We are live on ! Find out more
MBB icon

iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
601
Trinity Wealth Management
Pennsylvania
$237K +$19K +206 +9%
NAM
602
NTV Asset Management
West Virginia
$237K -$44.5K -483 -16%
RPWA
603
Regent Peak Wealth Advisors
Georgia
$237K -$89.9K -975 -28%
AAS
604
Ameritas Advisory Services
Nebraska
$237K +$235K +2,551 New
BF
605
BOK Financial
Oklahoma
$235K -$167K -1,806 -42%
GLLW
606
Graves Light Lenhart Wealth
Virginia
$233K -$5.26K -57 -2%
PWMG
607
Prestige Wealth Management Group
New Jersey
$232K -$4.61K -50 -2%
LSPW
608
Lake Street Private Wealth
Illinois
$231K +$23.6K +256 +11%
EBT
609
Enterprise Bank & Trust
Massachusetts
$230K
Citigroup
610
Citigroup
New York
$230K +$31.8K +345 +16%
HKIMG
611
Hutchens & Kramer Investment Management Group
Indiana
$229K +$228K +2,470 New
AP
612
Americana Partners
Texas
$227K -$724K -7,848 -76%
GWM
613
GDS Wealth Management
Texas
$226K -$16.4K -178 -7%
AWA
614
Arkadios Wealth Advisors
Georgia
$225K +$224K +2,428 New
TWA
615
Talisman Wealth Advisors
New Jersey
$225K +$223K +2,421 New
CBFP
616
Cedar Brook Financial Partners
Ohio
$224K -$101K -1,099 -31%
KFGK
617
Keystone Financial Group (Kentucky)
Kentucky
$224K
NFG
618
Nations Financial Group
Iowa
$222K +$221K +2,391 New
FLA
619
Financial Life Advisors
Texas
$221K +$220K +2,385 New
SWM
620
Silverlake Wealth Management
Vermont
$220K +$218K +2,367 New
BHWM
621
Bar Harbor Wealth Management
New Hampshire
$217K -$13.3K -144 -6%
RWM
622
Rezny Wealth Management
Florida
$217K
CPIG
623
Chicago Partners Investment Group
Illinois
$215K +$209K +2,269 New
MGIA
624
Moneta Group Investment Advisors
Missouri
$212K +$204K +2,216 New
CCFM
625
Clear Creek Financial Management
Washington
$210K -$482K -5,231 -70%