We are live on ! Find out more
MBB icon

iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
776
Clark Asset Management
New Hampshire
$281K +$25.4K +269 +10%
NA
777
Nordwand Advisors
Pennsylvania
$279K -$20.8K -220 -7%
JF
778
Joule Financial
Kentucky
$278K -$118K -1,245 -30%
BRPW
779
Ballast Rock Private Wealth
South Carolina
$278K – – –
OFS
780
OneAscent Financial Services
Alabama
$278K +$1.14K +12 +0.4%
VFA
781
Valeo Financial Advisors
Indiana
$272K -$473 -5 -0.2%
PFA
782
Petra Financial Advisors
Colorado
$271K +$271K +2,870 New
FFS
783
Founders Financial Securities
Maryland
$270K -$182K -1,920 -40%
CAM
784
Cidel Asset Management
Ontario, Canada
$269K – – –
Squarepoint
785
Squarepoint
New York
$269K +$13.1K +139 +5%
SP
786
Stablepoint Partners
Massachusetts
$268K +$2.84K +30 +1%
VCA
787
Verdence Capital Advisors
Maryland
$268K -$4.16K -44 -2%
BAG
788
Bridgewealth Advisory Group
California
$264K +$47.3K +500 +22%
KFG
789
Kingdom Financial Group
Arizona
$264K +$8.32K +88 +3%
IFWM
790
Institute for Wealth Management
Colorado
$261K +$261K +2,759 New
BFG
791
Berger Financial Group
Minnesota
$261K +$45.1K +477 +21%
BHWM
792
Bar Harbor Wealth Management
New Hampshire
$260K -$96.6K -1,021 -27%
PCG
793
Prosperity Consulting Group
Maryland
$259K +$22.3K +236 +9%
PA
794
PSI Advisors
Florida
$258K +$35K +370 +16%
SPC
795
Spirepoint Private Client
Florida
$257K +$257K +2,719 New
LFWA
796
LiftPoint Family Wealth Advisors
New Jersey
$256K +$30.5K +323 +14%
AAS
797
Annex Advisory Services
Wisconsin
$254K -$967K -10,229 -79%
LCC
798
Lincoln Capital Corp
Rhode Island
$253K – – –
EWM
799
Evolution Wealth Management
Florida
$253K +$6.43K +68 +3%
RFC
800
Regions Financial Corp
Alabama
$253K +$38.6K +408 +18%