35M -24,812 -72%
FWP
567
Firethorn Wealth Partners
Georgia
$909K -$296K -3,133 -25%
SPI
568
Sutton Place Investors
New York
$908K +$13K +137 +1%
SC
569
Savant Capital
Illinois
$897K +$905K +9,571 New
EC
570
Estate Counselors
Wisconsin
$897K -$21.1M -223,334 -96%
BFA
571
Beacon Financial Advisory
Ohio
$896K +$74.8K +791 +9%
RFA
572
Resurgent Financial Advisors
Georgia
$895K +$48.8K +516 +6%
HTC
573
Haverford Trust Company
Pennsylvania
$893K -$234K -2,477 -21%
TCA
574
Transcend Capital Advisors
New Jersey
$891K +$81.3K +860 +10%
SWM
575
Seed Wealth Management
Illinois
$890K – – –
21 22
23
24 25