We are live on ! Find out more
MBB icon

iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
551
Gladstone Institutional Advisory
Florida
$752K -$8.19K -88 -1%
1WA
552
180 Wealth Advisors
Washington
$748K -$96.3K -1,034 -11%
SFM
553
Signet Financial Management
New Jersey
$747K -$11.3K -121 -1%
PIA
554
Pinion Investment Advisors
Kansas
$744K +$269K +2,887 +55%
B
555
Barings
North Carolina
$743K – – –
TWM
556
Trinity Wealth Management
Pennsylvania
$735K -$4.1K -44 -0.5%
MWS
557
Maxwell Wealth Strategies
California
$733K +$31K +333 +4%
HWM
558
Hobbs Wealth Management
Indiana
$732K +$744K +7,988 New
AL
559
ADE LLC
Maryland
$718K +$61.9K +665 +9%
CFG
560
Chapman Financial Group
Hawaii
$718K +$729K +7,834 New
DWA
561
Delta Wealth Advisors
Indiana
$714K +$314K +3,370 +76%
PI
562
PFG Investments
New York
$714K -$382K -4,107 -35%
GAM
563
Gotham Asset Management
New York
$713K +$725K +7,782 New
WAP
564
Wealthcare Advisory Partners
Pennsylvania
$708K -$186K -1,997 -21%
BFA
565
Beacon Financial Advisory
Ohio
$707K +$144K +1,543 +25%
PCM
566
Presidio Capital Management
California
$705K +$155K +1,663 +28%
RWS
567
Retirement Wealth Solutions
Wisconsin
$700K +$720K +7,735 New
William Blair & Company
568
William Blair & Company
Illinois
$697K -$38.3K -411 -5%
UFA
569
US Financial Advisors
Massachusetts
$697K -$18.7K -201 -3%
ACM
570
Absolute Capital Management
Pennsylvania
$697K +$20.4K +219 +3%
AA
571
Alesco Advisors
New York
$695K -$84.3K -905 -11%
HKIMG
572
Hutchens & Kramer Investment Management Group
Indiana
$691K +$9.4K +101 +1%
SFA
573
Sequoia Financial Advisors
Ohio
$689K +$379K +4,070 +118%
JSL
574
JT Stratford LLC
Georgia
$687K +$39.7K +426 +6%
IAIM
575
International Assets Investment Management
Florida
$684K +$695K +7,465 New